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
- 3,146
- 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 1,286 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 | 3,584 | $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 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 |
|---|---|---|---|---|---|
| Seven Mile Advisory | 5,250 | $37.7 萬 | 0.25% | +1,219+30.2% | 加碼 |
| Glass Jacobson Investment Advisors llc | 5,263 | $37.8 萬 | 0.13% | +10.0% | 加碼 |
| Lyell Wealth Management, LP | 5,275 | $37.9 萬 | 0.03% | 00.0% | 不變 |
| Tillman Hartley LLC | 5,275 | $37.9 萬 | 0.11% | 00.0% | 不變 |
| RKL Wealth Management LLC | 5,281 | $37.9 萬 | 0.03% | −10−0.2% | 減碼 |
| Elevatus Welath Management | 5,284 | $38.0 萬 | 0.12% | 00.0% | 不變 |
| Miller Investment Management, LP | 5,292 | $38.0 萬 | 0.04% | 00.0% | 不變 |
| All Terrain Financial Advisors, LLC | 5,300 | $38.1 萬 | 0.15% | 00.0% | 不變 |
| Beverly Hills Private Wealth, LLC | 5,313 | $38.2 萬 | 0.08% | −496−8.5% | 減碼 |
| Capital International Sarl | 5,314 | $38.2 萬 | 0.01% | +5,314 | 新進 |
| Mindset Wealth Management, LLC | 5,317 | $38.2 萬 | 0.16% | +5,317 | 新進 |
| Synergy Financial Management, LLC | 5,320 | $38.2 萬 | 0.06% | −381,676−98.6% | 減碼 |
| ASB Consultores, LLC | 5,324 | $38.3 萬 | 0.15% | +1,350+34.0% | 加碼 |
| HC Advisors, LLC | 5,325 | $38.3 萬 | 0.31% | +32+0.6% | 加碼 |
| Werba Rubin Papier Wealth Management | 5,335 | $38.3 萬 | 0.09% | +728+15.8% | 加碼 |
| ForthRight Wealth Management, LLC | 5,336 | $38.3 萬 | 0.13% | −2,189−29.1% | 減碼 |
| Cascade Financial Partners, LLC | 5,528 | $38.4 萬 | 0.05% | +79+1.4% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 5,356 | $38.4 萬 | 0.15% | +42+0.8% | 加碼 |
| Florida Financial Advisors, LLC | 5,344 | $38.4 萬 | 0.20% | +317+6.3% | 加碼 |
| High Falls Advisors, Inc | 5,350 | $38.4 萬 | 0.09% | +41+0.8% | 加碼 |
| Burkett Financial Services, LLC | 5,351 | $38.5 萬 | 0.16% | +41+0.8% | 加碼 |
| waypoint wealth counsel | 5,354 | $38.5 萬 | 0.26% | +534+11.1% | 加碼 |
| Ade, LLC | 5,358 | $38.5 萬 | 0.24% | 00.0% | 不變 |
| Vicus Capital | 5,368 | $38.6 萬 | 0.03% | −3,911−42.1% | 減碼 |
| Borer Denton & Associates, Inc. | 5,372 | $38.6 萬 | 0.13% | 00.0% | 不變 |
| Traveka Wealth, LLC | 5,388 | $38.7 萬 | 0.20% | +280+5.5% | 加碼 |
| Next Level Private LLC | 5,389 | $38.7 萬 | 0.16% | +34+0.6% | 加碼 |
| Sippican Capital Advisors | 5,399 | $38.8 萬 | 0.27% | 00.0% | 不變 |
| OmniStar Financial Group, Inc. | 5,402 | $38.8 萬 | 0.29% | +5,402 | 新進 |
| Rede Wealth, LLC | 5,407 | $38.9 萬 | 0.15% | −400−6.9% | 減碼 |
| Susquehanna International Group Ltd. | 5,410 | $38.9 萬 | 0.08% | +5,410 | 新進 |
