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
- 2,989
- 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 1,205 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 | 3,584 | $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 |
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 |
|---|---|---|---|---|---|
| Eagle Strategies LLC | 5,636 | $34.5 萬 | 0.08% | −7,404−56.8% | 減碼 |
| Solidarilty Wealth, LLC | 5,599 | $34.5 萬 | 0.11% | −540−8.8% | 減碼 |
| Hyperion Partners, LLC | 5,653 | $34.6 萬 | 0.25% | −13−0.2% | 減碼 |
| Campbell Newman Asset Management Inc | 5,656 | $34.6 萬 | 0.03% | 00.0% | 不變 |
| Total Investment Management Inc | 5,658 | $34.6 萬 | 0.04% | +78+1.4% | 加碼 |
| Security Financial Services, INC. | 5,660 | $34.6 萬 | 0.08% | +104+1.9% | 加碼 |
| Adalta Capital Management LLC | 5,625 | $34.7 萬 | 0.19% | 00.0% | 不變 |
| Red Wave Investments LLC | 5,673 | $34.7 萬 | 0.13% | +81+1.4% | 加碼 |
| Savvy Advisors, Inc. | 5,674 | $34.7 萬 | 0.20% | +5,674 | 新進 |
| Monticello Wealth Management, LLC | 5,705 | $34.9 萬 | 0.03% | −1,862−24.6% | 減碼 |
| Hutchinson Capital Management | 5,705 | $34.9 萬 | 0.07% | −5,190−47.6% | 減碼 |
| KLCM Advisors, Inc. | 5,705 | $34.9 萬 | 0.04% | −117−2.0% | 減碼 |
| Rosenberg Matthew Hamilton | 5,754 | $34.9 萬 | 0.10% | −310−5.1% | 減碼 |
| FFT Wealth Management LLC | 5,708 | $34.9 萬 | 0.03% | +852+17.5% | 加碼 |
| Resonant Capital Advisors, LLC | 5,665 | $34.9 萬 | 0.03% | +1,832+47.8% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 5,934 | $35.1 萬 | 0.20% | +5+0.1% | 加碼 |
| Horizon Kinetics Asset Management LLC | 5,740 | $35.1 萬 | 0.01% | +100+1.8% | 加碼 |
| Objective Capital Management, LLC | 5,742 | $35.1 萬 | 0.24% | −263−4.4% | 減碼 |
| United Advisor Group, LLC | 5,746 | $35.2 萬 | 0.13% | +5,746 | 新進 |
| Kessler Investment Group, LLC | 5,753 | $35.2 萬 | 0.22% | +2,329+68.0% | 加碼 |
| Doheny Asset Management | 5,758 | $35.2 萬 | 0.29% | −1,615−21.9% | 減碼 |
| Kerntke Otto McGlone Wealth Management Group | 5,757 | $35.2 萬 | 0.35% | −193−3.2% | 減碼 |
| Fernwood Investment Management, LLC | 5,773 | $35.3 萬 | 0.10% | 00.0% | 不變 |
| Hoxton Planning & Management, LLC | 5,773 | $35.3 萬 | 0.17% | +1,182+25.7% | 加碼 |
| Migdal Insurance & Financial Holdings Ltd. | 5,793 | $35.4 萬 | 0.01% | +276+5.0% | 加碼 |
| Alpha Family Trust | 5,800 | $35.5 萬 | 0.21% | +1,215+26.5% | 加碼 |
| Rede Wealth, LLC | 5,807 | $35.5 萬 | 0.15% | +400+7.4% | 加碼 |
| Seeds Investor LLC | 5,808 | $35.5 萬 | 0.33% | +2,253+63.4% | 加碼 |
| Lebenthal Global Advisors, LLC | 5,813 | $35.6 萬 | 0.08% | +526+9.9% | 加碼 |
| Pacific Center for Financial Services | 5,821 | $35.6 萬 | 0.10% | −327−5.3% | 減碼 |
