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 |
|---|---|---|---|---|---|
| Country Trust Bank | 5,709 | $33.6 萬 | 0.01% | +3,322+139.2% | 加碼 |
| Pure Financial Advisors, Inc. | 5,710 | $33.6 萬 | 0.01% | +765+15.5% | 加碼 |
| Rosenbaum Jay D. | 5,715 | $33.7 萬 | 0.87% | −9,550−62.6% | 減碼 |
| Florida Financial Advisors, LLC | 5,718 | $33.7 萬 | 0.31% | +5,718 | 新進 |
| SYSTM Wealth Solutions LLC | 5,721 | $33.7 萬 | 0.05% | +1,093+23.6% | 加碼 |
| Fernwood Investment Management, LLC | 5,773 | $34.0 萬 | 0.11% | −411−6.6% | 減碼 |
| Rakuten Securities, Inc. | 5,784 | $34.1 萬 | 0.27% | +5,784 | 新進 |
| MayTech Global Investments, LLC | 5,790 | $34.1 萬 | 0.07% | 00.0% | 不變 |
| Onyx Bridge Wealth Group LLC | 5,790 | $34.1 萬 | 0.07% | +2,081+56.1% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 5,796 | $34.2 萬 | 0.08% | +1,422+32.5% | 加碼 |
| Viewpoint Capital Management LLC | 5,805 | $34.2 萬 | 0.24% | −45−0.8% | 減碼 |
| Orleans Capital Management Corp | 5,819 | $34.3 萬 | 0.23% | −50−0.9% | 減碼 |
| James J. Burns & Company, LLC | 5,838 | $34.3 萬 | 0.08% | +5,838 | 新進 |
| KLCM Advisors, Inc. | 5,822 | $34.3 萬 | 0.05% | +74+1.3% | 加碼 |
| Bill Few Associates, Inc. | 5,827 | $34.3 萬 | 0.16% | +118+2.1% | 加碼 |
| Redhawk Wealth Advisors, Inc. | 5,829 | $34.3 萬 | 0.07% | −9,155−61.1% | 減碼 |
| Valley National Advisers Inc | 5,851 | $34.4 萬 | 0.05% | +1,493+34.3% | 加碼 |
| Signal Advisors Wealth, LLC | 5,860 | $34.5 萬 | 0.12% | +5,860 | 新進 |
| Power Wealth Management LLC | 5,867 | $34.6 萬 | 0.25% | +5,867 | 新進 |
| Marietta Wealth Management, LLC | 5,868 | $34.6 萬 | 0.06% | +5,868 | 新進 |
| Kaydan Wealth Management, Inc. | 5,880 | $34.7 萬 | 0.14% | 00.0% | 不變 |
| KPP Advisory Services LLC | 5,887 | $34.7 萬 | 0.30% | +232+4.1% | 加碼 |
| TriaGen Wealth Management LLC | 5,890 | $34.7 萬 | 0.17% | +10+0.2% | 加碼 |
| New England Capital Financial Advisors LLC | 5,906 | $34.8 萬 | 0.21% | +24+0.4% | 加碼 |
| Cornercap Investment Counsel Inc | 5,907 | $34.8 萬 | 0.06% | −208−3.4% | 減碼 |
| Websterrogers Financial Advisors, LLC | 5,917 | $34.9 萬 | 0.15% | +133+2.3% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 5,929 | $34.9 萬 | 0.23% | +287+5.1% | 加碼 |
| Brightwater Advisory LLC | 5,933 | $35.0 萬 | 0.30% | +5,933 | 新進 |
| Central Valley Advisors, LLC | 5,941 | $35.0 萬 | 0.21% | +5,941 | 新進 |
| Private Capital Management LLC | 5,947 | $35.0 萬 | 0.08% | +1,498+33.7% | 加碼 |
| Kerntke Otto McGlone Wealth Management Group | 5,950 | $35.1 萬 | 0.35% | +222+3.9% | 加碼 |
| Wealth Management Associates, Inc. | 5,958 | $35.1 萬 | 0.19% | +156+2.7% | 加碼 |
