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 | 3,584 | $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 |
|---|---|---|---|---|---|
| Dillon & Associates Inc | 6,496 | $39.6 萬 | 0.06% | −51−0.8% | 減碼 |
| Brogan Financial, Inc. | 6,479 | $39.6 萬 | 0.26% | −2,185−25.2% | 減碼 |
| Fulcrum Capital LLC | 6,500 | $39.8 萬 | 0.09% | 00.0% | 不變 |
| Granite Investment Partners, LLC | 6,529 | $39.9 萬 | 0.02% | 00.0% | 不變 |
| KC Investment Advisors, LLC | 6,533 | $40.0 萬 | 0.21% | −439−6.3% | 減碼 |
| Howard Financial Services, Ltd. | 6,538 | $40.0 萬 | 0.07% | +45+0.7% | 加碼 |
| Investment Partners Asset Management, Inc. | 6,556 | $40.1 萬 | 0.36% | +1,553+31.0% | 加碼 |
| Sentry LLC | 6,587 | $40.3 萬 | 0.08% | −346−5.0% | 減碼 |
| KKM Financial LLC | 6,589 | $40.3 萬 | 0.20% | 00.0% | 不變 |
| Fragasso Group Inc. | 6,592 | $40.3 萬 | 0.03% | +1,747+36.1% | 加碼 |
| Wealth Architects, LLC | 6,601 | $40.4 萬 | 0.05% | −153−2.3% | 減碼 |
| Kaydan Wealth Management, Inc. | 6,607 | $40.4 萬 | 0.14% | +727+12.4% | 加碼 |
| Seven Springs Wealth Group, LLC | 6,614 | $40.5 萬 | 0.16% | 00.0% | 不變 |
| Parisi Gray Wealth Management | 6,616 | $40.5 萬 | 0.15% | −128−1.9% | 減碼 |
| Options Solutions, LLC | 6,623 | $40.5 萬 | 0.23% | 00.0% | 不變 |
| Armbruster Capital Management, Inc. | 6,628 | $40.6 萬 | 0.09% | 00.0% | 不變 |
| Sanders Morris Harris LLC | 6,631 | $40.6 萬 | 0.08% | +6,631 | 新進 |
| Meeder Asset Management Inc | 6,634 | $40.6 萬 | 0.03% | +1,133+20.6% | 加碼 |
| Second Line Capital, LLC | 6,589 | $40.6 萬 | 0.13% | +1,222+22.8% | 加碼 |
| Strategic Financial Services, Inc, | 6,644 | $40.6 萬 | 0.03% | −480−6.7% | 減碼 |
| Prentiss Smith & Co Inc | 6,661 | $40.8 萬 | 0.29% | 00.0% | 不變 |
| Boomfish Wealth Group, LLC | 6,675 | $40.8 萬 | 0.27% | +20+0.3% | 加碼 |
| TLWM | 6,687 | $40.9 萬 | 0.09% | −100−1.5% | 減碼 |
| Aft, Forsyth & Company, Inc. | 6,699 | $41.0 萬 | 0.23% | −1,050−13.6% | 減碼 |
| Clarity Financial LLC | 6,699 | $41.0 萬 | 0.06% | +156+2.4% | 加碼 |
| Brown Shipley& Co Ltd | 6,756 | $41.0 萬 | 0.13% | −150−2.2% | 減碼 |
| MainStreet Investment Advisors LLC | 6,714 | $41.1 萬 | 0.05% | +2,593+62.9% | 加碼 |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,722 | $41.1 萬 | 0.10% | −528−7.3% | 減碼 |
| Quadcap Wealth Management, LLC | 6,745 | $41.3 萬 | 0.09% | +589+9.6% | 加碼 |
| New Republic Capital, LLC | 6,699 | $41.3 萬 | 0.26% | +215+3.3% | 加碼 |
| Schear Investment Advisers, LLC | 6,771 | $41.4 萬 | 0.33% | −252−3.6% | 減碼 |
| Lakeridge Wealth Management LLC | 6,776 | $41.5 萬 | 0.27% | −84−1.2% | 減碼 |
