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。
2024 年第 1 季 13F 持有人
Coca Cola Co 在 2024/3/31 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
- 2,988
- 較 2023 年第 4 季 +29 家
- 持有股數
- 30.5 億
- 較 2023 年第 4 季 +3,511 萬 (+1.2%)
- 總市值
- $1,864 億
- 較 2023 年第 4 季 +$88.3 億 (+5.0%)
- 新進機構
- 175
- 另有 1,204 家加碼
- 清倉機構
- 146
- 另有 1,195 家減碼
另有 40 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| MBL Wealth, LLC | 9,869 | $60.4 萬 | 0.07% | −1,215−11.0% | 減碼 |
| Onefund, LLC | 10,015 | $60.8 萬 | 0.73% | −274−2.7% | 減碼 |
| Archer Investment Corp | 9,941 | $60.8 萬 | 0.18% | −3,814−27.7% | 減碼 |
| Taylor Hoffman Wealth Management | 9,950 | $60.9 萬 | 0.26% | −326−3.2% | 減碼 |
| Regimen Wealth, LLC | 9,953 | $60.9 萬 | 0.21% | −1,792−15.3% | 減碼 |
| Gibson Wealth Advisors LLC | 10,000 | $61.2 萬 | 0.59% | +10,000 | 新進 |
| BCU Wealth Advisors, LLC | 10,020 | $61.3 萬 | 0.52% | 00.0% | 不變 |
| Aspen Investment Management Inc | 10,031 | $61.4 萬 | 0.31% | −313−3.0% | 減碼 |
| Aveo Capital Partners, LLC | 9,894 | $61.5 萬 | 0.07% | +185+1.9% | 加碼 |
| Elk River Wealth Management, LLC | 9,980 | $61.5 萬 | 0.13% | −858−7.9% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 10,096 | $61.8 萬 | 0.10% | −191−1.9% | 減碼 |
| Firethorn Wealth Partners, LLC | 10,097 | $61.8 萬 | 0.36% | +1,136+12.7% | 加碼 |
| Finer Wealth Management, Inc. | 10,101 | $61.8 萬 | 0.41% | 00.0% | 不變 |
| DAGCO, Inc. | 10,121 | $61.9 萬 | 0.28% | +9,240+1,048.8% | 加碼 |
| Cubic Asset Management, LLC | 10,124 | $61.9 萬 | 0.15% | −60−0.6% | 減碼 |
| MQS Management LLC | 10,134 | $62.0 萬 | 0.36% | −9,838−49.3% | 減碼 |
| Eudaimonia Advisors LLC | 10,154 | $62.1 萬 | 0.33% | −319−3.0% | 減碼 |
| Spinnaker Investment Group, LLC | 10,185 | $62.3 萬 | 0.18% | 00.0% | 不變 |
| Viawealth, LLC | 10,203 | $62.4 萬 | 0.39% | +725+7.6% | 加碼 |
| Bangor Savings Bank | 10,205 | $62.4 萬 | 0.06% | 00.0% | 不變 |
| GHP Investment Advisors, Inc. | 10,212 | $62.5 萬 | 0.03% | 00.0% | 不變 |
| Owen LaRue, LLC | 10,213 | $62.5 萬 | 0.39% | −474−4.4% | 減碼 |
| Cullen Capital Management LLC | 10,219 | $62.5 萬 | 0.01% | +1,650+19.3% | 加碼 |
| Wellington Wealth Strategies, LLC. | 10,227 | $62.6 萬 | 0.30% | +10,227 | 新進 |
| Fiduciary Family Office, LLC | 10,279 | $62.9 萬 | 0.25% | +2,630+34.4% | 加碼 |
| Corundum Group, Inc. | 10,282 | $62.9 萬 | 0.30% | −212−2.0% | 減碼 |
| Journey Advisory Group, LLC | 10,289 | $62.9 萬 | 0.08% | −348−3.3% | 減碼 |
| Argent Capital Management LLC | 10,310 | $63.1 萬 | 0.02% | 00.0% | 不變 |
| King Wealth | 10,319 | $63.1 萬 | 0.11% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 10,047 | $63.1 萬 | 0.37% | +313+3.2% | 加碼 |
