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
- 2,999
- 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 1,154 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 |
|---|---|---|---|---|---|
| Connecticut Wealth Management, LLC | 11,135 | $65.6 萬 | 0.04% | −56−0.5% | 減碼 |
| Northstar Asset Management LLC | 11,135 | $65.6 萬 | 0.17% | −130−1.2% | 減碼 |
| Acorn Financial Advisory Services Inc | 11,151 | $65.7 萬 | 0.12% | +186+1.7% | 加碼 |
| BCS Wealth Management | 11,190 | $65.9 萬 | 0.24% | +46+0.4% | 加碼 |
| Alliance Wealth Advisors, LLC | 11,203 | $66.0 萬 | 0.22% | −703−5.9% | 減碼 |
| Cowa, LLC | 11,272 | $66.4 萬 | 0.41% | +603+5.7% | 加碼 |
| Simplicity Wealth,LLC | 11,293 | $66.5 萬 | 0.26% | +11,293 | 新進 |
| Cladis Investment Advisory, LLC | 11,310 | $66.7 萬 | 0.52% | +532+4.9% | 加碼 |
| First Heartland Consultants, Inc. | 11,334 | $66.8 萬 | 0.08% | +106+0.9% | 加碼 |
| NorthCrest Asset Manangement, LLC | 11,340 | $66.8 萬 | 0.03% | +40+0.4% | 加碼 |
| Keudell/Morrison Wealth Management | 11,341 | $66.8 萬 | 0.22% | +145+1.3% | 加碼 |
| WNY Asset Management, LLC | 11,361 | $67.0 萬 | 0.11% | +810+7.7% | 加碼 |
| Ontario Teachers Pension Plan Board | 11,363 | $67.0 萬 | 0.01% | −11,058−49.3% | 減碼 |
| McDonald Partners LLC | 11,367 | $67.0 萬 | 0.20% | −73−0.6% | 減碼 |
| Icon Wealth Advisors, LLC | 11,372 | $67.0 萬 | 0.07% | +11,372 | 新進 |
| Fielder Capital Group LLC | 11,373 | $67.0 萬 | 0.40% | +11,373 | 新進 |
| Pinnacle Holdings, LLC | 11,408 | $67.2 萬 | 0.28% | +111+1.0% | 加碼 |
| Lifeworks Advisors, LLC | 11,417 | $67.3 萬 | 0.23% | −1,172−9.3% | 減碼 |
| Cooper Financial Group | 11,466 | $67.6 萬 | 0.12% | −1,240−9.8% | 減碼 |
| Fortitude Advisory Group L.L.C. | 11,485 | $67.7 萬 | 0.41% | +109+1.0% | 加碼 |
| Centurion Wealth Management LLC | 11,526 | $67.9 萬 | 0.29% | +105+0.9% | 加碼 |
| Transamerica Financial Advisors, Inc. | 11,524 | $68.0 萬 | 0.09% | −5,894−33.8% | 減碼 |
| Sound Income Strategies, LLC | 11,581 | $68.2 萬 | 0.06% | +5,107+78.9% | 加碼 |
| Sunbelt Securities, Inc. | 11,600 | $68.4 萬 | 0.09% | +1,804+18.4% | 加碼 |
| Abundance Wealth Counselors | 11,603 | $68.4 萬 | 0.18% | +1,387+13.6% | 加碼 |
| Cape Investment Advisory, Inc. | 11,616 | $68.5 萬 | 0.33% | +1,169+11.2% | 加碼 |
| LS Investment Advisors, LLC | 11,651 | $68.7 萬 | 0.12% | −3,500−23.1% | 減碼 |
| Cassia Capital Partners, LLC | 11,691 | $68.9 萬 | 0.57% | −174−1.5% | 減碼 |
| S&CO Inc | 11,725 | $69.0 萬 | 0.05% | −458−3.8% | 減碼 |
| Inceptionr LLC | 11,746 | $69.2 萬 | 0.49% | +4,397+59.8% | 加碼 |
| Retirement Income Solutions, Inc | 11,779 | $69.4 萬 | 0.17% | 00.0% | 不變 |
| Hendershot Investments Inc. | 11,805 | $69.6 萬 | 0.11% | 00.0% | 不變 |
