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 | 3,583 | $2,419 億 |
| 2025 年第 4 季 | 3,483 | $2,226 億 |
| 2025 年第 3 季 | 3,287 | $2,058 億 |
| 2025 年第 2 季 | 3,367 | $2,231 億 |
| 2025 年第 1 季 | 3,374 | $2,251 億 |
| 2024 年第 4 季 | 3,288 | $1,935 億 |
| 2024 年第 3 季 | 3,145 | $2,232 億 |
| 2024 年第 2 季 | 3,042 | $1,963 億 |
| 2024 年第 1 季 | 2,988 | $1,864 億 |
| 2023 年第 4 季 | 2,999 | $1,786 億 |
| 2023 年第 3 季 | 2,835 | $1,694 億 |
| 2023 年第 2 季 | 2,888 | $1,829 億 |
| 2023 年第 1 季 | 2,881 | $1,879 億 |
| 2022 年第 4 季 | 2,884 | $1,934 億 |
| 2022 年第 3 季 | 2,742 | $1,697 億 |
| 2022 年第 2 季 | 2,779 | $1,898 億 |
| 2022 年第 1 季 | 2,768 | $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 |
|---|---|---|---|---|---|
| Adell Harriman & Carpenter Inc | 131,818 | $776.8 萬 | 0.72% | −12,544−8.7% | 減碼 |
| Anchor Investment Management, LLC | 130,447 | $768.7 萬 | 0.88% | +5,708+4.6% | 加碼 |
| Ieq Capital, LLC | 130,313 | $767.9 萬 | 0.13% | +1,608+1.2% | 加碼 |
| Patton Albertson Miller Group, LLC | 130,204 | $767.3 萬 | 1.28% | −4,007−3.0% | 減碼 |
| Savoir Faire Capital Management, L.P. | 129,586 | $763.7 萬 | 3.32% | +16,352+14.4% | 加碼 |
| AMG National Trust Bank | 128,898 | $759.6 萬 | 0.24% | +212+0.2% | 加碼 |
| Sawtooth Solutions, LLC | 128,619 | $758.0 萬 | 0.21% | −5,899−4.4% | 減碼 |
| Buck Wealth Strategies, LLC | 128,396 | $756.6 萬 | 2.80% | +29,097+29.3% | 加碼 |
| TCTC Holdings, LLC | 128,252 | $755.8 萬 | 0.28% | −4,972−3.7% | 減碼 |
| Steel Peak Wealth Management LLC | 127,701 | $752.5 萬 | 0.44% | +52,439+69.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 127,658 | $752.3 萬 | 0.83% | −204−0.2% | 減碼 |
| Jensen Investment Management Inc | 127,263 | $750.0 萬 | 0.06% | 00.0% | 不變 |
| South Dakota Investment Council | 126,488 | $745.4 萬 | 0.16% | −2,300−1.8% | 減碼 |
| Vestcor Inc | 126,426 | $745.0 萬 | 0.25% | −47,863−27.5% | 減碼 |
| Crestwood Advisors Group LLC | 125,963 | $742.3 萬 | 0.17% | +4,723+3.9% | 加碼 |
| Thomasville National Bank | 125,645 | $740.4 萬 | 0.66% | +9,336+8.0% | 加碼 |
| Farmers & Merchants Investments Inc | 124,980 | $736.5 萬 | 0.27% | −2,187−1.7% | 減碼 |
| Wesleyan Assurance Society | 125,000 | $736.4 萬 | 0.73% | 00.0% | 不變 |
| Richard Bernstein Advisors LLC | 124,956 | $736.4 萬 | 0.16% | +110+0.1% | 加碼 |
| Stratos Wealth Partners, LTD. | 124,601 | $734.3 萬 | 0.14% | +9,050+7.8% | 加碼 |
| Bleakley Financial Group, LLC | 124,448 | $733.4 萬 | 0.23% | −6,010−4.6% | 減碼 |
| Hennessy Advisors Inc | 124,250 | $732.2 萬 | 0.37% | +2,150+1.8% | 加碼 |
| First Citizens Bank & Trust Co | 123,740 | $729.2 萬 | 0.13% | −8,731−6.6% | 減碼 |
| Azimuth Capital Investment Management LLC | 123,649 | $728.7 萬 | 0.33% | −4,250−3.3% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 123,164 | $725.8 萬 | 0.19% | +321+0.3% | 加碼 |
| Everett Harris & Co | 122,107 | $719.6 萬 | 0.10% | −130−0.1% | 減碼 |
| Equitable Trust Co | 121,274 | $714.7 萬 | 0.54% | −1,498−1.2% | 減碼 |