| Fortis Group Advisors, LLC | 5,692 | $35.1 萬 | 0.09% | +317+5.9% | 加碼 |
| Provence Wealth Management Group | 5,960 | $35.1 萬 | 0.19% | +817+15.9% | 加碼 |
| First Citizens Financial Corp | 5,965 | $35.2 萬 | 0.23% | −140−2.3% | 減碼 |
| Garrett Investment Advisors LLC | 5,998 | $35.3 萬 | 0.05% | −3,097−34.1% | 減碼 |
| Objective Capital Management, LLC | 6,005 | $35.4 萬 | 0.27% | −262−4.2% | 減碼 |
| Quantum Financial Advisors, LLC | 6,008 | $35.4 萬 | 0.09% | −2,842−32.1% | 減碼 |
| Global Trust Asset Management, LLC | 6,008 | $35.4 萬 | 0.16% | −754−11.2% | 減碼 |
| JJJ Advisors Inc. | 6,009 | $35.4 萬 | 0.09% | −634−9.5% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 6,025 | $35.5 萬 | 0.04% | +49+0.8% | 加碼 |
| Global X Japan Co., Ltd. | 6,027 | $35.5 萬 | 0.20% | +6,027 | 新進 |
| Lokken Investment Group LLC | 6,038 | $35.6 萬 | 0.20% | −169−2.7% | 減碼 |
| West Oak Capital, LLC | 5,892 | $35.6 萬 | 0.17% | −400−6.4% | 減碼 |
| Rosenberg Matthew Hamilton | 6,064 | $35.7 萬 | 0.11% | −282−4.4% | 減碼 |
| Optas, LLC | 6,095 | $35.9 萬 | 0.11% | +553+10.0% | 加碼 |
| Annex Advisory Services, LLC | 6,100 | $35.9 萬 | 0.02% | −2,604−29.9% | 減碼 |
| Arbor Investment Advisors, LLC | 6,101 | $36.0 萬 | 0.06% | +602+10.9% | 加碼 |
| Bruce G. Allen Investments, LLC | 6,103 | $36.0 萬 | 0.33% | +6,103 | 新進 |
| FSA Wealth Management LLC | 6,118 | $36.1 萬 | 0.17% | −1,373−18.3% | 減碼 |
| Latitude Advisors, LLC | 6,129 | $36.1 萬 | 0.25% | −265−4.1% | 減碼 |
| Klingman & Associates, LLC | 6,135 | $36.2 萬 | 0.03% | −225−3.5% | 減碼 |
| Solidarilty Wealth, LLC | 6,139 | $36.2 萬 | 0.13% | −4,164−40.4% | 減碼 |
| Washington Trust Bank | 6,139 | $36.2 萬 | 0.03% | +337+5.8% | 加碼 |
| Avaii Wealth Management, LLC | 6,145 | $36.2 萬 | 0.24% | +239+4.0% | 加碼 |
| Pacific Center for Financial Services | 6,148 | $36.2 萬 | 0.11% | 00.0% | 不變 |
| Quadcap Wealth Management, LLC | 6,156 | $36.3 萬 | 0.09% | +6,156 | 新進 |
| Carlson Capital Management | 6,173 | $36.4 萬 | 0.02% | −761−11.0% | 減碼 |
| Shufro Rose & Co LLC | 6,500 | $36.4 萬 | 0.03% | 00.0% | 不變 |
| Union Savings Bank | 6,175 | $36.4 萬 | 0.21% | −60−1.0% | 減碼 |
| Institute for Wealth Management, LLC. | 6,178 | $36.4 萬 | 0.06% | −611−9.0% | 減碼 |
| Univest Financial Corp | 6,182 | $36.4 萬 | 0.11% | 00.0% | 不變 |
| HHM Wealth Advisors, LLC | 6,183 | $36.4 萬 | 0.06% | +940+17.9% | 加碼 |
| Kozak & Associates, Inc. | 6,076 | $36.4 萬 | 0.12% | −3,846−38.8% | 減碼 |
| Finivi Inc. | 6,191 | $36.5 萬 | 0.36% | +6,191 | 新進 |
| Archford Capital Strategies, LLC | 6,192 | $36.5 萬 | 0.07% | −8,133−56.8% | 減碼 |