| Sand Hill Global Advisors, LLC | 6,778 | $41.5 萬 | 0.02% | +1,121+19.8% | 加碼 |
| ML & R Wealth Management LLC | 6,781 | $41.5 萬 | 0.10% | +58+0.9% | 加碼 |
| Teamwork Financial Advisors, LLC | 6,783 | $41.5 萬 | 0.06% | −466−6.4% | 減碼 |
| Paulson Wealth Management Inc. | 6,813 | $41.7 萬 | 0.12% | +40+0.6% | 加碼 |
| Marotta Asset Management | 6,813 | $41.7 萬 | 0.09% | −620−8.3% | 減碼 |
| Provident Wealth Management, LLC | 6,817 | $41.7 萬 | 0.16% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 6,827 | $41.8 萬 | 0.17% | +1,000+17.2% | 加碼 |
| KWMG, LLC | 6,827 | $41.8 萬 | 0.05% | −79−1.1% | 減碼 |
| Delta Investment Management, LLC | 6,831 | $41.8 萬 | 0.09% | 00.0% | 不變 |
| Sym Financial Corp | 6,832 | $41.8 萬 | 0.07% | +139+2.1% | 加碼 |
| AXS Investments LLC | 6,839 | $41.8 萬 | 0.10% | +415+6.5% | 加碼 |
| American Financial & Tax Strategies Inc | 6,844 | $41.9 萬 | 0.22% | 00.0% | 不變 |
| Key Client Fiduciary Advisors, LLC | 6,862 | $42.0 萬 | 0.22% | +2,567+59.8% | 加碼 |
| Klingman & Associates, LLC | 6,864 | $42.0 萬 | 0.03% | +729+11.9% | 加碼 |
| Wallace Advisory Group, LLC | 7,131 | $42.0 萬 | 0.32% | +155+2.2% | 加碼 |
| Astoria Portfolio Advisors LLC. | 7,233 | $42.1 萬 | 0.16% | −2,347−24.5% | 減碼 |
| Cornerstone Advisory, LLC | 6,875 | $42.1 萬 | 0.06% | +330+5.0% | 加碼 |
| SeaBridge Investment Advisors LLC | 6,882 | $42.1 萬 | 0.11% | 00.0% | 不變 |
| Trust Co | 6,900 | $42.2 萬 | 0.06% | +183+2.7% | 加碼 |
| apricus wealth, LLC | 6,918 | $42.3 萬 | 0.30% | −19−0.3% | 減碼 |
| 1858 Wealth Management, LLC | 7,198 | $42.4 萬 | 0.40% | 00.0% | 不變 |
| Davis Investment Partners, LLC | 7,202 | $42.4 萬 | 0.19% | 00.0% | 不變 |
| Morris Financial Concepts, Inc. | 6,937 | $42.4 萬 | 0.22% | −110−1.6% | 減碼 |
| Ellenbecker Investment Group | 6,939 | $42.5 萬 | 0.09% | −354−4.9% | 減碼 |
| M. Kraus & Co | 6,940 | $42.5 萬 | 0.13% | 00.0% | 不變 |
| Legacy Trust | 6,960 | $42.6 萬 | 0.11% | +2,115+43.7% | 加碼 |
| CWS Financial Advisors, LLC | 6,975 | $42.7 萬 | 0.17% | −3,928−36.0% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 6,978 | $42.7 萬 | 0.02% | −22,571−76.4% | 減碼 |
| Global Financial Private Client, LLC | 7,042 | $42.7 萬 | 0.18% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 6,997 | $42.8 萬 | 0.05% | −800−10.3% | 減碼 |
| Global X Japan Co., Ltd. | 7,018 | $42.9 萬 | 0.09% | +991+16.4% | 加碼 |
| Saranac Partners Ltd | 7,022 | $43.0 萬 | 0.26% | +7,022 | 新進 |
| Invenio Wealth Partners LLC | 7,037 | $43.1 萬 | 0.23% | +484+7.4% | 加碼 |
| Gibson Capital, LLC | 7,038 | $43.1 萬 | 0.09% | 00.0% | 不變 |
| Sivia Capital Partners, LLC | 7,041 | $43.1 萬 | 0.29% | +76+1.1% | 加碼 |