| Colony Family Offices, LLC | 5,379 | $38.9 萬 | 0.12% | 00.0% | 不變 |
| Pacific Center for Financial Services | 5,425 | $39.0 萬 | 0.10% | 00.0% | 不變 |
| Wetzel Investment Advisors, Inc. | 5,393 | $39.0 萬 | 0.20% | +143+2.7% | 加碼 |
| AXS Investments LLC | 5,453 | $39.2 萬 | 0.10% | −1,059−16.3% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 5,468 | $39.3 萬 | 0.03% | +86+1.6% | 加碼 |
| WBI Investments | 5,468 | $39.3 萬 | 0.09% | +5,468 | 新進 |
| Financial Engines Advisors L.L.C. | 5,473 | $39.5 萬 | 0.00% | +727+15.3% | 加碼 |
| Atom Investors LP | 5,501 | $39.5 萬 | 0.04% | +5,501 | 新進 |
| Kerntke Otto McGlone Wealth Management Group | 5,509 | $39.6 萬 | 0.33% | −37−0.7% | 減碼 |
| Kellett Schaffner Wealth Advisors LLC | 5,510 | $39.6 萬 | 0.28% | +9+0.2% | 加碼 |
| Security Financial Services, INC. | 5,532 | $39.8 萬 | 0.08% | −137−2.4% | 減碼 |
| Global Assets Advisory, LLC | 5,549 | $39.8 萬 | 0.22% | +230+4.3% | 加碼 |
| Pension & Wealth Management Advisors, Inc. | 5,546 | $39.9 萬 | 0.20% | −32−0.6% | 減碼 |
| Objective Capital Management, LLC | 5,552 | $39.9 萬 | 0.23% | +5,552 | 新進 |
| Sage Rhino Capital LLC | 5,557 | $39.9 萬 | 0.09% | +17+0.3% | 加碼 |
| JFG Wealth Management, LLC | 5,560 | $40.0 萬 | 0.11% | +123+2.3% | 加碼 |
| Aurora Private Wealth, Inc. | 5,573 | $40.0 萬 | 0.31% | −328−5.6% | 減碼 |
| Tradition Wealth Management, LLC | 5,570 | $40.0 萬 | 0.04% | +89+1.6% | 加碼 |
| Rosenberg Matthew Hamilton | 5,573 | $40.0 萬 | 0.10% | +407+7.9% | 加碼 |
| Shufro Rose & Co LLC | 6,300 | $40.1 萬 | 0.03% | 00.0% | 不變 |
| Souders Financial Advisors | 5,589 | $40.2 萬 | 0.06% | +24+0.4% | 加碼 |
| Clayton Financial Group LLC | 5,589 | $40.2 萬 | 0.15% | +1,179+26.7% | 加碼 |
| Viewpoint Capital Management LLC | 5,595 | $40.2 萬 | 0.22% | +20.0% | 加碼 |
| SAM Advisors, LLC | 5,599 | $40.2 萬 | 0.15% | 00.0% | 不變 |
| Walker Asset Management, LLC | 5,609 | $40.3 萬 | 0.25% | +17+0.3% | 加碼 |
| ERTS Wealth Advisors, LLC | 5,611 | $40.3 萬 | 0.08% | −1,584−22.0% | 減碼 |
| Spectrum Wealth Counsel, LLC | 5,615 | $40.3 萬 | 0.05% | −308−5.2% | 減碼 |
| Clarity Financial LLC | 5,615 | $40.4 萬 | 0.05% | +1,705+43.6% | 加碼 |
| KFA Private Wealth Group, LLC | 5,622 | $40.4 萬 | 0.19% | −2,017−26.4% | 減碼 |
| Keebeck Wealth Management, LLC | 5,594 | $40.5 萬 | 0.06% | +630+12.7% | 加碼 |
| Accent Capital Management, LLC | 5,595 | $40.5 萬 | 0.23% | −9,901−63.9% | 減碼 |
| Encompass More Asset Management | 5,653 | $40.6 萬 | 0.15% | +5,653 | 新進 |
| Balboa Wealth Partners | 5,658 | $40.7 萬 | 0.10% | +120+2.2% | 加碼 |
| Integrated Investment Consultants, LLC | 5,660 | $40.7 萬 | 0.09% | −738−11.5% | 減碼 |