| Proathlete Wealth Management LLC | 10,352 | $63.3 萬 | 0.34% | −288−2.7% | 減碼 |
| Diversified, LLC | 10,360 | $63.4 萬 | 0.09% | +2,158+26.3% | 加碼 |
| Willis Investment Counsel | 10,397 | $63.6 萬 | 0.04% | +265+2.6% | 加碼 |
| Hartford Financial Management Inc. | 10,408 | $63.7 萬 | 0.13% | 00.0% | 不變 |
| Olistico Wealth, LLC | 10,408 | $63.7 萬 | 0.46% | +2,065+24.8% | 加碼 |
| Grant/GrossMendelsohn, LLC | 10,665 | $63.7 萬 | 0.30% | +66+0.6% | 加碼 |
| Elgethun Capital Management | 10,485 | $63.8 萬 | 0.16% | +710+7.3% | 加碼 |
| Compass Ion Advisors, LLC | 10,430 | $63.8 萬 | 0.09% | 00.0% | 不變 |
| Mill Creek Capital Advisors, LLC | 10,446 | $63.9 萬 | 0.02% | −621−5.6% | 減碼 |
| Schrum Private Wealth Management LLC | 10,461 | $64.0 萬 | 0.58% | +2,057+24.5% | 加碼 |
| Gilman Hill Asset Management, LLC | 10,504 | $64.3 萬 | 0.12% | +1,415+15.6% | 加碼 |
| HCR Wealth Advisors | 10,525 | $64.4 萬 | 0.10% | −2,292−17.9% | 減碼 |
| Donoghue Forlines LLC | 10,537 | $64.5 萬 | 0.18% | +120+1.2% | 加碼 |
| Gray Wealth Management Inc. | 10,561 | $64.6 萬 | 0.29% | −430−3.9% | 減碼 |
| McDonald Partners LLC | 10,567 | $64.6 萬 | 0.18% | −800−7.0% | 減碼 |
| Cassaday & Co Wealth Management LLC | 10,589 | $64.8 萬 | 0.02% | +105+1.0% | 加碼 |
| Pinnacle Holdings, LLC | 10,623 | $65.0 萬 | 0.26% | −785−6.9% | 減碼 |
| L & S Advisors Inc | 10,649 | $65.2 萬 | 0.07% | −179−1.7% | 減碼 |
| Financial Management Professionals, Inc. | 10,670 | $65.3 萬 | 0.10% | +1,321+14.1% | 加碼 |
| N.E.W. Advisory Services LLC | 10,675 | $65.3 萬 | 0.07% | −285−2.6% | 減碼 |
| Brandywine Trust Co | 10,682 | $65.4 萬 | 0.11% | 00.0% | 不變 |
| MJP Associates Inc | 10,694 | $65.4 萬 | 0.14% | +2,750+34.6% | 加碼 |
| Meridian Investment Counsel Inc. | 10,737 | $65.7 萬 | 0.22% | +152+1.4% | 加碼 |
| Highline Wealth Partners LLC | 10,743 | $65.7 萬 | 0.27% | 00.0% | 不變 |
| Sunbelt Securities, Inc. | 10,762 | $65.8 萬 | 0.07% | −838−7.2% | 減碼 |
| Pinnacle West Asset Management, Inc. | 10,790 | $66.0 萬 | 0.52% | +300+2.9% | 加碼 |
| Monument Group Wealth Advisors, LLC | 10,811 | $66.1 萬 | 0.49% | 00.0% | 不變 |
| Stegent Equity Advisors, Inc. | 10,817 | $66.2 萬 | 0.67% | +10,817 | 新進 |
| Zhang Financial LLC | 10,823 | $66.2 萬 | 0.05% | 00.0% | 不變 |
| McAdam, LLC | 10,834 | $66.3 萬 | 0.04% | +417+4.0% | 加碼 |
| Mountain Pacific Investment Advisers Inc | 10,844 | $66.3 萬 | 0.04% | −200−1.8% | 減碼 |
| BCS Wealth Management | 10,861 | $66.4 萬 | 0.21% | −329−2.9% | 減碼 |
| Woodward Diversified Capital, LLC | 10,853 | $66.4 萬 | 0.41% | +551+5.3% | 加碼 |
| WoodTrust Financial Corp | 10,864 | $66.4 萬 | 0.11% | +1,108+11.4% | 加碼 |
| Cim Investment Mangement Inc | 10,879 | $66.6 萬 | 0.20% | 00.0% | 不變 |