| Cedrus LLC | 7,052 | $43.2 萬 | 0.24% | −1,102−13.5% | 減碼 |
| Lockerman Financial Group, Inc. | 7,053 | $43.2 萬 | 0.83% | −107−1.5% | 減碼 |
| Verus Capital Partners, LLC | 7,059 | $43.2 萬 | 0.05% | +252+3.7% | 加碼 |
| Patrick M Sweeney & Associates, Inc | 7,078 | $43.3 萬 | 0.36% | +115+1.7% | 加碼 |
| Vision Capital Management, Inc. | 7,088 | $43.4 萬 | 0.06% | 00.0% | 不變 |
| Charter Oak Capital Management, LLC | 7,099 | $43.4 萬 | 0.05% | −323−4.4% | 減碼 |
| Rise Advisors, LLC | 7,104 | $43.5 萬 | 0.23% | +2,454+52.8% | 加碼 |
| Resolute Wealth Strategies, LLC | 7,113 | $43.5 萬 | 0.26% | −690−8.8% | 減碼 |
| Ssi Investment Management LLC | 7,116 | $43.5 萬 | 0.03% | −77−1.1% | 減碼 |
| Garrison Asset Management, LLC | 7,121 | $43.6 萬 | 0.23% | −20.0% | 減碼 |
| Matthew Goff Investment Advisor, LLC | 7,155 | $43.8 萬 | 0.09% | +92+1.3% | 加碼 |
| Summit Financial Wealth Advisors, LLC | 7,179 | $43.9 萬 | 0.09% | +1,383+23.9% | 加碼 |
| Fiducient Advisors LLC | 7,141 | $44.0 萬 | 0.09% | +590+9.0% | 加碼 |
| Spirepoint Private Client, LLC | 7,211 | $44.1 萬 | 0.07% | +7,211 | 新進 |
| Beta Wealth Group, Inc. | 7,212 | $44.1 萬 | 0.21% | +100+1.4% | 加碼 |
| FDx Advisors, Inc. | 7,228 | $44.2 萬 | 0.07% | −16,435−69.5% | 減碼 |
| Oracle Alpha Inc. | 7,231 | $44.2 萬 | 0.79% | −2,394−24.9% | 減碼 |
| Wexford Capital LP | 7,236 | $44.3 萬 | 0.09% | +1,676+30.1% | 加碼 |
| Kapstone Financial Advisors LLC | 7,236 | $44.3 萬 | 0.30% | +59+0.8% | 加碼 |
| Fiduciary Alliance LLC | 7,306 | $44.3 萬 | 0.08% | 00.0% | 不變 |
| FirstPurpose Wealth LLC | 7,544 | $44.4 萬 | 0.16% | +96+1.3% | 加碼 |
| Rollins Financial Advisors, LLC | 7,269 | $44.5 萬 | 0.08% | +3,108+74.7% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 7,272 | $44.5 萬 | 0.01% | −18,004−71.2% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 7,275 | $44.5 萬 | 0.11% | +482+7.1% | 加碼 |
| Mattern Wealth Management LLC | 7,278 | $44.5 萬 | 0.11% | 00.0% | 不變 |
| Herold Advisors, Inc. | 7,286 | $44.6 萬 | 0.11% | +868+13.5% | 加碼 |
| Hollow Brook Wealth Management LLC | 7,289 | $44.6 萬 | 0.16% | 00.0% | 不變 |
| Front Street Capital Management, Inc. | 7,283 | $44.6 萬 | 0.08% | −175−2.3% | 減碼 |
| Sage Private Wealth Group, LLC | 7,306 | $44.7 萬 | 0.36% | −633−8.0% | 減碼 |
| BEAM Asset Management, LLC | 7,312 | $44.7 萬 | 0.27% | +215+3.0% | 加碼 |
| Cascade Investment Group, Inc. | 7,332 | $44.9 萬 | 0.34% | +375+5.4% | 加碼 |
| ELCO Management Co., LLC | 7,341 | $44.9 萬 | 0.27% | −29−0.4% | 減碼 |
| Crew Capital Management, Ltd. | 7,350 | $45.0 萬 | 0.36% | +1,723+30.6% | 加碼 |