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 |
|---|---|---|---|---|---|
| First National Bank of Mount Dora, Trust Investment Services | 11,605 | $71.0 萬 | 0.17% | +2,020+21.1% | 加碼 |
| Financial Partners Group, LLC | 11,640 | $71.2 萬 | 0.28% | +3,355+40.5% | 加碼 |
| LS Investment Advisors, LLC | 11,651 | $71.3 萬 | 0.11% | 00.0% | 不變 |
| Alliance Wealth Advisors, LLC | 11,651 | $71.3 萬 | 0.21% | +448+4.0% | 加碼 |
| Icon Wealth Advisors, LLC | 11,685 | $71.5 萬 | 0.07% | +313+2.8% | 加碼 |
| S&CO Inc | 11,725 | $71.7 萬 | 0.05% | 00.0% | 不變 |
| Bank of New Hampshire | 11,734 | $71.8 萬 | 0.19% | −2,400−17.0% | 減碼 |
| MBA Advisors LLC | 11,766 | $72.0 萬 | 0.37% | −760−6.1% | 減碼 |
| Plancorp, LLC | 11,782 | $72.1 萬 | 0.03% | −1,518−11.4% | 減碼 |
| NorthCrest Asset Manangement, LLC | 11,845 | $72.5 萬 | 0.02% | +505+4.5% | 加碼 |
| Patriot Investment Management Inc. | 11,852 | $72.5 萬 | 0.06% | 00.0% | 不變 |
| Foster Dykema Cabot & Partners, LLC | 11,768 | $72.6 萬 | 0.07% | −69−0.6% | 減碼 |
| Delta Financial Group, Inc. | 11,861 | $72.6 萬 | 0.21% | −515−4.2% | 減碼 |
| Lakeshore Financial Planning, Inc. | 11,865 | $72.6 萬 | 0.37% | −188−1.6% | 減碼 |
| Retirement Income Solutions, Inc | 11,879 | $72.7 萬 | 0.16% | +100+0.8% | 加碼 |
| Premier Path Wealth Partners, LLC | 12,009 | $72.9 萬 | 0.14% | +170+1.4% | 加碼 |
| InTrack Investment Management Inc | 11,940 | $73.0 萬 | 0.54% | −473−3.8% | 減碼 |
| Peachtree Investment Partners, LLC | 11,940 | $73.1 萬 | 0.30% | −276−2.3% | 減碼 |
| Becker Capital Management Inc | 11,850 | $73.1 萬 | 0.03% | +6,190+109.4% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,946 | $73.1 萬 | 0.30% | −1,482−11.0% | 減碼 |
| Sit Investment Associates Inc | 11,952 | $73.1 萬 | 0.02% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 11,984 | $73.3 萬 | 0.15% | +11,984 | 新進 |
| Wall Street Access Asset Management, LLC | 11,987 | $73.3 萬 | 0.30% | +2,750+29.8% | 加碼 |
| Virtue Capital Management, LLC | 12,471 | $73.3 萬 | 0.13% | +711+6.0% | 加碼 |
| Gratus Wealth Advisors, LLC | 12,452 | $73.4 萬 | 0.13% | +2,895+30.3% | 加碼 |
| Atwood & Palmer Inc | 12,032 | $73.6 萬 | 0.06% | 00.0% | 不變 |
| Lingohr & Partner Asset Management GmbH | 12,059 | $73.8 萬 | 1.85% | +1,853+18.2% | 加碼 |
| Nemes Rush Group LLC | 12,066 | $73.8 萬 | 0.11% | −395−3.2% | 減碼 |
| Hendershot Investments Inc. | 12,071 | $73.9 萬 | 0.11% | +266+2.3% | 加碼 |
| SevenBridge Financial Group, LLC | 11,883 | $73.9 萬 | 0.17% | −600−4.8% | 減碼 |
| Sovereign Financial Group, Inc. | 12,100 | $74.0 萬 | 0.20% | +1,049+9.5% | 加碼 |
| Duncker Streett & Co Inc | 12,105 | $74.1 萬 | 0.15% | +2,600+27.4% | 加碼 |
