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 |
|---|---|---|---|---|---|
| Cottage Street Advisors LLC | 3,785 | $22.3 萬 | 0.15% | +33+0.9% | 加碼 |
| Callan Capital, LLC | 3,793 | $22.4 萬 | 0.02% | +3,793 | 新進 |
| Fountainhead AM, LLC | 3,795 | $22.4 萬 | 0.06% | +205+5.7% | 加碼 |
| Gateway Wealth Partners, LLC | 3,804 | $22.4 萬 | 0.09% | −835−18.0% | 減碼 |
| Paul Damon & Associates, Inc. | 3,809 | $22.4 萬 | 0.16% | +42+1.1% | 加碼 |
| Warren Street Wealth Advisors, LLC | 3,811 | $22.5 萬 | 0.13% | +3,811 | 新進 |
| Wealthstream Advisors, Inc. | 3,822 | $22.5 萬 | 0.09% | −1,091−22.2% | 減碼 |
| Resonant Capital Advisors, LLC | 3,833 | $22.6 萬 | 0.02% | −148−3.7% | 減碼 |
| Zevin Asset Management LLC | 3,833 | $22.6 萬 | 0.04% | +3,833 | 新進 |
| UMA Financial Services, Inc. | 3,797 | $22.6 萬 | 0.05% | −119−3.0% | 減碼 |
| Sara-Bay Financial | 3,839 | $22.6 萬 | 0.11% | 00.0% | 不變 |
| Trinity Financial Advisors LLC | 3,850 | $22.7 萬 | 0.11% | +9+0.2% | 加碼 |
| VELA Investment Management, LLC | 3,858 | $22.7 萬 | 0.09% | −937−19.5% | 減碼 |
| GSG Advisors LLC | 3,803 | $22.8 萬 | 0.09% | +86+2.3% | 加碼 |
| Willner & Heller, LLC | 3,876 | $22.8 萬 | 0.26% | +3,876 | 新進 |
| Holistic Financial Partners | 3,880 | $22.9 萬 | 0.14% | −3,363−46.4% | 減碼 |
| Rebalance, LLC | 3,882 | $22.9 萬 | 0.02% | +3,882 | 新進 |
| Winthrop Advisory Group LLC | 3,884 | $22.9 萬 | 0.04% | −25−0.6% | 減碼 |
| Cascade Investment Advisors, Inc. | 3,895 | $23.0 萬 | 0.16% | 00.0% | 不變 |
| Financial Advisors, LLC | 3,897 | $23.0 萬 | 0.05% | −6−0.2% | 減碼 |
| FLC Capital Advisors | 3,900 | $23.0 萬 | 0.06% | +20+0.5% | 加碼 |
| Gemmer Asset Management LLC | 3,918 | $23.1 萬 | 0.03% | −3−0.1% | 減碼 |
| Three Bridge Wealth Advisors, LLC | 3,933 | $23.2 萬 | 0.08% | −311−7.3% | 減碼 |
| NBW Capital LLC | 3,938 | $23.2 萬 | 0.05% | −39−1.0% | 減碼 |
| Horizon Wealth Management, LLC | 3,938 | $23.2 萬 | 0.06% | +14+0.4% | 加碼 |
| Chelsea Counsel Co | 3,950 | $23.3 萬 | 0.12% | −363−8.4% | 減碼 |
| Solstein Capital, LLC | 3,953 | $23.3 萬 | 0.17% | 00.0% | 不變 |
| K.J. Harrison & Partners Inc | 3,957 | $23.3 萬 | 0.04% | +3,957 | 新進 |
| BCGM Wealth Management, LLC | 3,959 | $23.3 萬 | 0.09% | +38+1.0% | 加碼 |
| Cumberland Advisors Inc | 3,961 | $23.3 萬 | 0.10% | 00.0% | 不變 |
| Keyes, Stange & Wooten Wealth Management, LLC | 3,963 | $23.4 萬 | 0.25% | +3,963 | 新進 |
| Pine Harbor Wealth Management, LLC | 3,970 | $23.4 萬 | 0.18% | +3,970 | 新進 |
| FSA Advisors, Inc. | 3,987 | $23.5 萬 | 0.29% | +3,987 | 新進 |