| Rodgers Brothers Inc. | 121,063 | $713.4 萬 | 1.13% | +229+0.2% | 加碼 |
| GLOBALT Investments LLC | 120,906 | $712.5 萬 | 0.30% | +120,906 | 新進 |
| Banque Pictet & Cie SA | 120,805 | $711.9 萬 | 0.08% | −149,528−55.3% | 減碼 |
| Bailard, Inc. | 120,658 | $711.0 萬 | 0.21% | +17,664+17.2% | 加碼 |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 119,185 | $709.0 萬 | 0.07% | −7,087−5.6% | 減碼 |
| Community Bank, N.A. | 118,131 | $696.1 萬 | 0.91% | −6,395−5.1% | 減碼 |
| Prio Wealth Limited Partnership | 118,115 | $696.1 萬 | 0.24% | −2,603−2.2% | 減碼 |
| First City Capital Management, Inc. | 117,736 | $693.8 萬 | 4.03% | +31,422+36.4% | 加碼 |
| Baxter Bros Inc | 117,134 | $690.3 萬 | 0.96% | +400+0.3% | 加碼 |
| Soltis Investment Advisors LLC | 117,128 | $690.2 萬 | 0.78% | −7,524−6.0% | 減碼 |
| WSFS Capital Management, LLC | 116,706 | $687.7 萬 | 0.43% | −17,638−13.1% | 減碼 |
| Reik & Co., LLC | 116,632 | $687.3 萬 | 1.93% | −87−0.1% | 減碼 |
| Ahl Investment Management, Inc. | 116,346 | $685.6 萬 | 5.61% | +14,710+14.5% | 加碼 |
| Amica Mutual Insurance Co | 116,020 | $683.7 萬 | 0.74% | +24,580+26.9% | 加碼 |
| Fiduciary Group LLC | 115,581 | $681.1 萬 | 0.80% | −1,476−1.3% | 減碼 |
| Equitable Holdings, Inc. | 114,843 | $676.8 萬 | 0.08% | +6,580+6.1% | 加碼 |
| Montecito Bank & Trust | 114,767 | $676.3 萬 | 1.45% | +149+0.1% | 加碼 |
| Northwest Bancshares, Inc. | 113,501 | $668.9 萬 | 1.22% | +2,311+2.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 113,437 | $668.5 萬 | 0.08% | +55,080+94.4% | 加碼 |
| ProVise Management Group, LLC | 113,106 | $666.5 萬 | 0.57% | +1,379+1.2% | 加碼 |
| Dana Investment Advisors, Inc. | 113,037 | $666.1 萬 | 0.32% | +2,261+2.0% | 加碼 |
| Saratoga Research & Investment Management | 112,462 | $662.7 萬 | 0.31% | −15,715−12.3% | 減碼 |
| Bogart Wealth, LLC | 112,398 | $662.4 萬 | 0.37% | +1,304+1.2% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 112,385 | $662.3 萬 | 0.32% | +5,519+5.2% | 加碼 |
| Flputnam Investment Management Co | 112,380 | $662.3 萬 | 0.16% | +1,994+1.8% | 加碼 |
| Hamel Associates, Inc. | 111,935 | $659.6 萬 | 2.32% | +26,213+30.6% | 加碼 |
| Salem Investment Counselors Inc | 111,811 | $658.9 萬 | 0.23% | −588−0.5% | 減碼 |
| Avantax Planning Partners, Inc. | 111,107 | $654.8 萬 | 0.25% | −817−0.7% | 減碼 |
| Granite Bay Wealth Management, LLC | 115,700 | $652.9 萬 | 0.06% | −22,900−16.5% | 減碼 |
| Coldstream Capital Management Inc | 110,458 | $650.9 萬 | 0.18% | +5,306+5.0% | 加碼 |
| Magellan Asset Management Ltd | 110,216 | $649.5 萬 | 0.06% | −2,358−2.1% | 減碼 |
| Monarch Capital Management Inc | 110,099 | $648.8 萬 | 1.97% | −810−0.7% | 減碼 |
| Daymark Wealth Partners, LLC | 206,344 | $648.3 萬 | 0.40% | +1,500+0.7% | 加碼 |
| Atticus Wealth Management, LLC | 109,828 | $647.2 萬 | 2.28% | 00.0% | 不變 |
| Motco | 109,688 | $646.4 萬 | 0.41% | −13,257−10.8% | 減碼 |
| Wedbush Securities Inc | 109,621 | $646.0 萬 | 0.29% | −1,183−1.1% | 減碼 |
