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 2 季 13F 持有人
Coca Cola Co 在 2024/6/30 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
- 3,042
- 較 2024 年第 1 季 +95 家
- 持有股數
- 30.8 億
- 較 2024 年第 1 季 +6,810 萬 (+2.3%)
- 總市值
- $1,963 億
- 較 2024 年第 1 季 +$118.8 億 (+6.4%)
- 新進機構
- 195
- 另有 1,229 家加碼
- 清倉機構
- 100
- 另有 1,285 家減碼
另有 41 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Mill Creek Capital Advisors, LLC | 10,477 | $66.7 萬 | 0.02% | +31+0.3% | 加碼 |
| Tandem Investment Advisors, Inc. | 10,500 | $66.8 萬 | 0.03% | −4,817−31.4% | 減碼 |
| Prestige Wealth Management Group LLC | 10,419 | $66.8 萬 | 0.14% | +810+8.4% | 加碼 |
| Elgethun Capital Management | 10,499 | $66.8 萬 | 0.17% | +14+0.1% | 加碼 |
| AA Financial Advisors, LLC | 10,500 | $66.8 萬 | 0.24% | +2,051+24.3% | 加碼 |
| Gray Wealth Management Inc. | 10,565 | $67.2 萬 | 0.29% | +40.0% | 加碼 |
| Waterloo Capital, L.P. | 10,584 | $67.4 萬 | 0.08% | +6,213+142.1% | 加碼 |
| Bangor Savings Bank | 10,600 | $67.5 萬 | 0.07% | +395+3.9% | 加碼 |
| Wexford Capital LP | 10,617 | $67.6 萬 | 0.17% | +3,381+46.7% | 加碼 |
| Retirement Income Solutions, Inc | 10,629 | $67.7 萬 | 0.16% | −1,250−10.5% | 減碼 |
| L & S Advisors Inc | 10,646 | $67.8 萬 | 0.08% | −30.0% | 減碼 |
| Pinnacle Holdings, LLC | 10,646 | $67.8 萬 | 0.28% | +23+0.2% | 加碼 |
| Keudell/Morrison Wealth Management | 10,658 | $67.8 萬 | 0.20% | −933−8.0% | 減碼 |
| Dynamic Technology Lab Private Ltd | 10,672 | $67.9 萬 | 0.08% | +10,672 | 新進 |
| Brandywine Trust Co | 10,682 | $68.0 萬 | 0.11% | 00.0% | 不變 |
| Grant/GrossMendelsohn, LLC | 10,650 | $68.3 萬 | 0.31% | −15−0.1% | 減碼 |
| Cim Investment Mangement Inc | 10,749 | $68.4 萬 | 0.21% | −130−1.2% | 減碼 |
| Highline Wealth Partners LLC | 10,772 | $68.6 萬 | 0.26% | +29+0.3% | 加碼 |
| Grove Bank & Trust | 10,797 | $68.7 萬 | 0.11% | −1,882−14.8% | 減碼 |
| Monument Group Wealth Advisors, LLC | 10,811 | $68.8 萬 | 0.46% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 10,830 | $68.9 萬 | 0.02% | +241+2.3% | 加碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 10,892 | $69.3 萬 | 0.34% | +1,337+14.0% | 加碼 |
| Ashford Capital Management Inc | 10,926 | $69.5 萬 | 0.09% | 00.0% | 不變 |
| Hutchinson Capital Management | 10,945 | $69.7 萬 | 0.14% | +5,240+91.8% | 加碼 |
| Pinnacle West Asset Management, Inc. | 10,960 | $69.8 萬 | 0.54% | +170+1.6% | 加碼 |
| Orser Capital Management, LLC | 10,968 | $69.8 萬 | 0.57% | 00.0% | 不變 |
| William Allan, LLC | 11,011 | $70.1 萬 | 0.47% | −2,315−17.4% | 減碼 |
| Hardin Capital Partners, LLC | 11,015 | $70.1 萬 | 0.46% | +11,015 | 新進 |
| West Michigan Advisors, LLC | 10,946 | $70.2 萬 | 0.22% | −1,691−13.4% | 減碼 |
| Cladis Investment Advisory, LLC | 11,111 | $70.7 萬 | 0.51% | +10.0% | 加碼 |
