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
- 3,043
- 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 1,230 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 |
|---|---|---|---|---|---|
| Affiance Financial, LLC | 3,548 | $22.6 萬 | 0.06% | +3,548 | 新進 |
| Navis Wealth Advisors, LLC | 3,550 | $22.6 萬 | 0.26% | +174+5.2% | 加碼 |
| Holistic Financial Partners | 3,554 | $22.6 萬 | 0.11% | −836−19.0% | 減碼 |
| Gimbal Financial | 3,588 | $22.6 萬 | 0.17% | 00.0% | 不變 |
| CM Wealth Advisors LLC | 3,531 | $22.6 萬 | 0.11% | +85+2.5% | 加碼 |
| Tang Capital Management LLC | 3,561 | $22.7 萬 | 0.02% | +3,561 | 新進 |
| FSM Wealth Advisors, LLC | 3,562 | $22.7 萬 | 0.08% | +149+4.4% | 加碼 |
| Consilio Wealth Advisors, LLC | 3,572 | $22.7 萬 | 0.10% | +282+8.6% | 加碼 |
| Summit Wealth Partners, LLC | 3,605 | $22.9 萬 | 0.05% | +4+0.1% | 加碼 |
| Long Run Wealth Advisors, LLC | 3,606 | $23.0 萬 | 0.06% | 00.0% | 不變 |
| Lewis Asset Management, LLC | 3,611 | $23.0 萬 | 0.18% | +200+5.9% | 加碼 |
| Granite Harbor Advisors, Inc. | 3,615 | $23.0 萬 | 0.15% | +35+1.0% | 加碼 |
| UMA Financial Services, Inc. | 3,581 | $23.0 萬 | 0.04% | −73−2.0% | 減碼 |
| Cravens & Co Advisors, LLC | 3,620 | $23.0 萬 | 0.17% | 00.0% | 不變 |
| Old Second National Bank of Aurora | 3,623 | $23.1 萬 | 0.06% | −15−0.4% | 減碼 |
| PFS Partners, LLC | 3,629 | $23.1 萬 | 0.15% | +10.0% | 加碼 |
| Capital Advisors, Ltd. LLC | 3,631 | $23.1 萬 | 0.03% | +153+4.4% | 加碼 |
| IAM Advisory, LLC | 3,640 | $23.2 萬 | 0.06% | −18−0.5% | 減碼 |
| Root Financial Partners, LLC | 3,642 | $23.2 萬 | 0.05% | −919−20.1% | 減碼 |
| FLC Capital Advisors | 3,645 | $23.2 萬 | 0.06% | −255−6.5% | 減碼 |
| Scissortail Wealth Management, LLC | 3,645 | $23.2 萬 | 0.06% | +3,645 | 新進 |
| Novak & Powell Financial Services, Inc. | 3,648 | $23.2 萬 | 0.14% | +7+0.2% | 加碼 |
| Massachusetts Financial Services Co | 3,653 | $23.3 萬 | 0.00% | +329+9.9% | 加碼 |
| Horizon Bancorp Inc | 3,664 | $23.3 萬 | 0.11% | +369+11.2% | 加碼 |
| Cumberland Advisors Inc | 3,661 | $23.3 萬 | 0.10% | 00.0% | 不變 |
| Nova R Wealth, Inc. | 3,662 | $23.3 萬 | 0.12% | +14+0.4% | 加碼 |
| Insight Advisors, LLC | 3,663 | $23.3 萬 | 0.04% | +31+0.9% | 加碼 |
| White Pine Capital LLC | 3,674 | $23.4 萬 | 0.09% | +75+2.1% | 加碼 |
| BlackDiamond Wealth Management Inc. | 3,405 | $23.4 萬 | 0.15% | +31+0.9% | 加碼 |
| Patron Partners Advisors, LLC | 3,679 | $23.4 萬 | 0.14% | +3,679 | 新進 |
| Willner & Heller, LLC | 3,679 | $23.4 萬 | 0.22% | −197−5.1% | 減碼 |
| Accel Wealth Management | 3,682 | $23.4 萬 | 0.09% | +316+9.4% | 加碼 |
