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 |
|---|---|---|---|---|---|
| BluePath Capital Management, LLC | 17,633 | $107.9 萬 | 0.83% | +1,480+9.2% | 加碼 |
| HMS Capital Management, LLC | 17,731 | $108.5 萬 | 0.60% | +17,731 | 新進 |
| Aberdeen Wealth Management LLC | 17,769 | $108.7 萬 | 0.63% | +600+3.5% | 加碼 |
| LM Advisors LLC | 17,781 | $108.8 萬 | 0.17% | −162−0.9% | 減碼 |
| Thompson Siegel & Walmsley LLC | 17,801 | $108.9 萬 | 0.02% | +4,994+39.0% | 加碼 |
| NFP Retirement, Inc. | 17,828 | $109.1 萬 | 0.09% | −34−0.2% | 減碼 |
| Castlekeep Investment Advisors LLC | 17,861 | $109.3 萬 | 0.79% | −2,209−11.0% | 減碼 |
| Magnetar Financial LLC | 17,875 | $109.4 萬 | 0.02% | −18,289−50.6% | 減碼 |
| Appleton Partners Inc | 17,878 | $109.4 萬 | 0.08% | −4,634−20.6% | 減碼 |
| Aire Advisors, LLC | 17,919 | $109.7 萬 | 0.25% | −467−2.5% | 減碼 |
| Regents of the University of California | 18,000 | $110.1 萬 | 0.32% | 00.0% | 不變 |
| Private Capital Advisors, Inc. | 18,010 | $110.2 萬 | 0.14% | 00.0% | 不變 |
| Waterfront Wealth Inc. | 17,939 | $110.4 萬 | 0.31% | +489+2.8% | 加碼 |
| Catalyst Financial Partners LLC | 18,893 | $110.5 萬 | 0.28% | +2,247+13.5% | 加碼 |
| Telos Capital Management, Inc. | 18,085 | $110.6 萬 | 0.12% | −231−1.3% | 減碼 |
| Next Capital Management LLC | 18,097 | $110.7 萬 | 0.45% | +461+2.6% | 加碼 |
| Keel Point, LLC | 18,182 | $111.2 萬 | 0.12% | +471+2.7% | 加碼 |
| Provident Investment Management, Inc. | 18,200 | $111.3 萬 | 0.10% | 00.0% | 不變 |
| Winton Group Ltd | 18,206 | $111.4 萬 | 0.08% | +18,206 | 新進 |
| Oxler Private Wealth LLC | 18,249 | $111.6 萬 | 0.44% | +12,583+222.1% | 加碼 |
| Marathon Capital Management | 18,270 | $111.8 萬 | 0.27% | 00.0% | 不變 |
| City State Bank | 18,288 | $111.9 萬 | 0.49% | −1,225−6.3% | 減碼 |
| Successful Portfolios LLC | 18,307 | $112.0 萬 | 0.76% | −215−1.2% | 減碼 |
| Smartleaf Asset Management LLC | 18,353 | $112.0 萬 | 0.22% | +4,642+33.9% | 加碼 |
| Spinnaker Trust | 18,368 | $112.4 萬 | 0.07% | +113+0.6% | 加碼 |
| Brown, Lisle/Cummings, Inc. | 18,389 | $112.5 萬 | 0.38% | +40+0.2% | 加碼 |
| CNB Bank | 18,429 | $112.7 萬 | 0.55% | −1,042−5.4% | 減碼 |
| Angeles Investment Advisors, LLC | 18,370 | $112.8 萬 | 0.06% | +2,558+16.2% | 加碼 |
| Coco Enterprises, LLC | 18,717 | $112.9 萬 | 0.77% | +1,243+7.1% | 加碼 |
| MONECO Advisors, LLC | 18,474 | $113.0 萬 | 0.18% | +360+2.0% | 加碼 |
| Arden Trust Co | 18,497 | $113.2 萬 | 0.16% | −396−2.1% | 減碼 |
| Cito Capital Group, LLC | 18,360 | $113.2 萬 | 0.46% | 00.0% | 不變 |
| Philadelphia Trust Co | 18,532 | $113.4 萬 | 0.09% | −41,894−69.3% | 減碼 |
