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 |
|---|---|---|---|---|---|
| Compton Wealth Advisory Group, LLC | 7,443 | $43.9 萬 | 0.14% | −1,000−11.8% | 減碼 |
| Arbor Wealth Advisors LLC | 7,447 | $43.9 萬 | 0.45% | +7,447 | 新進 |
| FirstPurpose Wealth LLC | 7,448 | $43.9 萬 | 0.17% | +126+1.7% | 加碼 |
| Front Street Capital Management, Inc. | 7,458 | $43.9 萬 | 0.09% | +36+0.5% | 加碼 |
| FourThought Financial Partners, LLC | 7,451 | $43.9 萬 | 0.06% | −456−5.8% | 減碼 |
| Riverbridge Partners LLC | 7,482 | $44.1 萬 | 0.01% | +178+2.4% | 加碼 |
| National Philanthropic Trust | 7,482 | $44.1 萬 | 0.01% | +7,482 | 新進 |
| MEMBERS Trust Co | 7,520 | $44.2 萬 | 0.01% | −90−1.2% | 減碼 |
| Pettee Investors, Inc. | 7,516 | $44.3 萬 | 0.20% | −1,166−13.4% | 減碼 |
| Liberty Wealth Management LLC | 7,517 | $44.3 萬 | 0.09% | +384+5.4% | 加碼 |
| ForthRight Wealth Management, LLC | 7,521 | $44.3 萬 | 0.17% | +2,863+61.5% | 加碼 |
| Monticello Wealth Management, LLC | 7,567 | $44.6 萬 | 0.04% | −1,445−16.0% | 減碼 |
| Pacitti Group Inc. | 7,584 | $44.7 萬 | 0.28% | +8+0.1% | 加碼 |
| Cardiff Park Advisors, LLC | 7,594 | $44.8 萬 | 0.05% | +357+4.9% | 加碼 |
| Hedges Asset Management LLC | 7,600 | $44.8 萬 | 0.35% | 00.0% | 不變 |
| Knott David M Jr | 7,600 | $44.8 萬 | 0.17% | 00.0% | 不變 |
| SOA Wealth Advisors, LLC. | 7,623 | $44.9 萬 | 0.10% | −1,097−12.6% | 減碼 |
| Advisors Preferred, LLC | 7,534 | $45.1 萬 | 0.07% | −2,908−27.8% | 減碼 |
| Mystic Asset Management, Inc. | 7,648 | $45.1 萬 | 0.22% | +1,135+17.4% | 加碼 |
| Fiduciary Family Office, LLC | 7,649 | $45.1 萬 | 0.20% | +7,649 | 新進 |
| Greenspring Advisors, LLC | 7,650 | $45.1 萬 | 0.12% | −427−5.3% | 減碼 |
| Financial Advisory Group | 7,694 | $45.3 萬 | 0.09% | +558+7.8% | 加碼 |
| Transatlantique Private Wealth LLC | 7,702 | $45.4 萬 | 0.21% | −895−10.4% | 減碼 |
| Five Oceans Advisors | 7,710 | $45.4 萬 | 0.25% | −751−8.9% | 減碼 |
| BCJ Capital Management, LLC | 7,722 | $45.5 萬 | 0.04% | +2,876+59.3% | 加碼 |
| Inlet Private Wealth, LLC | 7,736 | $45.6 萬 | 0.14% | −1,500−16.2% | 減碼 |
| Kensington Investment Counsel, LLC | 7,740 | $45.6 萬 | 0.24% | −337−4.2% | 減碼 |
| Aft, Forsyth & Company, Inc. | 7,749 | $45.7 萬 | 0.29% | +125+1.6% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 7,773 | $45.8 萬 | 0.19% | 00.0% | 不變 |
| Montz Harcus Wealth Management LLC | 7,789 | $45.9 萬 | 0.35% | +100+1.3% | 加碼 |
| Pegasus Partners Ltd. | 7,797 | $45.9 萬 | 0.05% | +233+3.1% | 加碼 |
| Resolute Wealth Strategies, LLC | 7,803 | $46.0 萬 | 0.31% | +39+0.5% | 加碼 |
