Coca Cola Co
KO- 交易所
- NYSE
- 產業
- Beverages
- SEC CIK
- 0000021344
近 90 天,Coca Cola Co 內部人申報 0 筆公開市場買進、7 筆賣出;2026 年第 2 季末有 3,649 家機構在 13F 申報持有,市值合計 $2,631 億;波克夏、Maverick 資本等 6 位大師持有。
2023 年第 4 季 13F 持有人
Coca Cola Co 在 2023/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 3,000
- 較 2023 年第 3 季 +211 家
- 持有股數
- 30.3 億
- 較 2023 年第 3 季 +1,548 萬 (+0.5%)
- 總市值
- $1,786 億
- 較 2023 年第 3 季 +$95.5 億 (+5.6%)
- 新進機構
- 332
- 另有 1,155 家加碼
- 清倉機構
- 121
- 另有 1,231 家減碼
另有 47 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 KO 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 3,649 | $2,631 億 |
| 2026 年第 1 季 | 3,584 | $2,419 億 |
| 2025 年第 4 季 | 3,484 | $2,226 億 |
| 2025 年第 3 季 | 3,288 | $2,058 億 |
| 2025 年第 2 季 | 3,368 | $2,231 億 |
| 2025 年第 1 季 | 3,375 | $2,251 億 |
| 2024 年第 4 季 | 3,289 | $1,935 億 |
| 2024 年第 3 季 | 3,146 | $2,232 億 |
| 2024 年第 2 季 | 3,043 | $1,963 億 |
| 2024 年第 1 季 | 2,989 | $1,864 億 |
| 2023 年第 4 季 | 3,000 | $1,786 億 |
| 2023 年第 3 季 | 2,836 | $1,694 億 |
| 2023 年第 2 季 | 2,889 | $1,829 億 |
| 2023 年第 1 季 | 2,882 | $1,879 億 |
| 2022 年第 4 季 | 2,885 | $1,934 億 |
| 2022 年第 3 季 | 2,743 | $1,697 億 |
| 2022 年第 2 季 | 2,780 | $1,898 億 |
| 2022 年第 1 季 | 2,769 | $1,859 億 |
| 2021 年第 4 季 | 2,737 | $1,769 億 |
| 2021 年第 3 季 | 2,488 | $1,548 億 |
| 2021 年第 2 季 | 2,508 | $1,582 億 |
| 2021 年第 1 季 | 2,491 | $1,533 億 |
2023 年第 4 季持有機構
每家機構持有 Coca Cola Co 的股數、市值與佔組合比重;股數變化跟 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Westbourne Investment Advisors, Inc. | 8,615 | $50.8 萬 | 0.20% | 00.0% | 不變 |
| Paragon Capital Management Ltd | 8,634 | $50.9 萬 | 0.10% | +221+2.6% | 加碼 |
| Alan B. Lancz & Associates, Inc. | 8,650 | $51.0 萬 | 0.54% | −500−5.5% | 減碼 |
| Brogan Financial, Inc. | 8,664 | $51.1 萬 | 0.38% | +79+0.9% | 加碼 |
| Forte Capital LLC | 8,672 | $51.1 萬 | 0.07% | 00.0% | 不變 |
| Fagan Associates, Inc. | 8,696 | $51.2 萬 | 0.11% | +74+0.9% | 加碼 |
| Accredited Investors Inc. | 8,700 | $51.3 萬 | 0.04% | −307−3.4% | 減碼 |
| Firestone Capital Management | 8,701 | $51.3 萬 | 0.16% | +20.0% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 8,703 | $51.3 萬 | 0.27% | −413−4.5% | 減碼 |
| Lodestone Wealth Management LLC | 8,715 | $51.4 萬 | 0.30% | +181+2.1% | 加碼 |
| Koss-Olinger Consulting, LLC | 8,723 | $51.4 萬 | 0.05% | −1,661−16.0% | 減碼 |
| Quent Capital, LLC | 8,743 | $51.5 萬 | 0.07% | −227−2.5% | 減碼 |
| Newbridge Financial Services Group, Inc. | 8,746 | $51.5 萬 | 0.25% | +5,015+134.4% | 加碼 |
| Beacon Financial Advisory LLC | 8,752 | $51.6 萬 | 0.25% | +56+0.6% | 加碼 |
| Crescent Grove Advisors, LLC | 8,765 | $51.7 萬 | 0.06% | +46+0.5% | 加碼 |
| Glassman Wealth Services | 8,777 | $51.7 萬 | 0.07% | +277+3.3% | 加碼 |
| Proficio Capital Partners LLC | 8,793 | $51.8 萬 | 0.06% | −10−0.1% | 減碼 |
| Ti-Trust, Inc | 8,843 | $52.1 萬 | 0.46% | 00.0% | 不變 |
| First National Corp | 8,862 | $52.2 萬 | 0.13% | +87+1.0% | 加碼 |
| SRB Corp | 8,883 | $52.3 萬 | 0.03% | +1,110+14.3% | 加碼 |
| Cambridge Advisors Inc. | 8,899 | $52.4 萬 | 0.13% | −122−1.4% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 8,905 | $52.5 萬 | 0.28% | +91+1.0% | 加碼 |
