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 3 季 13F 持有人
Coca Cola Co 在 2024/9/30 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
- 3,145
- 較 2024 年第 2 季 +139 家
- 持有股數
- 31.1 億
- 較 2024 年第 2 季 +3.41 億 (+12.3%)
- 總市值
- $2,232 億
- 較 2024 年第 2 季 +$468.9 億 (+26.6%)
- 新進機構
- 235
- 另有 1,248 家加碼
- 清倉機構
- 96
- 另有 1,285 家減碼
另有 36 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 36,409 | $261.6 萬 | 0.42% | −353−1.0% | 減碼 |
| Mattson Financial Services, LLC | 41,128 | $261.8 萬 | 0.94% | −284−0.7% | 減碼 |
| Sciencast Management LP | 36,439 | $261.9 萬 | 0.78% | −944−2.5% | 減碼 |
| First Western Trust Bank | 36,612 | $263.1 萬 | 0.12% | −1,159−3.1% | 減碼 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 36,692 | $263.7 萬 | 0.07% | +2,362+6.9% | 加碼 |
| Legacy Financial Advisors, Inc. | 36,897 | $265.1 萬 | 0.45% | +738+2.0% | 加碼 |
| Graypoint LLC | 36,910 | $265.2 萬 | 0.17% | +1,836+5.2% | 加碼 |
| Gifford Fong Associates | 37,000 | $265.9 萬 | 0.66% | 00.0% | 不變 |
| TCG Advisory Services, LLC | 37,036 | $266.1 萬 | 0.12% | +503+1.4% | 加碼 |
| NWF Advisory Services Inc. | 37,059 | $266.3 萬 | 0.39% | +256+0.7% | 加碼 |
| RMR Wealth Builders | 36,849 | $266.6 萬 | 0.28% | −384−1.0% | 減碼 |
| Mission Wealth Management, LP | 37,138 | $266.9 萬 | 0.07% | +623+1.7% | 加碼 |
| Forum Financial Management, LP | 37,247 | $267.7 萬 | 0.04% | +2,262+6.5% | 加碼 |
| Keystone Financial Planning, Inc. | 37,317 | $268.2 萬 | 0.81% | −130−0.3% | 減碼 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 37,331 | $268.3 萬 | 1.03% | −23,671−38.8% | 減碼 |
| Segall Bryant & Hamill, LLC | 37,339 | $268.3 萬 | 0.04% | +37,339 | 新進 |
| Simplicity Wealth,LLC | 37,487 | $269.4 萬 | 0.25% | −123,656−76.7% | 減碼 |
| Jmac Enterprises LLC | 37,621 | $270.3 萬 | 0.43% | −5,177−12.1% | 減碼 |
| Edgestream Partners, L.P. | 37,645 | $270.5 萬 | 0.12% | +25,440+208.4% | 加碼 |
| Itau Unibanco Holding S.A. | 37,798 | $271.6 萬 | 0.09% | +5,126+15.7% | 加碼 |
| Allred Capital Management, LLC | 37,834 | $271.9 萬 | 1.07% | +427+1.1% | 加碼 |
| United Asset Strategies, Inc. | 38,003 | $273.1 萬 | 0.25% | +1,314+3.6% | 加碼 |
| Naviter Wealth, LLC | 38,016 | $275.0 萬 | 0.38% | −3,930−9.4% | 減碼 |
| Nicolet Bankshares Inc | 38,379 | $275.8 萬 | 0.67% | −1,011−2.6% | 減碼 |
| LBMC Investment Advisors, LLC | 38,387 | $275.8 萬 | 0.22% | +80.0% | 加碼 |
| Boston Trust Walden Corp | 38,613 | $277.5 萬 | 0.02% | −180−0.5% | 減碼 |
| Thoroughbred Financial Services, LLC | 38,622 | $277.5 萬 | 0.18% | −1,599−4.0% | 減碼 |
| Argent Financial Group, Inc. | 38,768 | $278.6 萬 | 0.33% | +38,768 | 新進 |
| Private Trust Co NA | 38,973 | $280.1 萬 | 0.28% | −2,319−5.6% | 減碼 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 39,029 | $280.5 萬 | 1.08% | −782−2.0% | 減碼 |