| Mission Creek Capital Partners, Inc. | 7,855 | $46.3 萬 | 0.12% | −313−3.8% | 減碼 |
| Platform Technology Partners | 7,754 | $46.3 萬 | 0.18% | −258−3.2% | 減碼 |
| Geller Advisors LLC | 7,858 | $46.3 萬 | 0.05% | 00.0% | 不變 |
| Apella Capital, LLC | 7,757 | $46.4 萬 | 0.03% | −549−6.6% | 減碼 |
| SignalPoint Asset Management, LLC | 7,880 | $46.4 萬 | 0.14% | 00.0% | 不變 |
| First American Bank | 7,887 | $46.5 萬 | 0.04% | −89−1.1% | 減碼 |
| Spirit of America Management Corp | 7,900 | $46.6 萬 | 0.10% | 00.0% | 不變 |
| Moisand Fitzgerald Tamayo, LLC | 7,930 | $46.7 萬 | 0.08% | +9+0.1% | 加碼 |
| Amplius Wealth Advisors, LLC | 7,933 | $46.7 萬 | 0.06% | +51+0.6% | 加碼 |
| Sage Private Wealth Group, LLC | 7,939 | $46.8 萬 | 0.42% | +19+0.2% | 加碼 |
| Occidental Asset Management, LLC | 7,941 | $46.8 萬 | 0.10% | −415−5.0% | 減碼 |
| MJP Associates Inc | 7,944 | $46.8 萬 | 0.12% | −1,534−16.2% | 減碼 |
| MUFG Securities EMEA plc | 7,945 | $46.8 萬 | 0.04% | −856,757−99.1% | 減碼 |
| Sutton Place Investors LLC | 7,986 | $47.1 萬 | 0.34% | +7,986 | 新進 |
| Canal Capital Management, LLC | 8,001 | $47.1 萬 | 0.09% | +341+4.5% | 加碼 |
| Wealth Dimensions Group, Ltd. | 8,006 | $47.2 萬 | 0.15% | −313−3.8% | 減碼 |
| Modern Wealth Management, LLC | 8,067 | $47.5 萬 | 0.06% | +8,067 | 新進 |
| John G Ullman & Associates Inc | 8,081 | $47.6 萬 | 0.08% | +175+2.2% | 加碼 |
| Arvest Trust Co N A | 8,089 | $47.7 萬 | 0.03% | +47+0.6% | 加碼 |
| Almanack Investment Partners, LLC. | 8,109 | $47.8 萬 | 0.09% | +372+4.8% | 加碼 |
| Nadler Financial Group, Inc. | 8,109 | $47.8 萬 | 0.06% | −232−2.8% | 減碼 |
| Planning Center, Inc. | 8,114 | $47.8 萬 | 0.11% | +24+0.3% | 加碼 |
| Lazard Freres Gestion S.A.S. | 8,170 | $47.9 萬 | 0.01% | 00.0% | 不變 |
| Cedrus LLC | 8,154 | $48.1 萬 | 0.30% | −908−10.0% | 減碼 |
| Capital Square, LLC | 8,156 | $48.1 萬 | 0.54% | +508+6.6% | 加碼 |
| Kelly Lawrence W & Associates Inc | 8,166 | $48.1 萬 | 0.12% | 00.0% | 不變 |
| Overbrook Management Corp | 8,180 | $48.2 萬 | 0.10% | +700+9.4% | 加碼 |
| Ellis Investment Partners, LLC | 8,182 | $48.2 萬 | 0.11% | +1,176+16.8% | 加碼 |
| Evermay Wealth Management LLC | 8,190 | $48.3 萬 | 0.09% | −367−4.3% | 減碼 |
| 360 Financial, Inc. | 8,198 | $48.3 萬 | 0.21% | −297−3.5% | 減碼 |
| Bienville Capital Management, LLC | 8,200 | $48.3 萬 | 0.15% | 00.0% | 不變 |
| Diversified, LLC | 8,202 | $48.3 萬 | 0.10% | +244+3.1% | 加碼 |
| Terril Brothers, Inc. | 8,221 | $48.4 萬 | 0.17% | 00.0% | 不變 |
| ERTS Wealth Advisors, LLC | 8,234 | $48.5 萬 | 0.10% | −213−2.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 8,251 | $48.6 萬 | 0.04% | −2,313−21.9% | 減碼 |