| Gilman Hill Asset Management, LLC | 11,170 | $71.1 萬 | 0.13% | +666+6.3% | 加碼 |
| J. W. Coons Advisors, LLC | 11,198 | $71.3 萬 | 0.17% | 00.0% | 不變 |
| WoodTrust Financial Corp | 11,208 | $71.3 萬 | 0.11% | +344+3.2% | 加碼 |
| Nemes Rush Group LLC | 11,206 | $71.3 萬 | 0.10% | −860−7.1% | 減碼 |
| Woodward Diversified Capital, LLC | 11,210 | $71.4 萬 | 0.42% | +357+3.3% | 加碼 |
| Dover Advisors, LLC | 11,212 | $71.4 萬 | 0.44% | +32+0.3% | 加碼 |
| Tobam | 11,219 | $71.4 萬 | 0.11% | −10,398−48.1% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 11,227 | $71.5 萬 | 0.20% | −999−8.2% | 減碼 |
| Institute for Wealth Management, LLC. | 11,232 | $71.5 萬 | 0.10% | +3,516+45.6% | 加碼 |
| Cowa, LLC | 11,233 | $71.5 萬 | 0.38% | +13+0.1% | 加碼 |
| TRUE Private Wealth Advisors | 11,242 | $71.6 萬 | 0.08% | +270+2.5% | 加碼 |
| MJP Associates Inc | 11,259 | $71.7 萬 | 0.15% | +565+5.3% | 加碼 |
| WealthTrust Axiom LLC | 11,276 | $71.8 萬 | 0.24% | +160+1.4% | 加碼 |
| Moss Adams Wealth Advisors LLC | 11,256 | $72.1 萬 | 0.10% | +1,709+17.9% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 11,334 | $72.1 萬 | 0.19% | +202+1.8% | 加碼 |
| Norris Perne & French LLP | 11,334 | $72.1 萬 | 0.05% | −96−0.8% | 減碼 |
| Adams Wealth Management | 11,346 | $72.2 萬 | 0.17% | −2,239−16.5% | 減碼 |
| CacheTech Inc. | 11,346 | $72.2 萬 | 0.17% | +11,346 | 新進 |
| First National Bank of Mount Dora, Trust Investment Services | 11,358 | $72.3 萬 | 0.17% | −247−2.1% | 減碼 |
| Eastern Bank | 11,365 | $72.3 萬 | 0.03% | 00.0% | 不變 |
| WNY Asset Management, LLC | 11,373 | $72.4 萬 | 0.10% | +62+0.5% | 加碼 |
| S&CO Inc | 11,386 | $72.4 萬 | 0.05% | −339−2.9% | 減碼 |
| OMC Financial Services LTD | 11,379 | $72.4 萬 | 0.34% | −40−0.4% | 減碼 |
| Geometric Wealth Advisors | 11,387 | $72.5 萬 | 0.15% | +11,387 | 新進 |
| Northstar Asset Management LLC | 11,435 | $72.8 萬 | 0.18% | +50+0.4% | 加碼 |
| Alliance Wealth Advisors, LLC | 11,457 | $72.9 萬 | 0.21% | −194−1.7% | 減碼 |
| Catalytic Wealth RIA, LLC | 11,469 | $73.0 萬 | 0.14% | −515−4.3% | 減碼 |
| McAdam, LLC | 11,551 | $73.5 萬 | 0.04% | +717+6.6% | 加碼 |
| Plancorp, LLC | 11,559 | $73.6 萬 | 0.03% | −223−1.9% | 減碼 |
| Madison Asset Management, LLC | 11,559 | $73.6 萬 | 0.01% | −157,925−93.2% | 減碼 |
| Bradley & Co. Private Wealth Management, LLC | 11,600 | $73.8 萬 | 0.55% | −1,720−12.9% | 減碼 |
| Fulton Breakefield Broenniman LLC | 11,611 | $73.9 萬 | 0.05% | +56+0.5% | 加碼 |
| LS Investment Advisors, LLC | 11,651 | $74.2 萬 | 0.12% | 00.0% | 不變 |
| ARS Wealth Advisors Group, LLC | 11,662 | $74.2 萬 | 0.10% | −1,050−8.3% | 減碼 |
| Becker Capital Management Inc | 11,601 | $74.4 萬 | 0.03% | −249−2.1% | 減碼 |
| BlueChip Wealth Advisors LLC | 11,690 | $74.4 萬 | 0.44% | +315+2.8% | 加碼 |