| Hanson & Doremus Investment Management | 39,030 | $280.5 萬 | 0.45% | −9,802−20.1% | 減碼 |
| St. Johns Investment Management Company, LLC | 39,163 | $281.4 萬 | 1.32% | −399−1.0% | 減碼 |
| Moran Wealth Management, LLC | 39,166 | $281.4 萬 | 0.09% | +732+1.9% | 加碼 |
| Shoker Investment Counsel, Inc. | 39,186 | $281.6 萬 | 0.95% | −1,189−2.9% | 減碼 |
| Jag Capital Management, LLC | 39,255 | $282.1 萬 | 0.34% | +772+2.0% | 加碼 |
| Valmark Advisers, Inc. | 39,326 | $282.6 萬 | 0.04% | +839+2.2% | 加碼 |
| AIA Group Ltd | 39,344 | $282.7 萬 | 0.07% | +2,529+6.9% | 加碼 |
| RB Capital Management, LLC | 39,406 | $283.2 萬 | 0.67% | −9,293−19.1% | 減碼 |
| SS&H Financial Advisors, Inc. | 39,556 | $284.2 萬 | 1.04% | −2,500−5.9% | 減碼 |
| Buckingham Strategic Partners | 39,584 | $284.5 萬 | 0.06% | +3,714+10.4% | 加碼 |
| Sumitomo Life Insurance Co | 39,794 | $286.0 萬 | 0.06% | +926+2.4% | 加碼 |
| Evergreen Capital Management LLC | 39,558 | $286.2 萬 | 0.10% | −434−1.1% | 減碼 |
| GPS Wealth Strategies Group, LLC | 39,886 | $286.6 萬 | 0.38% | −18,543−31.7% | 減碼 |
| Walter & Keenan Financial Consulting Co | 40,005 | $287.5 萬 | 0.87% | −158−0.4% | 減碼 |
| Independence Bank of Kentucky | 40,022 | $287.6 萬 | 0.62% | +1,462+3.8% | 加碼 |
| Holderness Investments Co | 40,186 | $288.8 萬 | 0.63% | +47+0.1% | 加碼 |
| Cigna Investments Inc | 40,200 | $288.9 萬 | 0.51% | −688−1.7% | 減碼 |
| Portside Wealth Group, LLC | 40,203 | $288.9 萬 | 0.49% | +52+0.1% | 加碼 |
| Farther Finance Advisors, LLC | 40,223 | $289.0 萬 | 0.11% | +5,403+15.5% | 加碼 |
| Capstone Triton Financial Group, LLC | 40,247 | $289.2 萬 | 1.85% | −362−0.9% | 減碼 |
| Campbell Capital Management Inc | 40,354 | $290.0 萬 | 1.15% | −154−0.4% | 減碼 |
| Sterling Investment Counsel, LLC | 40,363 | $290.0 萬 | 1.03% | −145−0.4% | 減碼 |
| Harbour Investments, Inc. | 40,419 | $290.5 萬 | 0.09% | +113+0.3% | 加碼 |
| BIP Wealth, LLC | 40,426 | $290.5 萬 | 0.20% | +5,913+17.1% | 加碼 |
| Axiom Advisory, LLC | 42,432 | $290.6 萬 | 0.03% | +694+1.7% | 加碼 |
| Boston Financial Mangement LLC | 40,552 | $291.4 萬 | 0.09% | −2,089−4.9% | 減碼 |
| Lynx Capital Group Ltd | 40,627 | $292.0 萬 | 1.89% | +36+0.1% | 加碼 |
| Azzad Asset Management Inc | 40,768 | $293.0 萬 | 0.33% | −1,639−3.9% | 減碼 |
| Jefferies Financial Group Inc. | 40,794 | $293.1 萬 | 0.05% | −70,392−63.3% | 減碼 |
| Spire Wealth Management | 40,830 | $293.4 萬 | 0.10% | +3,836+10.4% | 加碼 |
| Worldquant Millennium Advisors LLC | 40,859 | $293.6 萬 | 0.02% | +92+0.2% | 加碼 |
| Dudley Capital Management, LLC | 41,052 | $295.0 萬 | 1.54% | +30.0% | 加碼 |
| Verity & Verity, LLC | 41,134 | $295.6 萬 | 0.29% | +97+0.2% | 加碼 |
| Allen Mooney & Barnes Investment Advisors LLC | 41,152 | $295.7 萬 | 0.50% | +1,376+3.5% | 加碼 |
| Field & Main Bank | 41,184 | $295.9 萬 | 1.05% | −100−0.2% | 減碼 |