| Gibbs Wealth Management | 5,843 | $35.7 萬 | 0.21% | +5,843 | 新進 |
| Sunpointe, LLC | 5,803 | $35.8 萬 | 0.40% | +314+5.7% | 加碼 |
| HHM Wealth Advisors, LLC | 5,858 | $35.8 萬 | 0.06% | −325−5.3% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 5,878 | $35.9 萬 | 0.22% | +342+6.2% | 加碼 |
| Marietta Wealth Management, LLC | 5,868 | $35.9 萬 | 0.06% | 00.0% | 不變 |
| Central Valley Advisors, LLC | 5,884 | $36.0 萬 | 0.19% | −57−1.0% | 減碼 |
| West Oak Capital, LLC | 5,892 | $36.0 萬 | 0.15% | 00.0% | 不變 |
| Camden National Bank | 5,898 | $36.1 萬 | 0.06% | −459−7.2% | 減碼 |
| Garrett Investment Advisors LLC | 5,901 | $36.1 萬 | 0.05% | −97−1.6% | 減碼 |
| New England Capital Financial Advisors LLC | 5,906 | $36.1 萬 | 0.20% | 00.0% | 不變 |
| Cassady Schiller Wealth Management, LLC | 5,918 | $36.2 萬 | 0.16% | +1,350+29.6% | 加碼 |
| Canopy Partners, LLC | 5,920 | $36.2 萬 | 0.18% | +832+16.4% | 加碼 |
| Spectrum Wealth Counsel, LLC | 5,923 | $36.2 萬 | 0.04% | +409+7.4% | 加碼 |
| Brightwater Advisory LLC | 5,933 | $36.3 萬 | 0.29% | 00.0% | 不變 |
| Clean Yield Group | 5,943 | $36.4 萬 | 0.14% | −300−4.8% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 5,956 | $36.4 萬 | 0.06% | +127+2.2% | 加碼 |
| Onyx Bridge Wealth Group LLC | 5,962 | $36.8 萬 | 0.07% | +172+3.0% | 加碼 |
| Quantum Financial Advisors, LLC | 6,019 | $36.8 萬 | 0.07% | +11+0.2% | 加碼 |
| First Citizens Financial Corp | 6,020 | $36.8 萬 | 0.22% | +55+0.9% | 加碼 |
| Lokken Investment Group LLC | 6,038 | $36.9 萬 | 0.18% | 00.0% | 不變 |
| Wealth Management Associates, Inc. | 5,805 | $37.0 萬 | 0.17% | −153−2.6% | 減碼 |
| JJJ Advisors Inc. | 6,021 | $37.0 萬 | 0.08% | +12+0.2% | 加碼 |
| Valley National Advisers Inc | 6,094 | $37.2 萬 | 0.06% | +243+4.2% | 加碼 |
| Roof Eidam & Maycock | 6,085 | $37.2 萬 | 0.10% | −200−3.2% | 減碼 |
| Avaii Wealth Management, LLC | 6,102 | $37.3 萬 | 0.22% | −43−0.7% | 減碼 |
| Benedetti & Gucer, Inc. | 6,118 | $37.4 萬 | 0.19% | −2,156−26.1% | 減碼 |
| FSA Wealth Management LLC | 6,118 | $37.4 萬 | 0.16% | 00.0% | 不變 |
| Wescott Financial Advisory Group, LLC | 6,132 | $37.5 萬 | 0.05% | −132−2.1% | 減碼 |
| Cascade Financial Partners, LLC | 6,447 | $37.6 萬 | 0.05% | +6,447 | 新進 |
| Archetype Wealth Partners | 6,140 | $37.6 萬 | 0.06% | −763−11.1% | 減碼 |
| Aurora Private Wealth, Inc. | 6,167 | $37.6 萬 | 0.33% | −116−1.8% | 減碼 |
| MayTech Global Investments, LLC | 6,150 | $37.6 萬 | 0.06% | +360+6.2% | 加碼 |
| First Interstate Bank | 6,155 | $37.7 萬 | 0.03% | −187−2.9% | 減碼 |
| Outlook Wealth Advisors, LLC | 6,172 | $37.8 萬 | 0.12% | +848+15.9% | 加碼 |
| Asset Planning Corporation | 6,173 | $37.8 萬 | 0.28% | +1,753+39.7% | 加碼 |