| Ransom Advisory, Ltd | 12,128 | $74.2 萬 | 0.40% | +12,128 | 新進 |
| Richard W. Paul & Associates, LLC | 12,128 | $74.2 萬 | 0.30% | +125+1.0% | 加碼 |
| Commonwealth Financial Services, LLC | 12,602 | $74.3 萬 | 0.17% | 00.0% | 不變 |
| ICA Group Wealth Management, LLC | 12,162 | $74.4 萬 | 0.15% | −87−0.7% | 減碼 |
| Johnson & White Wealth Management, LLC | 12,179 | $74.5 萬 | 0.54% | +1,357+12.5% | 加碼 |
| Reuter James Wealth Management, LLC | 12,184 | $74.5 萬 | 0.52% | −170−1.4% | 減碼 |
| PFG Advisors | 12,188 | $74.6 萬 | 0.05% | −1,673−12.1% | 減碼 |
| Essex Investment Management Co LLC | 12,222 | $74.8 萬 | 0.15% | −10−0.1% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 12,226 | $74.8 萬 | 0.23% | +200+1.7% | 加碼 |
| Monograph Wealth Advisors, LLC | 12,154 | $74.9 萬 | 0.11% | +2,525+26.2% | 加碼 |
| Alhambra Investment Partners LLC | 12,263 | $75.0 萬 | 0.41% | 00.0% | 不變 |
| Clear Creek Financial Management, LLC | 12,258 | $75.0 萬 | 0.10% | +234+1.9% | 加碼 |
| Intellectus Partners, LLC | 12,201 | $75.2 萬 | 0.20% | +12,201 | 新進 |
| Weinberger Asset Management, Inc | 12,328 | $75.4 萬 | 0.36% | +13+0.1% | 加碼 |
| AdvisorNet Financial, Inc | 12,329 | $75.4 萬 | 0.07% | −133−1.1% | 減碼 |
| Eight 31 Financial LLC | 12,335 | $75.5 萬 | 0.47% | −3,046−19.8% | 減碼 |
| Bennett Selby Investments LP | 12,394 | $75.8 萬 | 0.35% | +66+0.5% | 加碼 |
| Cornerstone Management, Inc. | 12,401 | $75.9 萬 | 0.17% | 00.0% | 不變 |
| Accurate Wealth Management, LLC | 12,671 | $76.2 萬 | 0.22% | +427+3.5% | 加碼 |
| Colonial River Wealth Management, LLC | 12,466 | $76.3 萬 | 0.43% | −4,778−27.7% | 減碼 |
| Buttonwood Financial Advisors Inc. | 12,470 | $76.3 萬 | 0.36% | −226−1.8% | 減碼 |
| Marietta Investment Partners LLC | 12,482 | $76.4 萬 | 0.17% | 00.0% | 不變 |
| Wolff Financial Management LLC | 12,495 | $76.4 萬 | 0.22% | 00.0% | 不變 |
| 49 Wealth Management, LLC | 12,623 | $76.6 萬 | 0.16% | −289−2.2% | 減碼 |
| Savoie Capital LLC | 12,523 | $76.6 萬 | 0.11% | +12,523 | 新進 |
| Mount Yale Investment Advisors, LLC | 12,534 | $76.7 萬 | 0.06% | +3,111+33.0% | 加碼 |
| EverSource Wealth Advisors, LLC | 12,419 | $76.7 萬 | 0.06% | +1,722+16.1% | 加碼 |
| Centurion Wealth Management LLC | 12,542 | $76.7 萬 | 0.30% | +1,016+8.8% | 加碼 |
| West Family Investments, Inc. | 12,575 | $76.9 萬 | 0.24% | +368+3.0% | 加碼 |
| Mainsail Financial Group, LLC | 12,595 | $77.1 萬 | 0.53% | +335+2.7% | 加碼 |
| Retirement Guys Formula LLC | 12,612 | $77.2 萬 | 0.38% | +2,317+22.5% | 加碼 |
| Childress Capital Advisors, LLC | 12,630 | $77.3 萬 | 0.22% | −1,713−11.9% | 減碼 |
| West Michigan Advisors, LLC | 12,637 | $77.3 萬 | 0.25% | +5,786+84.5% | 加碼 |
| Quotient Wealth Partners, LLC | 12,638 | $77.3 萬 | 0.03% | +3,643+40.5% | 加碼 |