| Webster Bank, N. A. | 11,697 | $74.5 萬 | 0.08% | −4,800−29.1% | 減碼 |
| Congress Park Capital LLC | 11,706 | $74.5 萬 | 0.30% | −1,419−10.8% | 減碼 |
| Sound Financial Strategies Group, LLC | 11,712 | $74.5 萬 | 0.65% | +2,252+23.8% | 加碼 |
| Bank of New Hampshire | 11,734 | $74.7 萬 | 0.19% | 00.0% | 不變 |
| First Foundation Advisors | 11,743 | $74.7 萬 | 0.03% | −1,283−9.8% | 減碼 |
| FSB Premier Wealth Management, Inc. | 11,776 | $75.0 萬 | 0.34% | −903−7.1% | 減碼 |
| Reuter James Wealth Management, LLC | 11,822 | $75.2 萬 | 0.56% | −362−3.0% | 減碼 |
| Golden State Equity Partners | 11,830 | $75.3 萬 | 0.16% | +11,830 | 新進 |
| Lakeshore Financial Planning, Inc. | 11,831 | $75.3 萬 | 0.37% | −34−0.3% | 減碼 |
| Fielder Capital Group LLC | 11,844 | $75.4 萬 | 0.29% | +451+4.0% | 加碼 |
| Live Oak Investment Partners | – | $75.5 萬 | 0.63% | – | 新進 |
| Atwood & Palmer Inc | 11,882 | $75.6 萬 | 0.06% | −150−1.2% | 減碼 |
| Stonebrook Private Inc. | 11,892 | $75.7 萬 | 0.22% | −1,514−11.3% | 減碼 |
| Trueblood Wealth Management, LLC | 11,909 | $75.8 萬 | 0.43% | −3,461−22.5% | 減碼 |
| NorthCrest Asset Manangement, LLC | 11,915 | $75.8 萬 | 0.03% | +70+0.6% | 加碼 |
| Peachtree Investment Partners, LLC | 11,952 | $76.1 萬 | 0.30% | +12+0.1% | 加碼 |
| Sit Investment Associates Inc | 11,952 | $76.1 萬 | 0.02% | 00.0% | 不變 |
| InTrack Investment Management Inc | 11,990 | $76.3 萬 | 0.54% | +50+0.4% | 加碼 |
| Financial Partners Group, LLC | 11,994 | $76.3 萬 | 0.30% | +354+3.0% | 加碼 |
| Great Diamond Partners, LLC | 11,999 | $76.4 萬 | 0.18% | −887−6.9% | 減碼 |
| Connecticut Wealth Management, LLC | 12,012 | $76.5 萬 | 0.04% | +448+3.9% | 加碼 |
| First Financial Bank - Trust Division | 12,028 | $76.6 萬 | 0.08% | −1,504−11.1% | 減碼 |
| MBA Advisors LLC | 12,061 | $76.8 萬 | 0.39% | +295+2.5% | 加碼 |
| Lingohr & Partner Asset Management GmbH | 12,059 | $76.8 萬 | 1.92% | 00.0% | 不變 |
| Hendershot Investments Inc. | 12,071 | $76.8 萬 | 0.11% | 00.0% | 不變 |
| Foster Dykema Cabot & Partners, LLC | 11,987 | $76.9 萬 | 0.07% | +219+1.9% | 加碼 |
| Meridian Investment Counsel Inc. | 12,097 | $77.0 萬 | 0.24% | +1,360+12.7% | 加碼 |
| New Century Financial Group, LLC | 12,097 | $77.0 萬 | 0.33% | +3,420+39.4% | 加碼 |
| Bank of Nova Scotia Trust Co | 12,102 | $77.0 萬 | 0.09% | −13,432−52.6% | 減碼 |
| Sovereign Financial Group, Inc. | 12,175 | $77.5 萬 | 0.19% | +75+0.6% | 加碼 |
| Richard W. Paul & Associates, LLC | 12,200 | $77.7 萬 | 0.30% | +72+0.6% | 加碼 |
| Capital Advisory Group Advisory Services, LLC | 12,204 | $77.7 萬 | 0.33% | +3,270+36.6% | 加碼 |
| Edgestream Partners, L.P. | 12,205 | $77.7 萬 | 0.04% | −31,096−71.8% | 減碼 |
| Banco BTG Pactual S.A. | 11,647 | $78.1 萬 | 0.20% | +288+2.5% | 加碼 |