| Round Rock Advisors, LLC | 8,907 | $52.5 萬 | 0.13% | +119+1.4% | 加碼 |
| Investors Research Corp | 8,923 | $52.6 萬 | 0.13% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 8,961 | $52.8 萬 | 0.35% | +88+1.0% | 加碼 |
| Simon Quick Advisors, LLC | 8,969 | $52.9 萬 | 0.05% | +3,366+60.1% | 加碼 |
| Capasso Planning Partners LLC | 8,971 | $52.9 萬 | 0.25% | +201+2.3% | 加碼 |
| Quotient Wealth Partners, LLC | 8,995 | $53.0 萬 | 0.02% | +8,995 | 新進 |
| Alliance Wealth Advisors, LLC | 9,042 | $53.3 萬 | 0.35% | −389−4.1% | 減碼 |
| Heartland Bank & Trust Co | 9,052 | $53.3 萬 | 0.37% | +133+1.5% | 加碼 |
| Blueshift Asset Management, LLC | 9,055 | $53.4 萬 | 0.28% | +2,671+41.8% | 加碼 |
| Dividend Assets Capital, LLC | 9,087 | $53.5 萬 | 0.11% | −4,537−33.3% | 減碼 |
| Gilman Hill Asset Management, LLC | 9,089 | $53.6 萬 | 0.10% | −750−7.6% | 減碼 |
| Retirement Financial Solutions, LLC | 9,098 | $53.6 萬 | 0.30% | +1,569+20.8% | 加碼 |
| Cutter & CO Brokerage, Inc. | 9,110 | $53.7 萬 | 0.15% | −833−8.4% | 減碼 |
| Harbor Advisory Corp | 9,130 | $53.8 萬 | 0.19% | 00.0% | 不變 |
| 9258 Wealth Management, LLC | 9,162 | $54.0 萬 | 0.09% | −213−2.3% | 減碼 |
| Notis-McConarty Edward | 9,200 | $54.2 萬 | 0.22% | 00.0% | 不變 |
| Quadrant Private Wealth Management, LLC | 9,232 | $54.4 萬 | 0.15% | −2,486−21.2% | 減碼 |
| Vivaldi Capital Management, LLC | 9,171 | $54.4 萬 | 0.16% | −788−7.9% | 減碼 |
| Wall Street Access Asset Management, LLC | 9,237 | $54.4 萬 | 0.26% | 00.0% | 不變 |
| Gallacher Capital Management LLC | 9,248 | $54.5 萬 | 0.30% | +5,179+127.3% | 加碼 |
| Alera Investment Advisors, LLC | 9,267 | $54.6 萬 | 0.07% | +265+2.9% | 加碼 |
| Phoenix Holdings Ltd. | 8,267 | $54.7 萬 | 0.01% | +8,267 | 新進 |
| Sculati Wealth Management, LLC | 9,297 | $54.8 萬 | 0.26% | −3,817−29.1% | 減碼 |
| GeoWealth Management, LLC | 9,307 | $54.8 萬 | 0.05% | +9,082+4,036.4% | 加碼 |
| Aldebaran Financial Inc. | 9,312 | $54.9 萬 | 0.85% | −1,325−12.5% | 減碼 |
| Circle Wealth Management, LLC | 9,321 | $54.9 萬 | 0.01% | −1,485−13.7% | 減碼 |
| Vestor Capital, LLC | 9,329 | $55.0 萬 | 0.05% | +1,849+24.7% | 加碼 |
| Coulter & Justus Financial Services, LLC | 9,339 | $55.0 萬 | 0.37% | +9,339 | 新進 |
| Carmichael Hill & Associates, Inc. | 9,344 | $55.1 萬 | 0.24% | −714−7.1% | 減碼 |
| Financial Management Professionals, Inc. | 9,349 | $55.1 萬 | 0.09% | +966+11.5% | 加碼 |
| Hemenway Trust Co LLC | 9,354 | $55.1 萬 | 0.05% | −200−2.1% | 減碼 |
| Indie Asset Partners, LLC | 9,375 | $55.2 萬 | 0.50% | +104+1.1% | 加碼 |
| Mount Yale Investment Advisors, LLC | 9,423 | $55.5 萬 | 0.05% | +162+1.7% | 加碼 |
| Stanley-Laman Group, Ltd. | 9,430 | $55.6 萬 | 0.09% | +160+1.7% | 加碼 |
| Financial Network Wealth Advisors LLC | 9,434 | $55.6 萬 | 0.59% | +9,434 | 新進 |
| TrinityPoint Wealth, LLC | 9,443 | $55.6 萬 | 0.10% | −1,161−10.9% | 減碼 |
| Sound Financial Strategies Group, LLC | 9,457 | $55.7 萬 | 0.47% | −4,577−32.6% | 減碼 |
| First United Bank Trust | 9,467 | $55.8 萬 | 0.22% | +469+5.2% | 加碼 |