| O'Rourke & Company, Inc | 18,543 | $113.4 萬 | 0.66% | +173+0.9% | 加碼 |
| Heritage Wealth Advisors | 18,544 | $113.5 萬 | 0.05% | +174+0.9% | 加碼 |
| Sendero Wealth Management, LLC | 18,557 | $113.5 萬 | 0.20% | +1,031+5.9% | 加碼 |
| Zullo Investment Group, Inc. | 18,568 | $113.6 萬 | 0.53% | +10.0% | 加碼 |
| FreeGulliver LLC | 18,571 | $113.6 萬 | 1.01% | +4,700+33.9% | 加碼 |
| Core Alternative Capital | 18,609 | $113.8 萬 | 0.20% | −1,416−7.1% | 減碼 |
| Essex Savings Bank | 19,376 | $114.2 萬 | 0.33% | 00.0% | 不變 |
| Beck Mack & Oliver LLC | 18,724 | $114.6 萬 | 0.02% | −6,720−26.4% | 減碼 |
| 1st Source Bank | 18,730 | $114.6 萬 | 0.07% | −60−0.3% | 減碼 |
| G&S Capital LLC | 18,739 | $114.6 萬 | 0.51% | −4,700−20.1% | 減碼 |
| GSB Wealth Management, LLC | 18,804 | $115.0 萬 | 0.32% | 00.0% | 不變 |
| Old North State Trust, LLC | 18,828 | $115.2 萬 | 0.97% | +18,828 | 新進 |
| Prostatis Group LLC | 18,948 | $115.3 萬 | 0.44% | +2,381+14.4% | 加碼 |
| Great Lakes Retirement, Inc. | 18,845 | $115.3 萬 | 0.17% | +756+4.2% | 加碼 |
| AJ Advisors, LLC | 18,857 | $115.4 萬 | 0.64% | −265−1.4% | 減碼 |
| Meridian Wealth Advisors, LLC | 18,876 | $115.5 萬 | 0.22% | −1,058−5.3% | 減碼 |
| First National Advisers, LLC | 18,806 | $115.9 萬 | 0.26% | +4,063+27.6% | 加碼 |
| Providence First Trust Co | 18,945 | $115.9 萬 | 0.50% | +2,405+14.5% | 加碼 |
| New Hampshire Trust | 18,959 | $116.0 萬 | 0.27% | −532−2.7% | 減碼 |
| Financial Advisory Service, Inc. | 18,962 | $116.0 萬 | 0.10% | −748−3.8% | 減碼 |
| Alerus Financial NA | 19,012 | $116.3 萬 | 0.09% | −168−0.9% | 減碼 |
| Windsor Capital Management, LLC | 19,077 | $116.7 萬 | 0.36% | 00.0% | 不變 |
| Calamos Wealth Management LLC | 19,117 | $117.0 萬 | 0.07% | −243−1.3% | 減碼 |
| BBR Partners, LLC | 19,187 | $117.4 萬 | 0.09% | +5,255+37.7% | 加碼 |
| Ascension Asset Management LLC | 19,200 | $117.5 萬 | 0.63% | +19,200 | 新進 |
| Personal Cfo Solutions, LLC | 19,203 | $117.5 萬 | 0.18% | +406+2.2% | 加碼 |
| Atomi Financial Group, Inc. | 19,219 | $117.6 萬 | 0.11% | +8,362+77.0% | 加碼 |
| Shulman DeMeo Asset Management LLC | 19,282 | $118.0 萬 | 0.31% | −51−0.3% | 減碼 |
| Martin & Co Inc | 19,325 | $118.2 萬 | 0.29% | −410−2.1% | 減碼 |
| Missouri Trust & Investment Co | 19,341 | $118.3 萬 | 0.46% | −208−1.1% | 減碼 |
| Creative Financial Designs Inc | 19,355 | $118.4 萬 | 0.11% | −303−1.5% | 減碼 |
| Rothschild Investment LLC | 19,364 | $118.5 萬 | 0.09% | +1,010+5.5% | 加碼 |
| Farmers Trust Co | 19,380 | $118.6 萬 | 0.24% | −570−2.9% | 減碼 |
| Brady Family Wealth, LLC | 19,491 | $119.2 萬 | 0.39% | −1,163−5.6% | 減碼 |