| Calton & Associates, Inc. | 5,660 | $40.7 萬 | 0.16% | +5,660 | 新進 |
| Adalta Capital Management LLC | 5,625 | $40.7 萬 | 0.21% | 00.0% | 不變 |
| Financial Partners Group, Inc | 5,663 | $40.7 萬 | 0.06% | +35+0.6% | 加碼 |
| Total Investment Management Inc | 5,692 | $40.9 萬 | 0.05% | +78+1.4% | 加碼 |
| Jacobsen Capital Management | 5,698 | $40.9 萬 | 0.17% | +303+5.6% | 加碼 |
| Holistic Planning, LLC | 5,705 | $41.0 萬 | 0.17% | +483+9.2% | 加碼 |
| Monticello Wealth Management, LLC | 5,706 | $41.0 萬 | 0.04% | 00.0% | 不變 |
| Callan Family Office, LLC | 5,722 | $41.1 萬 | 0.07% | +964+20.3% | 加碼 |
| Wealthquest Corp | 5,740 | $41.2 萬 | 0.04% | +5,740 | 新進 |
| Global Trust Asset Management, LLC | 5,734 | $41.2 萬 | 0.15% | +100+1.8% | 加碼 |
| John G Ullman & Associates Inc | 5,739 | $41.2 萬 | 0.06% | +50+0.9% | 加碼 |
| Tennessee Valley Asset Management Partners | 5,924 | $41.4 萬 | 0.07% | +1,049+21.5% | 加碼 |
| Gould Asset Management LLC | 5,761 | $41.4 萬 | 0.09% | −450−7.2% | 減碼 |
| Doheny Asset Management | 5,758 | $41.4 萬 | 0.28% | 00.0% | 不變 |
| Brightwater Advisory LLC | 5,762 | $41.4 萬 | 0.30% | 00.0% | 不變 |
| Lakeridge Wealth Management LLC | 5,766 | $41.4 萬 | 0.23% | +19+0.3% | 加碼 |
| Fiducient Advisors LLC | 5,734 | $41.5 萬 | 0.05% | −351−5.8% | 減碼 |
| Red Wave Investments LLC | 5,774 | $41.5 萬 | 0.14% | +86+1.5% | 加碼 |
| BancFirst Trust & Investment Management | 5,786 | $41.5 萬 | 0.14% | +28+0.5% | 加碼 |
| MayTech Global Investments, LLC | 5,790 | $41.6 萬 | 0.05% | −360−5.9% | 減碼 |
| Hyperion Partners, LLC | 5,790 | $41.6 萬 | 0.27% | −16−0.3% | 減碼 |
| Allen Capital Group, LLC | 5,791 | $41.6 萬 | 0.05% | +62+1.1% | 加碼 |
| Clean Yield Group | 5,805 | $41.7 萬 | 0.13% | +28+0.5% | 加碼 |
| Coastal Investment Advisors, Inc. | 5,939 | $41.8 萬 | 0.19% | −32,949−84.7% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 5,827 | $41.9 萬 | 0.04% | −460−7.3% | 減碼 |
| WealthPLAN Partners, LLC | 5,828 | $41.9 萬 | 0.06% | −11,821−67.0% | 減碼 |
| Kessler Investment Group, LLC | 5,832 | $41.9 萬 | 0.22% | −215−3.6% | 減碼 |
| New England Capital Financial Advisors LLC | 5,832 | $41.9 萬 | 0.22% | −86−1.5% | 減碼 |
| Parisi Gray Wealth Management | 5,841 | $42.0 萬 | 0.14% | −458−7.3% | 減碼 |
| First Citizens Financial Corp | 5,850 | $42.0 萬 | 0.22% | 00.0% | 不變 |
| Crumly & Associates Inc. | 5,884 | $42.3 萬 | 0.12% | −2,445−29.4% | 減碼 |
| West Oak Capital, LLC | 5,892 | $42.3 萬 | 0.08% | 00.0% | 不變 |
| Bill Few Associates, Inc. | 5,903 | $42.4 萬 | 0.15% | −1,008−14.6% | 減碼 |
| Prentiss Smith & Co Inc | 5,915 | $42.5 萬 | 0.27% | −746−11.2% | 減碼 |
| Sunpointe, LLC | 5,879 | $42.5 萬 | 0.35% | −618−9.5% | 減碼 |