| IVC Wealth Advisors LLC | 12,643 | $77.3 萬 | 0.45% | +468+3.8% | 加碼 |
| Hunter Associates Investment Management LLC | 12,633 | $77.4 萬 | 0.13% | −3,732−22.8% | 減碼 |
| Delta Financial Advisors LLC | 12,654 | $77.4 萬 | 0.31% | 00.0% | 不變 |
| Spreng Capital Management, Inc. | 12,677 | $77.6 萬 | 0.42% | +85+0.7% | 加碼 |
| Grove Bank & Trust | 12,679 | $77.6 萬 | 0.13% | −9,274−42.2% | 減碼 |
| Register Financial Advisors LLC | 12,679 | $77.6 萬 | 0.40% | +182+1.5% | 加碼 |
| FSB Premier Wealth Management, Inc. | 12,679 | $77.6 萬 | 0.36% | −104−0.8% | 減碼 |
| ARS Wealth Advisors Group, LLC | 12,712 | $77.8 萬 | 0.10% | −48−0.4% | 減碼 |
| Searle & Co. | 12,717 | $77.8 萬 | 0.20% | 00.0% | 不變 |
| Letson Investment Management, Inc. | 12,793 | $78.3 萬 | 0.33% | 00.0% | 不變 |
| First National Bank & Trust Co of Newtown | 12,798 | $78.3 萬 | 0.16% | −205−1.6% | 減碼 |
| Ausdal Financial Partners, Inc. | 12,872 | $78.7 萬 | 0.09% | +162+1.3% | 加碼 |
| Seamount Financial Group Inc | 12,879 | $78.8 萬 | 0.69% | −129−1.0% | 減碼 |
| Great Diamond Partners, LLC | 12,886 | $78.8 萬 | 0.18% | 00.0% | 不變 |
| Robbins Farley LLC | 12,894 | $78.9 萬 | 0.43% | −11,335−46.8% | 減碼 |
| Pine Haven Investment Counsel, Inc | 12,910 | $79.0 萬 | 0.69% | 00.0% | 不變 |
| Lester Murray Antman dba SimplyRich | 12,902 | $79.0 萬 | 0.26% | +111+0.9% | 加碼 |
| ACT Advisors, LLC. | 12,919 | $79.0 萬 | 0.43% | −689−5.1% | 減碼 |
| Montchanin Asset Management, LLC | 12,923 | $79.1 萬 | 0.78% | +12,923 | 新進 |
| Motiv8 Investments LLC | 12,952 | $79.2 萬 | 0.62% | +1,140+9.7% | 加碼 |
| Hoertkorn Richard Charles | 12,955 | $79.3 萬 | 0.34% | −75−0.6% | 減碼 |
| JB Capital LLC | 12,970 | $79.4 萬 | 0.05% | +639+5.2% | 加碼 |
| Evernest Financial Advisors, LLC | 13,194 | $79.4 萬 | 0.38% | −106−0.8% | 減碼 |
| SkyOak Wealth, LLC | 12,986 | $79.5 萬 | 0.19% | −1,318−9.2% | 減碼 |
| Flynn Zito Capital Management, LLC | 12,999 | $79.5 萬 | 0.41% | +11+0.1% | 加碼 |
| First Foundation Advisors | 13,026 | $79.7 萬 | 0.03% | −661−4.8% | 減碼 |
| Gallagher Fiduciary Advisors, LLC | 13,051 | $79.8 萬 | 0.03% | +912+7.5% | 加碼 |
| Legacy Wealth Asset Management, LLC | 13,059 | $79.9 萬 | 0.22% | +105+0.8% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 13,566 | $79.9 萬 | 0.44% | +550+4.2% | 加碼 |
| Benjamin Edwards Inc | 13,082 | $80.0 萬 | 0.16% | −2,361−15.3% | 減碼 |
| Central Bank & Trust Co | 13,079 | $80.0 萬 | 0.11% | +61+0.5% | 加碼 |
| Congress Park Capital LLC | 13,125 | $80.3 萬 | 0.36% | 00.0% | 不變 |
| Silver Oak Securities, Inc | 13,141 | $80.4 萬 | 0.12% | +784+6.3% | 加碼 |
| Wrapmanager Inc | 13,145 | $80.4 萬 | 0.22% | +1,136+9.5% | 加碼 |