| CMG Global Holdings, LLC | 3,689 | $23.5 萬 | 0.16% | +9+0.2% | 加碼 |
| Power Wealth Management LLC | 3,692 | $23.5 萬 | 0.11% | −11,823−76.2% | 減碼 |
| E&G Advisors, LP | 3,704 | $23.5 萬 | 0.07% | 00.0% | 不變 |
| One Wealth Management Investment & Advisory Services, LLC | 3,715 | $23.6 萬 | 0.09% | −433−10.4% | 減碼 |
| Menard Financial Group LLC | 3,719 | $23.7 萬 | 0.17% | 00.0% | 不變 |
| Cascade Investment Advisors, Inc. | 3,720 | $23.7 萬 | 0.16% | −100−2.6% | 減碼 |
| Vantage Consulting Group Inc | 3,720 | $23.7 萬 | 0.18% | −274−6.9% | 減碼 |
| Insight 2811, Inc. | 3,720 | $23.7 萬 | 0.12% | 00.0% | 不變 |
| Steele Capital Management, Inc. | 3,693 | $23.7 萬 | 0.01% | +3,693 | 新進 |
| Chelsea Counsel Co | 3,700 | $23.7 萬 | 0.12% | 00.0% | 不變 |
| Cobblestone Asset Management LLC | 3,729 | $23.7 萬 | 0.15% | 00.0% | 不變 |
| GSG Advisors LLC | 3,753 | $23.8 萬 | 0.08% | −27−0.7% | 減碼 |
| Convergence Financial, LLC | 3,734 | $23.8 萬 | 0.06% | +3,734 | 新進 |
| Fulcrum Equity Management | 3,739 | $23.8 萬 | 0.21% | +3,739 | 新進 |
| Lesa Sroufe & Co | 3,737 | $23.8 萬 | 0.23% | 00.0% | 不變 |
| Cascade Investment Group, Inc. | 3,740 | $23.8 萬 | 0.19% | −3,592−49.0% | 減碼 |
| Cabot Wealth Management Inc | 3,746 | $23.8 萬 | 0.03% | 00.0% | 不變 |
| Princeton Capital Management LLC | 3,747 | $23.8 萬 | 0.08% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 3,760 | $23.9 萬 | 0.05% | −192−4.9% | 減碼 |
| Socha Financial Group, LLC | 3,765 | $24.0 萬 | 0.11% | −241−6.0% | 減碼 |
| MPS Loria Financial Planners, LLC | 3,770 | $24.0 萬 | 0.08% | +27+0.7% | 加碼 |
| Intelligence Driven Advisers, LLC | 3,772 | $24.0 萬 | 0.03% | +412+12.3% | 加碼 |
| Pine Harbor Wealth Management, LLC | 3,772 | $24.0 萬 | 0.14% | −53−1.4% | 減碼 |
| Tempus Wealth Planning, LLC | 3,775 | $24.0 萬 | 0.10% | +3,775 | 新進 |
| Shakespeare Wealth Management, Inc. | 3,776 | $24.0 萬 | 0.07% | +3,776 | 新進 |
| Fox Run Management, L.L.C. | 3,779 | $24.1 萬 | 0.05% | +3,779 | 新進 |
| Iron Financial, LLC | 3,781 | $24.1 萬 | 0.13% | +9+0.2% | 加碼 |
| Baker Avenue Asset Management, LP | 3,807 | $24.2 萬 | 0.01% | +3,807 | 新進 |
| Old Mission Investment Co LLC | 3,807 | $24.2 萬 | 0.08% | −303−7.4% | 減碼 |
| Wealthstream Advisors, Inc. | 3,816 | $24.3 萬 | 0.09% | −240−5.9% | 減碼 |
| FSA Advisors, Inc. | 3,879 | $24.3 萬 | 0.25% | −151−3.7% | 減碼 |
| Whalen Wealth Management Inc. | 3,831 | $24.4 萬 | 0.19% | +3,831 | 新進 |
| Meridian Wealth Partners, LLC | 3,832 | $24.4 萬 | 0.04% | +487+14.6% | 加碼 |
| Zevin Asset Management LLC | 3,833 | $24.4 萬 | 0.04% | 00.0% | 不變 |