| Oak Asset Management, LLC | 6,208 | $36.6 萬 | 0.15% | −525−7.8% | 減碼 |
| Sepio Capital, LP | 6,235 | $36.7 萬 | 0.03% | −10,468−62.7% | 減碼 |
| Clean Yield Group | 6,243 | $36.8 萬 | 0.15% | 00.0% | 不變 |
| Oceanside Advisors LLC | 6,244 | $36.8 萬 | 0.32% | +6,244 | 新進 |
| Wescott Financial Advisory Group, LLC | 6,264 | $36.9 萬 | 0.05% | 00.0% | 不變 |
| Legacy Bridge, LLC | 6,275 | $37.0 萬 | 0.24% | −630−9.1% | 減碼 |
| Aurora Private Wealth, Inc. | 6,283 | $37.0 萬 | 0.35% | −135−2.1% | 減碼 |
| Cary Street Partners Asset Management LLC | 6,280 | $37.0 萬 | 0.06% | +18+0.3% | 加碼 |
| Roof Eidam & Maycock | 6,285 | $37.0 萬 | 0.11% | +189+3.1% | 加碼 |
| Gould Asset Management LLC | 6,311 | $37.2 萬 | 0.10% | −1,405−18.2% | 減碼 |
| First Interstate Bank | 6,342 | $37.4 萬 | 0.03% | +69+1.1% | 加碼 |
| Eqis Capital Management, Inc. | 6,351 | $37.4 萬 | 0.03% | −92−1.4% | 減碼 |
| Johnson Bixby & Associates, LLC | 6,355 | $37.5 萬 | 0.07% | 00.0% | 不變 |
| Camden National Bank | 6,357 | $37.5 萬 | 0.07% | −150−2.3% | 減碼 |
| Peoples Bank | 6,367 | $37.5 萬 | 0.22% | −676−9.6% | 減碼 |
| Tiemann Investment Advisors, LLC | 6,367 | $37.5 萬 | 0.18% | −295−4.4% | 減碼 |
| Herold Advisors, Inc. | 6,418 | $37.8 萬 | 0.10% | −587−8.4% | 減碼 |
| AXS Investments LLC | 6,424 | $37.9 萬 | 0.09% | −804−11.1% | 減碼 |
| Landaas & Co | 6,443 | $38.0 萬 | 0.14% | +111+1.8% | 加碼 |
| J. L. Bainbridge & Co., Inc. | 6,462 | $38.1 萬 | 0.05% | +200+3.2% | 加碼 |
| 3Chopt Investment Partners, LLC | 6,462 | $38.1 萬 | 0.14% | +6,462 | 新進 |
| New Republic Capital, LLC | 6,484 | $38.2 萬 | 0.27% | +1,257+24.0% | 加碼 |
| Beverly Hills Private Wealth, LLC | 6,484 | $38.2 萬 | 0.10% | −46−0.7% | 減碼 |
| Howard Financial Services, Ltd. | 6,493 | $38.3 萬 | 0.07% | +380+6.2% | 加碼 |
| Sterneck Capital Management, LLC | 6,500 | $38.3 萬 | 0.24% | −5−0.1% | 減碼 |
| Fulcrum Capital LLC | 6,500 | $38.3 萬 | 0.10% | 00.0% | 不變 |
| Gerber Kawasaki Wealth & Investment Management | 6,520 | $38.4 萬 | 0.02% | −165−2.5% | 減碼 |
| Granite Investment Partners, LLC | 6,529 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| ABLE Financial Group, LLC | 6,536 | $38.5 萬 | 0.17% | −963−12.8% | 減碼 |
| Clarity Financial LLC | 6,543 | $38.6 萬 | 0.07% | −616−8.6% | 減碼 |
| Insight Folios Inc | 6,543 | $38.6 萬 | 0.17% | −59−0.9% | 減碼 |
| Girard Partners Ltd. | 6,544 | $38.6 萬 | 0.04% | −330−4.8% | 減碼 |
| Cornerstone Advisory, LLC | 6,545 | $38.6 萬 | 0.06% | +1,065+19.4% | 加碼 |
| Dillon & Associates Inc | 6,547 | $38.6 萬 | 0.07% | +84+1.3% | 加碼 |