| Benedetti & Gucer, Inc. | 8,274 | $48.8 萬 | 0.26% | −178−2.1% | 減碼 |
| Financial Partners Group, LLC | 8,285 | $48.8 萬 | 0.22% | +196+2.4% | 加碼 |
| Semus Wealth Partners LLC | 8,293 | $48.9 萬 | 0.40% | −108−1.3% | 減碼 |
| Yarbrough Capital, LLC | 8,300 | $48.9 萬 | 0.03% | 00.0% | 不變 |
| Rocky Mountain Advisers, LLC | 8,302 | $48.9 萬 | 0.17% | +821+11.0% | 加碼 |
| Breakwater Capital Group | 8,217 | $48.9 萬 | 0.14% | +310+3.9% | 加碼 |
| Ifrah Financial Services, Inc. | 8,310 | $49.0 萬 | 0.14% | −114−1.4% | 減碼 |
| 180 Wealth Advisors, LLC | 8,205 | $49.1 萬 | 0.10% | +701+9.3% | 加碼 |
| Truvestments Capital LLC | 8,334 | $49.1 萬 | 0.22% | +4,859+139.8% | 加碼 |
| Olistico Wealth, LLC | 8,343 | $49.2 萬 | 0.38% | −103−1.2% | 減碼 |
| Strait & Sound Wealth Management LLC | 8,201 | $49.2 萬 | 0.31% | −173−2.1% | 減碼 |
| Householder Group Estate & Retirement Specialist, LLC | 8,354 | $49.2 萬 | 0.16% | +554+7.1% | 加碼 |
| Affinity Capital Advisors, LLC | 8,360 | $49.3 萬 | 0.12% | −200−2.3% | 減碼 |
| S.A. Mason LLC | 8,368 | $49.3 萬 | 0.33% | +116+1.4% | 加碼 |
| Requisite Capital Management, LLC | 8,376 | $49.4 萬 | 0.12% | +8,376 | 新進 |
| Legacy Wealth Management, LLC | 8,400 | $49.5 萬 | 0.24% | 00.0% | 不變 |
| Schrum Private Wealth Management LLC | 8,404 | $49.5 萬 | 0.70% | −1,558−15.6% | 減碼 |
| Addison Advisors LLC | 8,407 | $49.5 萬 | 0.19% | +33+0.4% | 加碼 |
| Detalus Advisors, LLC | 8,450 | $49.8 萬 | 0.20% | −743−8.1% | 減碼 |
| Laraway Financial Inc | 8,459 | $49.8 萬 | 0.47% | −26−0.3% | 減碼 |
| Prentice Wealth Management LLC | 8,459 | $49.8 萬 | 0.19% | +161+1.9% | 加碼 |
| Armstrong, Fleming & Moore, Inc | 8,498 | $50.1 萬 | 0.38% | +10.0% | 加碼 |
| Whalerock Point Partners, LLC | 8,512 | $50.2 萬 | 0.16% | +1,365+19.1% | 加碼 |
| Marshall Financial Group LLC | 8,536 | $50.3 萬 | 0.16% | −24,416−74.1% | 減碼 |
| Cullen Capital Management LLC | 8,569 | $50.5 萬 | 0.01% | 00.0% | 不變 |
| Israel Discount Bank of New York | 8,574 | $50.5 萬 | 0.40% | −250−2.8% | 減碼 |
| Middleton & Co Inc | 8,575 | $50.5 萬 | 0.06% | 00.0% | 不變 |
| RMR Capital Management, LLC | 8,579 | $50.6 萬 | 0.58% | +8,579 | 新進 |
| AM Squared Ltd | 8,600 | $50.7 萬 | 1.05% | +600+7.5% | 加碼 |
| Hillsdale Investment Management Inc. | 8,604 | $50.7 萬 | 0.04% | +820+10.5% | 加碼 |
| Sar Wealth Management Group, LLC | 8,607 | $50.7 萬 | 0.51% | +8,607 | 新進 |
| Horst & Graben Wealth Management LLC | 8,609 | $50.7 萬 | 0.11% | +93+1.1% | 加碼 |
| Harbour Trust & Investment Management Co | 8,610 | $50.7 萬 | 0.07% | +8,610 | 新進 |