| Sierra Capital LLC | 9,470 | $55.8 萬 | 0.08% | −63−0.7% | 減碼 |
| Viawealth, LLC | 9,478 | $55.9 萬 | 0.38% | +10+0.1% | 加碼 |
| Capital Advisors Wealth Management, LLC | 9,485 | $55.9 萬 | 0.13% | −2,477−20.7% | 減碼 |
| Cypress Wealth Services, LLC | 9,487 | $55.9 萬 | 0.14% | −181−1.9% | 減碼 |
| ASB Consultores, LLC | 9,502 | $56.0 萬 | 0.19% | +9,502 | 新進 |
| Duncker Streett & Co Inc | 9,505 | $56.0 萬 | 0.12% | −400−4.0% | 減碼 |
| Van Cleef Asset Management,Inc | 9,510 | $56.0 萬 | 0.08% | 00.0% | 不變 |
| Partners Capital Investment Group, LLP | 9,517 | $56.1 萬 | 0.01% | −65−0.7% | 減碼 |
| Gratus Wealth Advisors, LLC | 9,557 | $56.3 萬 | 0.11% | +9,557 | 新進 |
| Red Door Wealth Management, LLC | 9,560 | $56.3 萬 | 0.12% | −32−0.3% | 減碼 |
| Graves-Light Private Wealth Management, Inc. | 9,571 | $56.4 萬 | 0.07% | 00.0% | 不變 |
| Clarus Group, Inc. | 9,583 | $56.5 萬 | 0.43% | −1,076−10.1% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 9,585 | $56.5 萬 | 0.15% | −300−3.0% | 減碼 |
| River Wealth Advisors LLC | 9,605 | $56.6 萬 | 0.09% | +22+0.2% | 加碼 |
| Richwood Investment Advisors, LLC | 9,608 | $56.6 萬 | 0.53% | +60+0.6% | 加碼 |
| Stockman Wealth Management, Inc. | 9,611 | $56.6 萬 | 0.11% | +300+3.2% | 加碼 |
| Conscious Wealth Investments, LLC | 9,587 | $56.7 萬 | 0.45% | +9,587 | 新進 |
| Oracle Alpha Inc. | 9,625 | $56.7 萬 | 0.73% | +9,625 | 新進 |
| Monograph Wealth Advisors, LLC | 9,629 | $56.7 萬 | 0.10% | +75+0.8% | 加碼 |
| Cornerstone Capital, Inc. | 9,635 | $56.8 萬 | 0.06% | +4,035+72.1% | 加碼 |
| Summitry LLC | 9,636 | $56.8 萬 | 0.03% | +43+0.4% | 加碼 |
| Wilkins Investment Counsel Inc | 9,670 | $57.0 萬 | 0.14% | −30−0.3% | 減碼 |
| Crescent Sterling, Ltd. | 9,678 | $57.0 萬 | 0.57% | −286−2.9% | 減碼 |
| Goelzer Investment Management, Inc. | 9,681 | $57.1 萬 | 0.04% | +169+1.8% | 加碼 |
| Embree Financial Group | 9,684 | $57.1 萬 | 0.12% | +9,684 | 新進 |
| Blueprint Investment Partners LLC | 9,694 | $57.1 萬 | 0.16% | +4,826+99.1% | 加碼 |
| Aveo Capital Partners, LLC | 9,709 | $57.2 萬 | 0.07% | +1,182+13.9% | 加碼 |
| Wayfinding Financial, LLC | 9,734 | $57.3 萬 | 0.39% | +175+1.8% | 加碼 |
| Wimmer Associates 1, LLC | 9,727 | $57.3 萬 | 0.32% | −251−2.5% | 減碼 |
| Ferguson Shapiro LLC | 9,734 | $57.4 萬 | 0.28% | +371+4.0% | 加碼 |
| Astoria Portfolio Advisors LLC. | 9,580 | $57.4 萬 | 0.23% | +1,044+12.2% | 加碼 |
| Rakuten Investment Management, Inc. | 9,778 | $57.4 萬 | 0.01% | +9,778 | 新進 |
| WoodTrust Financial Corp | 9,756 | $57.5 萬 | 0.10% | −23,494−70.7% | 減碼 |
| Elgethun Capital Management | 9,775 | $57.6 萬 | 0.16% | +799+8.9% | 加碼 |
| Iron Financial, LLC | 9,783 | $57.6 萬 | 0.33% | −266−2.6% | 減碼 |
| Baldwin Investment Management, LLC | 9,785 | $57.7 萬 | 0.09% | −2,700−21.6% | 減碼 |
| IFG Advisors, LLC | 9,787 | $57.7 萬 | 0.17% | +10.0% | 加碼 |
| Buckingham Strategic Partners | 9,795 | $57.7 萬 | 0.03% | −9,062−48.1% | 減碼 |
| Alta Advisers Ltd | 9,800 | $57.8 萬 | 0.31% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 9,806 | $57.8 萬 | 0.19% | −557−5.4% | 減碼 |