| Greystone Financial Group, LLC | 109,502 | $645.3 萬 | 1.49% | −36,618−25.1% | 減碼 |
| Lawson Kroeker Investment Management Inc | 109,348 | $644.4 萬 | 1.32% | −490.0% | 減碼 |
| Moors & Cabot, Inc. | 109,227 | $643.7 萬 | 0.40% | −4,370−3.8% | 減碼 |
| Adviser Investments LLC | 108,461 | $639.2 萬 | 0.09% | +52,912+95.3% | 加碼 |
| German American Bancorp, Inc. | 108,072 | $636.9 萬 | 0.84% | +113+0.1% | 加碼 |
| Ameritas Investment Partners, Inc. | 108,071 | $636.9 萬 | 0.23% | −23,818−18.1% | 減碼 |
| Trustmark National Bank Trust Department | 107,989 | $636.4 萬 | 0.58% | −5,011−4.4% | 減碼 |
| Horizon Investments, LLC | 107,952 | $636.2 萬 | 0.18% | −31,916−22.8% | 減碼 |
| Haverford Financial Services, Inc. | 107,925 | $636.0 萬 | 1.91% | +364+0.3% | 加碼 |
| Dearborn Partners LLC | 107,797 | $635.2 萬 | 0.23% | −468−0.4% | 減碼 |
| Apollon Wealth Management, LLC | 107,796 | $635.2 萬 | 0.22% | +18,955+21.3% | 加碼 |
| Integrated Wealth Concepts LLC | 107,703 | $634.7 萬 | 0.10% | −4,544−4.0% | 減碼 |
| Westpac Banking Corp | 107,420 | $633.0 萬 | 0.52% | −61,032−36.2% | 減碼 |
| Whittier Trust Co of Nevada Inc | 105,694 | $622.9 萬 | 0.20% | −1,747−1.6% | 減碼 |
| Bull Street Advisors, LLC | 104,937 | $618.4 萬 | 3.13% | +500.0% | 加碼 |
| Birch Hill Investment Advisors LLC | 104,739 | $617.2 萬 | 0.33% | −2,885−2.7% | 減碼 |
| Stratos Wealth Advisors, LLC | 104,282 | $614.5 萬 | 0.35% | +127+0.1% | 加碼 |
| Lynch & Associates | 104,055 | $613.2 萬 | 1.49% | +246+0.2% | 加碼 |
| First National Bank of Omaha | 103,801 | $611.7 萬 | 0.39% | −123,425−54.3% | 減碼 |
| Valeo Financial Advisors, LLC | 132,630 | $611.6 萬 | 0.25% | −422−0.3% | 減碼 |
| Wetherby Asset Management Inc | 103,653 | $610.8 萬 | 0.32% | −1,710−1.6% | 減碼 |
| Cornerstone Wealth Management, LLC | 103,562 | $610.3 萬 | 0.52% | +324+0.3% | 加碼 |
| DT Investment Partners, LLC | 101,756 | $609.5 萬 | 0.66% | −1,240−1.2% | 減碼 |
| Sonora Investment Management Group, LLC | 102,365 | $603.2 萬 | 0.49% | −4,116−3.9% | 減碼 |
| Visionary Wealth Advisors | 102,200 | $602.3 萬 | 0.44% | −629−0.6% | 減碼 |
| Windle Wealth, LLC | 101,651 | $599.0 萬 | 4.20% | +1,755+1.8% | 加碼 |
| Pacific Global Investment Management CO | 101,523 | $598.3 萬 | 1.22% | +2,051+2.1% | 加碼 |
| Boston Private Wealth LLC | 101,400 | $597.6 萬 | 0.15% | −6,020−5.6% | 減碼 |
| Destination Wealth Management | 101,314 | $597.0 萬 | 0.21% | −1,187−1.2% | 減碼 |
| Clearstead Advisors, LLC | 101,206 | $596.4 萬 | 0.32% | −9,033−8.2% | 減碼 |
| Cohen Klingenstein LLC | 101,200 | $596.4 萬 | 0.24% | 00.0% | 不變 |
| FJ Investments, LLC | 101,100 | $595.8 萬 | 0.28% | +101,100 | 新進 |
| BCM Advisors, LLC | 99,336 | $595.0 萬 | 1.56% | 00.0% | 不變 |
| Ostrum Asset Management | 100,840 | $594.3 萬 | 0.52% | −12,278−10.9% | 減碼 |
| City Holding Co | 100,143 | $590.1 萬 | 0.95% | +5,097+5.4% | 加碼 |
| Ascent Group, LLC | 98,826 | $590.0 萬 | 0.56% | +6,584+7.1% | 加碼 |
| Bislett Management, LLC | 100,000 | $589.3 萬 | 3.77% | 00.0% | 不變 |