| Doliver Advisors, LP | 19,684 | $120.4 萬 | 0.34% | −980−4.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 19,773 | $121.0 萬 | 0.18% | −476−2.4% | 減碼 |
| Marcum Wealth, LLC | 19,855 | $121.5 萬 | 0.12% | −480−2.4% | 減碼 |
| Inceptionr LLC | 19,856 | $121.5 萬 | 0.31% | +8,110+69.0% | 加碼 |
| Sandy Cove Advisors, LLC | 19,874 | $121.6 萬 | 0.56% | +327+1.7% | 加碼 |
| Davis R M Inc | 19,878 | $121.6 萬 | 0.03% | +2,473+14.2% | 加碼 |
| Berkeley Capital Partners, LLC | 19,952 | $122.1 萬 | 0.37% | −75−0.4% | 減碼 |
| Strategic Advisors LLC | 20,040 | $122.6 萬 | 0.24% | +10,000+99.6% | 加碼 |
| Means Investment Co., Inc. | 20,108 | $123.0 萬 | 0.16% | −139−0.7% | 減碼 |
| Smithfield Trust Co | 20,170 | $123.2 萬 | 0.07% | −1,486−6.9% | 減碼 |
| Beaton Management Co. Inc. | 20,141 | $123.2 萬 | 0.67% | +383+1.9% | 加碼 |
| Waddell & Associates, LLC | 20,187 | $123.5 萬 | 0.17% | −3,188−13.6% | 減碼 |
| Northern Financial Advisors Inc | 20,240 | $123.8 萬 | 0.97% | +262+1.3% | 加碼 |
| Blueprint Investment Partners LLC | 20,284 | $124.1 萬 | 0.25% | +10,590+109.2% | 加碼 |
| WCG Wealth Advisors LLC | 20,292 | $124.1 萬 | 0.10% | +1,018+5.3% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 20,288 | $124.1 萬 | 0.74% | −5,200−20.4% | 減碼 |
| Blue Fin Capital, Inc. | 20,315 | $124.3 萬 | 0.28% | −607−2.9% | 減碼 |
| Stratos Wealth Advisors, LLC | 20,328 | $124.4 萬 | 0.07% | −83,954−80.5% | 減碼 |
| Xcel Wealth Management, LLC | 20,378 | $124.7 萬 | 0.39% | −2,800−12.1% | 減碼 |
| Hanover Advisors Inc | 20,438 | $125.0 萬 | 0.52% | 00.0% | 不變 |
| Wynn Capital, LLC | 20,464 | $125.2 萬 | 0.97% | +142+0.7% | 加碼 |
| Gsa Capital Partners LLP | 20,479 | $125.3 萬 | 0.10% | +20,479 | 新進 |
| A. D. Beadell Investment Counsel, Inc. | 20,520 | $125.5 萬 | 1.10% | −415−2.0% | 減碼 |
| American National Bank | 20,554 | $125.7 萬 | 0.17% | +3,688+21.9% | 加碼 |
| Lederer & Associates Investment Counsel | 20,635 | $126.2 萬 | 0.88% | 00.0% | 不變 |
| BayBridge Capital Group, LLC | 20,863 | $126.3 萬 | 1.10% | +20,863 | 新進 |
| Wilkinson Global Asset Management LLC | 20,700 | $126.6 萬 | 0.08% | −1,395−6.3% | 減碼 |
| Paradigm Financial Partners, LLC | 20,726 | $126.8 萬 | 0.27% | −2,466−10.6% | 減碼 |
| VeraBank, N.A. | 20,738 | $126.9 萬 | 0.40% | 00.0% | 不變 |
| Founders Financial Alliance, LLC | 20,754 | $127.0 萬 | 0.38% | −1,702−7.6% | 減碼 |
| Deseret Mutual Benefit Administrators | 20,845 | $127.5 萬 | 0.64% | +2,016+10.7% | 加碼 |
| Delta Asset Management LLC | 20,851 | $127.6 萬 | 0.11% | −25−0.1% | 減碼 |
| Autumn Glory Partners, LLC | 20,869 | $127.7 萬 | 0.62% | 00.0% | 不變 |