| Vantage Consulting Group Inc | 3,996 | $23.5 萬 | 0.16% | −224−5.3% | 減碼 |
| Puzo Michael J | 4,000 | $23.6 萬 | 0.07% | −50−1.2% | 減碼 |
| Punch & Associates Investment Management, Inc. | 4,000 | $23.6 萬 | 0.01% | 00.0% | 不變 |
| McBroom & Associates, LLC | 4,000 | $23.6 萬 | 0.17% | 00.0% | 不變 |
| Salvus Wealth Management, LLC | 4,005 | $23.6 萬 | 0.17% | +315+8.5% | 加碼 |
| Socha Financial Group, LLC | 4,006 | $23.6 萬 | 0.11% | −691−14.7% | 減碼 |
| Coastline Trust Co | 4,021 | $23.7 萬 | 0.03% | −34−0.8% | 減碼 |
| Triangle Securities Wealth Management | 4,023 | $23.7 萬 | 0.07% | −35−0.9% | 減碼 |
| Reston Wealth Management LLC | 4,027 | $23.7 萬 | 0.11% | +121+3.1% | 加碼 |
| Draper Asset Management, LLC | 4,027 | $23.7 萬 | 0.23% | +437+12.2% | 加碼 |
| Aufman Associates Inc | 4,045 | $23.8 萬 | 0.18% | +10.0% | 加碼 |
| TrueWealth Advisors, LLC | 4,050 | $23.9 萬 | 0.09% | +75+1.9% | 加碼 |
| Congress Asset Management Co | 4,050 | $23.9 萬 | 0.00% | 00.0% | 不變 |
| Greenwich Wealth Management LLC | 4,055 | $23.9 萬 | 0.02% | +156+4.0% | 加碼 |
| Watchman Group, Inc. | 4,056 | $23.9 萬 | 0.08% | +56+1.4% | 加碼 |
| Curi Capital | 4,061 | $23.9 萬 | 0.03% | −23−0.6% | 減碼 |
| Cheviot Value Management, LLC | 4,084 | $24.1 萬 | 0.05% | 00.0% | 不變 |
| Old Mission Investment Co LLC | 4,086 | $24.1 萬 | 0.08% | −35−0.8% | 減碼 |
| US Asset Management LLC | 4,091 | $24.1 萬 | 0.24% | +4,091 | 新進 |
| WR Wealth Planners, LLC | 4,093 | $24.1 萬 | 0.09% | −10−0.2% | 減碼 |
| Gateway Advisory, LLC | 4,094 | $24.1 萬 | 0.05% | −71,053−94.6% | 減碼 |
| Jump Financial, LLC | 4,100 | $24.2 萬 | 0.01% | −82,772−95.3% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 4,100 | $24.2 萬 | 0.17% | 00.0% | 不變 |
| Keystone Wealth Services, LLC | 4,101 | $24.2 萬 | 0.08% | +17+0.4% | 加碼 |
| Benin Management CORP | 4,101 | $24.2 萬 | 0.08% | +29+0.7% | 加碼 |
| Fort Sheridan Advisors LLC | 4,108 | $24.2 萬 | 0.05% | +363+9.7% | 加碼 |
| Spartan Planning & Wealth Management | 4,109 | $24.2 萬 | 0.26% | +4,109 | 新進 |
| Cravens & Co Advisors, LLC | 4,112 | $24.2 萬 | 0.21% | −746−15.4% | 減碼 |
| Capital Insight Partners, LLC | 4,118 | $24.3 萬 | 0.05% | −18−0.4% | 減碼 |
| MainStreet Investment Advisors LLC | 4,121 | $24.3 萬 | 0.03% | −6,110−59.7% | 減碼 |
| Southland Equity Partners LLC | 4,125 | $24.3 萬 | 0.08% | +87+2.2% | 加碼 |
| DeDora Capital, Inc. | 4,131 | $24.3 萬 | 0.09% | +63+1.5% | 加碼 |
| Swisher Financial Concepts, Inc. | 4,078 | $24.4 萬 | 0.23% | +4,078 | 新進 |