| Oak Harvest Investment Services | 10,886 | $66.6 萬 | 0.11% | −138−1.3% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 10,836 | $66.8 萬 | 0.04% | +521+5.1% | 加碼 |
| Ashford Capital Management Inc | 10,926 | $66.8 萬 | 0.09% | −99−0.9% | 減碼 |
| First Heartland Consultants, Inc. | 10,945 | $67.0 萬 | 0.07% | −389−3.4% | 減碼 |
| TRUE Private Wealth Advisors | 10,972 | $67.0 萬 | 0.08% | +5,655+106.4% | 加碼 |
| Orser Capital Management, LLC | 10,968 | $67.1 萬 | 0.66% | 00.0% | 不變 |
| Verity Asset Management, Inc. | 10,982 | $67.2 萬 | 0.37% | −10.0% | 減碼 |
| Wills Financial Group, Inc. | 10,990 | $67.2 萬 | 0.32% | +10.0% | 加碼 |
| Larson Financial Group LLC | 10,996 | $67.3 萬 | 0.05% | −1,355−11.0% | 減碼 |
| Private Portfolio Partners LLC | 11,074 | $67.7 萬 | 0.14% | 00.0% | 不變 |
| Cladis Investment Advisory, LLC | 11,110 | $68.0 萬 | 0.50% | −200−1.8% | 減碼 |
| WealthTrust Axiom LLC | 11,116 | $68.0 萬 | 0.22% | −913−7.6% | 減碼 |
| Fortitude Advisory Group L.L.C. | 11,131 | $68.1 萬 | 0.38% | −354−3.1% | 減碼 |
| Farmers & Merchants Trust Co of Long Beach | 11,132 | $68.1 萬 | 0.17% | +395+3.7% | 加碼 |
| Angeles Wealth Management, LLC | 11,149 | $68.2 萬 | 0.07% | +265+2.4% | 加碼 |
| Dover Advisors, LLC | 11,180 | $68.4 萬 | 0.47% | +11,180 | 新進 |
| J. W. Coons Advisors, LLC | 11,198 | $68.5 萬 | 0.15% | +300+2.8% | 加碼 |
| Cowa, LLC | 11,220 | $68.6 萬 | 0.40% | −52−0.5% | 減碼 |
| Wealth Alliance Advisory Group, LLC | 11,254 | $68.9 萬 | 0.16% | +4,233+60.3% | 加碼 |
| WNY Asset Management, LLC | 11,311 | $69.2 萬 | 0.11% | −50−0.4% | 減碼 |
| Banco BTG Pactual S.A. | 11,359 | $69.5 萬 | 0.22% | −1,520−11.8% | 減碼 |
| Eastern Bank | 11,365 | $69.5 萬 | 0.03% | −1,244−9.9% | 減碼 |
| SRB Corp | 11,373 | $69.6 萬 | 0.04% | +2,490+28.0% | 加碼 |
| BlueChip Wealth Advisors LLC | 11,375 | $69.6 萬 | 0.45% | −2,700−19.2% | 減碼 |
| Northstar Asset Management LLC | 11,385 | $69.7 萬 | 0.17% | +250+2.2% | 加碼 |
| Fielder Capital Group LLC | 11,393 | $69.7 萬 | 0.31% | +20+0.2% | 加碼 |
| OMC Financial Services LTD | 11,419 | $69.9 萬 | 0.36% | +11,419 | 新進 |
| Norris Perne & French LLP | 11,430 | $69.9 萬 | 0.05% | +586+5.4% | 加碼 |
| Cooper Financial Group | 11,471 | $70.2 萬 | 0.12% | +50.0% | 加碼 |
| China Universal Asset Management Co., Ltd. | 11,409 | $70.3 萬 | 0.09% | −31,003−73.1% | 減碼 |
| Mango Five Family, Inc. | 11,523 | $70.5 萬 | 0.23% | −1,000−8.0% | 減碼 |
| Fulton Breakefield Broenniman LLC | 11,555 | $70.7 萬 | 0.05% | −769−6.2% | 減碼 |
| Connecticut Wealth Management, LLC | 11,564 | $70.7 萬 | 0.04% | +429+3.9% | 加碼 |
| Keudell/Morrison Wealth Management | 11,591 | $70.9 萬 | 0.21% | +250+2.2% | 加碼 |
| QVR LLC | 11,604 | $71.0 萬 | 0.12% | +11,604 | 新進 |