| Motiv8 Investments LLC | 11,812 | $69.6 萬 | 0.62% | +11,812 | 新進 |
| Foster Dykema Cabot & Partners, LLC | 11,837 | $69.8 萬 | 0.07% | +11,837 | 新進 |
| Premier Path Wealth Partners, LLC | 11,839 | $69.8 萬 | 0.15% | +11,839 | 新進 |
| Patriot Investment Management Inc. | 11,852 | $69.8 萬 | 0.06% | +336+2.9% | 加碼 |
| Virtue Capital Management, LLC | 11,760 | $69.9 萬 | 0.14% | −2,433−17.1% | 減碼 |
| Fortem Financial Group, LLC | 11,863 | $69.9 萬 | 0.35% | −1,678−12.4% | 減碼 |
| Sit Investment Associates Inc | 11,952 | $70.4 萬 | 0.02% | 00.0% | 不變 |
| LexAurum Advisors, LLC | 11,961 | $70.5 萬 | 0.18% | −1,824−13.2% | 減碼 |
| Richard W. Paul & Associates, LLC | 12,003 | $70.7 萬 | 0.30% | +205+1.7% | 加碼 |
| Wrapmanager Inc | 12,009 | $70.8 萬 | 0.21% | +1,295+12.1% | 加碼 |
| Clear Creek Financial Management, LLC | 12,024 | $70.9 萬 | 0.11% | +2,699+28.9% | 加碼 |
| Kiley Juergens Wealth Management, LLC | 12,026 | $70.9 萬 | 0.24% | +548+4.8% | 加碼 |
| WealthTrust Axiom LLC | 12,029 | $70.9 萬 | 0.24% | +3,657+43.7% | 加碼 |
| Atwood & Palmer Inc | 12,032 | $70.9 萬 | 0.06% | −175−1.4% | 減碼 |
| Guidance Capital, Inc | 11,871 | $71.0 萬 | 0.28% | +1,341+12.7% | 加碼 |
| Lakeshore Financial Planning, Inc. | 12,053 | $71.0 萬 | 0.39% | −283−2.3% | 減碼 |
| Enterprise Financial Services Corp | 12,108 | $71.4 萬 | 0.43% | +1,559+14.8% | 加碼 |
| Gallagher Fiduciary Advisors, LLC | 12,139 | $71.5 萬 | 0.02% | +73+0.6% | 加碼 |
| IVC Wealth Advisors LLC | 12,175 | $71.7 萬 | 0.45% | +831+7.3% | 加碼 |
| West Family Investments, Inc. | 12,207 | $71.9 萬 | 0.24% | +1,385+12.8% | 加碼 |
| Peachtree Investment Partners, LLC | 12,216 | $72.0 萬 | 0.30% | −393−3.1% | 減碼 |
| Essex Investment Management Co LLC | 12,232 | $72.1 萬 | 0.14% | −457−3.6% | 減碼 |
| ICA Group Wealth Management, LLC | 12,249 | $72.2 萬 | 0.16% | −398−3.1% | 減碼 |
| Alhambra Investment Partners LLC | 12,263 | $72.3 萬 | 0.43% | 00.0% | 不變 |
| Laidlaw Wealth Management LLC | 12,266 | $72.3 萬 | 0.26% | −8,954−42.2% | 減碼 |
| Weinberger Asset Management, Inc | 12,315 | $72.6 萬 | 0.37% | +298+2.5% | 加碼 |
| Fulton Breakefield Broenniman LLC | 12,324 | $72.6 萬 | 0.06% | −3,530−22.3% | 減碼 |
| Bennett Selby Investments LP | 12,328 | $72.6 萬 | 0.37% | +1,835+17.5% | 加碼 |
| JB Capital LLC | 12,331 | $72.7 萬 | 0.05% | +362+3.0% | 加碼 |
| Larson Financial Group LLC | 12,351 | $72.8 萬 | 0.06% | +8,719+240.1% | 加碼 |
| Reuter James Wealth Management, LLC | 12,354 | $72.8 萬 | 0.50% | +1,938+18.6% | 加碼 |
| Silver Oak Securities, Inc | 12,357 | $72.8 萬 | 0.10% | +2,590+26.5% | 加碼 |
| Delta Financial Group, Inc. | 12,376 | $72.9 萬 | 0.23% | +327+2.7% | 加碼 |
| Cornerstone Management, Inc. | 12,401 | $73.1 萬 | 0.19% | 00.0% | 不變 |