| Palisade Asset Management, LLC | 41,202 | $296.1 萬 | 0.29% | −1,619−3.8% | 減碼 |
| Meridian Wealth Management, LLC | 41,253 | $296.4 萬 | 0.15% | +41,253 | 新進 |
| Prosperity Consulting Group, LLC | 41,317 | $296.9 萬 | 0.23% | +19,825+92.2% | 加碼 |
| Yeomans Consulting Group, Inc. | 41,456 | $297.9 萬 | 1.11% | −356−0.9% | 減碼 |
| Raab & Moskowitz Asset Management LLC | 41,674 | $299.5 萬 | 0.76% | −956−2.2% | 減碼 |
| Nilsine Partners, LLC | 41,681 | $299.5 萬 | 0.39% | +515+1.3% | 加碼 |
| Northstar Advisory Group, LLC | 41,715 | $299.8 萬 | 1.56% | +17,751+74.1% | 加碼 |
| Jaffetilchin Investment Partners, LLC | 41,737 | $299.9 萬 | 0.23% | +440+1.1% | 加碼 |
| Old Point Trust & Financial Services N A | 41,739 | $299.9 萬 | 1.08% | +16,306+64.1% | 加碼 |
| Wealthcare Advisory Partners LLC | 41,918 | $301.2 萬 | 0.09% | +1,480+3.7% | 加碼 |
| Bell & Brown Wealth Advisors, LLC | 42,063 | $302.3 萬 | 1.18% | +292+0.7% | 加碼 |
| Palumbo Wealth Management LLC | 42,139 | $302.8 萬 | 1.18% | +929+2.3% | 加碼 |
| Signet Investment Advisory Group, Inc. | 42,186 | $303.2 萬 | 1.52% | +24+0.1% | 加碼 |
| Marino, Stram & Associates LLC | 42,188 | $303.2 萬 | 0.68% | +327+0.8% | 加碼 |
| Leelyn Smith, LLC | 42,230 | $303.5 萬 | 0.55% | +420+1.0% | 加碼 |
| River & Mercantile Asset Management LLP | 42,255 | $303.6 萬 | 0.65% | +1,568+3.9% | 加碼 |
| Meridian Wealth Advisors, LLC | 42,356 | $304.4 萬 | 0.51% | −881−2.0% | 減碼 |
| Connable Office Inc | 42,434 | $304.9 萬 | 0.31% | −6,275−12.9% | 減碼 |
| Vise Technologies, Inc. | 42,557 | $305.8 萬 | 0.39% | +14,865+53.7% | 加碼 |
| Grandfield & Dodd, LLC | 42,689 | $306.8 萬 | 0.18% | −200.0% | 減碼 |
| Carrera Capital Advisors | 42,422 | $306.9 萬 | 0.75% | +42,422 | 新進 |
| Wedmont Private Capital | 44,557 | $307.5 萬 | 0.18% | +1,813+4.2% | 加碼 |
| CFS Investment Advisory Services, LLC | 43,020 | $309.1 萬 | 0.26% | −43,336−50.2% | 減碼 |
| First National Trust Co | 43,072 | $309.5 萬 | 0.12% | −321−0.7% | 減碼 |
| Chickasaw Capital Management LLC | 43,097 | $309.7 萬 | 0.13% | 00.0% | 不變 |
| Citadel Investment Advisory, Inc. | 43,178 | $310.3 萬 | 1.63% | +650+1.5% | 加碼 |
| Hancock Whitney Corp | 43,309 | $311.2 萬 | 0.10% | −667−1.5% | 減碼 |
| Legacy Advisors, LLC | 43,025 | $311.2 萬 | 0.34% | −2,424−5.3% | 減碼 |
| WMS Partners, LLC | 43,342 | $311.5 萬 | 0.17% | +11,114+34.5% | 加碼 |
| LongView Wealth Management | 43,373 | $311.7 萬 | 0.99% | +312+0.7% | 加碼 |
| Cornerstone Enterprises, LLC | 43,375 | $311.7 萬 | 1.95% | +830+2.0% | 加碼 |
| Busey Wealth Management | 43,398 | $311.9 萬 | 0.10% | −359−0.8% | 減碼 |
| Truvestments Capital LLC | 43,708 | $314.1 萬 | 0.84% | +1,084+2.5% | 加碼 |
| Perennial Investment Advisors, LLC | 43,814 | $314.8 萬 | 0.41% | −224−0.5% | 減碼 |
| Mill Capital Management, LLC | 43,833 | $315.0 萬 | 0.25% | −285−0.6% | 減碼 |