| Northside Capital Management, LLC | 3,835 | $24.4 萬 | 0.04% | 00.0% | 不變 |
| Strategic Wealth Partners, Ltd. | 3,836 | $24.4 萬 | 0.03% | −1,125−22.7% | 減碼 |
| Sara-Bay Financial | 3,839 | $24.4 萬 | 0.10% | 00.0% | 不變 |
| Phillips Financial Management, LLC | 3,839 | $24.4 萬 | 0.02% | +384+11.1% | 加碼 |
| McIlrath & Eck, LLC | 3,845 | $24.5 萬 | 0.04% | −788−17.0% | 減碼 |
| US Asset Management LLC | 3,854 | $24.5 萬 | 0.22% | −144−3.6% | 減碼 |
| Swisher Financial Concepts, Inc. | 3,886 | $24.5 萬 | 0.25% | −136−3.4% | 減碼 |
| Hoge Financial Services, LLC | 3,850 | $24.5 萬 | 0.20% | +222+6.1% | 加碼 |
| SRS Capital Advisors, Inc. | 3,882 | $24.7 萬 | 0.02% | +678+21.2% | 加碼 |
| Rebalance, LLC | 3,882 | $24.7 萬 | 0.02% | 00.0% | 不變 |
| Trinity Financial Advisors LLC | 3,854 | $24.7 萬 | 0.11% | +4+0.1% | 加碼 |
| Three Bridge Wealth Advisors, LLC | 3,855 | $24.7 萬 | 0.10% | 00.0% | 不變 |
| Financial Advisors, LLC | 3,898 | $24.8 萬 | 0.05% | +10.0% | 加碼 |
| Aufman Associates Inc | 3,903 | $24.8 萬 | 0.18% | −142−3.5% | 減碼 |
| Trust Co of the South | 3,907 | $24.9 萬 | 0.06% | 00.0% | 不變 |
| Clarity Financial LLC | 3,910 | $24.9 萬 | 0.04% | −2,789−41.6% | 減碼 |
| Bright Futures Wealth Management, LLC. | 3,590 | $24.9 萬 | 0.13% | +3+0.1% | 加碼 |
| 626 Financial, LLC | 3,916 | $24.9 萬 | 0.14% | +7+0.2% | 加碼 |
| HBW Advisory Services LLC | 3,916 | $24.9 萬 | 0.04% | +3,916 | 新進 |
| Braun-Bostich & Associates Inc. | 3,916 | $24.9 萬 | 0.19% | +3,916 | 新進 |
| KPP Advisory Services LLC | 3,917 | $24.9 萬 | 0.07% | −99−2.5% | 減碼 |
| Gemmer Asset Management LLC | 3,918 | $24.9 萬 | 0.03% | 00.0% | 不變 |
| Goldstone Financial Group, LLC | 3,921 | $25.0 萬 | 0.05% | +74+1.9% | 加碼 |
| Guardian Wealth Advisors, LLC | 3,938 | $25.1 萬 | 0.16% | −316−7.4% | 減碼 |
| Solstein Capital, LLC | 3,953 | $25.2 萬 | 0.16% | 00.0% | 不變 |
| Paul Damon & Associates, Inc. | 3,963 | $25.2 萬 | 0.17% | −54−1.3% | 減碼 |
| Keystone Wealth Services, LLC | 3,969 | $25.3 萬 | 0.08% | +61+1.6% | 加碼 |
| Fountainhead AM, LLC | 3,972 | $25.3 萬 | 0.06% | +139+3.6% | 加碼 |
| Bordeaux Wealth Advisors LLC | 3,973 | $25.3 萬 | 0.05% | −182−4.4% | 減碼 |
| ASB Consultores, LLC | 3,974 | $25.3 萬 | 0.09% | −3,560−47.3% | 減碼 |
| Compass Financial Group, INC | 3,975 | $25.3 萬 | 0.05% | −1,153−22.5% | 減碼 |
| Walkner Condon Financial Advisors LLC | 3,984 | $25.3 萬 | 0.05% | −1,204−23.2% | 減碼 |
| Curran Financial Partners, LLC | 3,989 | $25.4 萬 | 0.08% | +277+7.5% | 加碼 |
| RWM Asset Management, LLC | 3,989 | $25.4 萬 | 0.05% | +120+3.1% | 加碼 |