| 626 Financial, LLC | 4,143 | $24.4 萬 | 0.16% | −12−0.3% | 減碼 |
| TSFG, LLC | 4,160 | $24.5 萬 | 0.08% | −556−11.8% | 減碼 |
| Rollins Financial Advisors, LLC | 4,161 | $24.5 萬 | 0.05% | +4,161 | 新進 |
| Liberty Capital Management, Inc. | 4,164 | $24.5 萬 | 0.06% | 00.0% | 不變 |
| Riversedge Advisors, LLC | 4,169 | $24.6 萬 | 0.07% | +4,169 | 新進 |
| Pin Oak Investment Advisors Inc | 4,179 | $24.6 萬 | 0.25% | +192+4.8% | 加碼 |
| Baugh & Associates, LLC | 4,182 | $24.6 萬 | 0.14% | 00.0% | 不變 |
| PFG Private Wealth Management, LLC | 4,188 | $24.7 萬 | 0.17% | +774+22.7% | 加碼 |
| Carolinas Wealth Consulting LLC | 35,952 | $24.7 萬 | 0.05% | −135−0.4% | 減碼 |
| TruWealth Advisors, LLC | 4,198 | $24.7 萬 | 0.02% | −752−15.2% | 減碼 |
| nVerses Capital, LLC | – | $24.8 萬 | 0.69% | – | 新進 |
| Paragon Financial Partners, Inc. | 4,207 | $24.8 萬 | 0.24% | −20−0.5% | 減碼 |
| Austin Private Wealth, LLC | 4,211 | $24.8 萬 | 0.03% | −225−5.1% | 減碼 |
| Guardian Wealth Advisors, LLC | 4,223 | $24.9 萬 | 0.17% | +416+10.9% | 加碼 |
| Strategy Asset Managers LLC | 4,224 | $24.9 萬 | 0.06% | 00.0% | 不變 |
| Harbor Group, Inc. | 4,234 | $25.0 萬 | 0.07% | 00.0% | 不變 |
| Partnership Wealth Management, LLC | 4,200 | $25.0 萬 | 0.19% | +4,200 | 新進 |
| National Wealth Management Group, LLC | 4,242 | $25.0 萬 | 0.24% | −63−1.5% | 減碼 |
| Hall Laurie J Trustee | 4,250 | $25.0 萬 | 0.10% | 00.0% | 不變 |
| SOL Capital Management CO | 4,239 | $25.0 萬 | 0.03% | 00.0% | 不變 |
| Silver Coast Investments LLC | 4,261 | $25.1 萬 | 0.11% | +4,261 | 新進 |
| Bank of Stockton | 4,200 | $25.1 萬 | 0.08% | −86−2.0% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 4,265 | $25.1 萬 | 0.11% | +299+7.5% | 加碼 |
| DGS Capital Management, LLC | 4,273 | $25.2 萬 | 0.10% | +31+0.7% | 加碼 |
| Kathmere Capital Management, LLC | 4,274 | $25.2 萬 | 0.03% | +633+17.4% | 加碼 |
| Institutional & Family Asset Management, LLC | 4,283 | $25.2 萬 | 0.04% | −30−0.7% | 減碼 |
| Allen Capital Group, LLC | 4,289 | $25.3 萬 | 0.04% | +466+12.2% | 加碼 |
| Key Client Fiduciary Advisors, LLC | 4,295 | $25.3 萬 | 0.15% | −220−4.9% | 減碼 |
| Family Firm, Inc. | 4,300 | $25.3 萬 | 0.07% | +56+1.3% | 加碼 |
| International Private Wealth Advisors LLC | 4,307 | $25.4 萬 | 0.25% | +4,307 | 新進 |
| Powell Investment Advisors, LLC | 4,307 | $25.4 萬 | 0.14% | +32+0.7% | 加碼 |
| Fca Corp | 4,327 | $25.5 萬 | 0.09% | +4+0.1% | 加碼 |
| TFB Advisors LLC | 4,330 | $25.5 萬 | 0.13% | +4,330 | 新進 |
| Sage Rhino Capital LLC | 4,354 | $25.7 萬 | 0.07% | +48+1.1% | 加碼 |