| Tucker Asset Management LLC | 12,403 | $73.1 萬 | 0.18% | −690−5.3% | 減碼 |
| InTrack Investment Management Inc | 12,413 | $73.1 萬 | 0.55% | +2,420+24.2% | 加碼 |
| Accurate Wealth Management, LLC | 12,244 | $73.2 萬 | 0.23% | −40,994−77.0% | 減碼 |
| Nemes Rush Group LLC | 12,461 | $73.4 萬 | 0.12% | −2,307−15.6% | 減碼 |
| AdvisorNet Financial, Inc | 12,462 | $73.4 萬 | 0.07% | +390+3.2% | 加碼 |
| Correct Capital Wealth Management | 12,472 | $73.5 萬 | 0.19% | +12,472 | 新進 |
| Mainsail Financial Group, LLC | 12,260 | $73.6 萬 | 0.57% | +1,499+13.9% | 加碼 |
| Marietta Investment Partners LLC | 12,482 | $73.6 萬 | 0.18% | −400−3.1% | 減碼 |
| SevenBridge Financial Group, LLC | 12,483 | $73.6 萬 | 0.17% | 00.0% | 不變 |
| Marex Group plc | 12,488 | $73.6 萬 | 0.03% | +12,488 | 新進 |
| Wolff Financial Management LLC | 12,495 | $73.6 萬 | 0.23% | −132−1.0% | 減碼 |
| Register Financial Advisors LLC | 12,497 | $73.6 萬 | 0.49% | −528−4.1% | 減碼 |
| Mango Five Family, Inc. | 12,523 | $73.8 萬 | 0.28% | +12,523 | 新進 |
| MBA Advisors LLC | 12,526 | $73.8 萬 | 0.41% | +159+1.3% | 加碼 |
| Spreng Capital Management, Inc. | 12,592 | $74.2 萬 | 0.46% | −1,303−9.4% | 減碼 |
| Commonwealth Financial Services, LLC | 12,602 | $74.3 萬 | 0.17% | −455−3.5% | 減碼 |
| Eastern Bank | 12,609 | $74.3 萬 | 0.03% | +229+1.8% | 加碼 |
| Hexagon Capital Partners LLC | 12,621 | $74.4 萬 | 0.18% | +1,495+13.4% | 加碼 |
| Formidable Asset Management, LLC | 12,629 | $74.4 萬 | 0.16% | −262−2.0% | 減碼 |
| Delta Financial Advisors LLC | 12,654 | $74.6 萬 | 0.32% | −1,839−12.7% | 減碼 |
| Buttonwood Financial Advisors Inc. | 12,696 | $74.8 萬 | 0.41% | +11+0.1% | 加碼 |
| Ausdal Financial Partners, Inc. | 12,710 | $74.9 萬 | 0.09% | −262−2.0% | 減碼 |
| Searle & Co. | 12,717 | $74.9 萬 | 0.20% | +3,742+41.7% | 加碼 |
| ARS Wealth Advisors Group, LLC | 12,760 | $75.2 萬 | 0.11% | +3,226+33.8% | 加碼 |
| RMB Capital Management, LLC | 12,762 | $75.2 萬 | 0.02% | −3,328−20.7% | 減碼 |
| FSB Premier Wealth Management, Inc. | 12,783 | $75.3 萬 | 0.38% | +423+3.4% | 加碼 |
| Letson Investment Management, Inc. | 12,793 | $75.4 萬 | 0.35% | +12,793 | 新進 |
| Lester Murray Antman dba SimplyRich | 12,791 | $75.4 萬 | 0.26% | −541−4.1% | 減碼 |
| Thompson Siegel & Walmsley LLC | 12,807 | $75.5 萬 | 0.01% | −900−6.6% | 減碼 |
| HCR Wealth Advisors | 12,817 | $75.5 萬 | 0.12% | +3,591+38.9% | 加碼 |
| Banco BTG Pactual S.A. | 12,879 | $75.7 萬 | 0.17% | +3,015+30.6% | 加碼 |
| Great Diamond Partners, LLC | 12,886 | $75.9 萬 | 0.19% | +130+1.0% | 加碼 |
| Kowal Investment Group, LLC | 12,900 | $76.0 萬 | 0.18% | −2,085−13.9% | 減碼 |
| CRA Financial Services, LLC | 12,906 | $76.1 萬 | 0.19% | +20+0.2% | 加碼 |