| Insight Folios Inc | 6,174 | $37.8 萬 | 0.15% | −369−5.6% | 減碼 |
| Union Savings Bank | 6,175 | $37.8 萬 | 0.20% | 00.0% | 不變 |
| Univest Financial Corp | 6,182 | $37.8 萬 | 0.11% | 00.0% | 不變 |
| Latitude Advisors, LLC | 6,185 | $37.8 萬 | 0.24% | +56+0.9% | 加碼 |
| Oak Asset Management, LLC | 6,208 | $38.0 萬 | 0.14% | 00.0% | 不變 |
| Global Trust Asset Management, LLC | 6,208 | $38.0 萬 | 0.16% | +200+3.3% | 加碼 |
| Oceanside Advisors LLC | 6,244 | $38.2 萬 | 0.32% | 00.0% | 不變 |
| Retirement Planning Co of New England, Inc. | 6,246 | $38.2 萬 | 0.21% | −428−6.4% | 減碼 |
| Brevan Howard Capital Management LP | 6,253 | $38.3 萬 | 0.03% | +6,253 | 新進 |
| Optas, LLC | 6,253 | $38.3 萬 | 0.10% | +158+2.6% | 加碼 |
| Country Trust Bank | 6,253 | $38.3 萬 | 0.01% | +544+9.5% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 6,257 | $38.3 萬 | 0.02% | −263−4.0% | 減碼 |
| Lyell Wealth Management, LP | 6,269 | $38.4 萬 | 0.04% | +994+18.8% | 加碼 |
| SYSTM Wealth Solutions LLC | 6,253 | $38.4 萬 | 0.05% | +532+9.3% | 加碼 |
| Cary Street Partners Asset Management LLC | 6,280 | $38.4 萬 | 0.06% | 00.0% | 不變 |
| Peoples Bank | 6,301 | $38.5 萬 | 0.21% | −66−1.0% | 減碼 |
| Shufro Rose & Co LLC | 6,301 | $38.5 萬 | 0.03% | −199−3.1% | 減碼 |
| Planning Center, Inc. | 6,310 | $38.6 萬 | 0.08% | −1,804−22.2% | 減碼 |
| Gould Asset Management LLC | 6,311 | $38.6 萬 | 0.09% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 6,319 | $38.7 萬 | 0.09% | −165−2.5% | 減碼 |
| Annex Advisory Services, LLC | 6,322 | $38.7 萬 | 0.01% | +222+3.6% | 加碼 |
| Kozak & Associates, Inc. | 6,118 | $38.7 萬 | 0.10% | +42+0.7% | 加碼 |
| Beacon Investment Advisory Services, Inc. | 6,339 | $38.8 萬 | 0.02% | −925−12.7% | 減碼 |
| Johnson Bixby & Associates, LLC | 6,355 | $38.9 萬 | 0.07% | 00.0% | 不變 |
| Tiemann Investment Advisors, LLC | 6,367 | $39.0 萬 | 0.17% | 00.0% | 不變 |
| Vista Wealth Management Group, LLC | 6,369 | $39.0 萬 | 0.03% | −254−3.8% | 減碼 |
| Integrated Investment Consultants, LLC | 6,398 | $39.1 萬 | 0.11% | +1,311+25.8% | 加碼 |
| Advisors Preferred, LLC | 6,458 | $39.2 萬 | 0.07% | −1,076−14.3% | 減碼 |
| Cornercap Investment Counsel Inc | 6,407 | $39.2 萬 | 0.06% | +500+8.5% | 加碼 |
| Schmidt P J Investment Management Inc | 6,423 | $39.3 萬 | 0.07% | −256−3.8% | 減碼 |
| RW Investment Management LLC | 6,427 | $39.3 萬 | 0.05% | −745−10.4% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 6,440 | $39.4 萬 | 0.04% | −22−0.3% | 減碼 |
| Landaas & Co | 6,432 | $39.4 萬 | 0.13% | −11−0.2% | 減碼 |
| Private Capital Management LLC | 6,452 | $39.5 萬 | 0.09% | +505+8.5% | 加碼 |
| Bruce G. Allen Investments, LLC | 6,454 | $39.5 萬 | 0.32% | +351+5.8% | 加碼 |