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 4 季 13F 持有人
Coca Cola Co 在 2024/12/31 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
- 3,288
- 較 2024 年第 3 季 +196 家
- 持有股數
- 31.1 億
- 較 2024 年第 3 季 +1,393 萬 (+0.4%)
- 總市值
- $1,935 億
- 較 2024 年第 3 季 −$284.9 億 (−12.8%)
- 新進機構
- 389
- 另有 1,321 家加碼
- 清倉機構
- 193
- 另有 1,240 家減碼
另有 53 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Brown Shipley& Co Ltd | 6,598 | $41.1 萬 | 0.20% | −138−2.0% | 減碼 |
| Asset Planning,Inc | 6,613 | $41.2 萬 | 0.31% | +6,613 | 新進 |
| Lodestone Wealth Management LLC | 6,623 | $41.2 萬 | 0.21% | +8+0.1% | 加碼 |
| Duncker Streett & Co Inc | 6,628 | $41.3 萬 | 0.08% | −177−2.6% | 減碼 |
| Canopy Partners, LLC | 6,637 | $41.3 萬 | 0.16% | +578+9.5% | 加碼 |
| Sanders Morris Harris LLC | 6,631 | $41.4 萬 | 0.06% | 00.0% | 不變 |
| Sawgrass Asset Management LLC | 6,666 | $41.5 萬 | 0.05% | −275−4.0% | 減碼 |
| Fortress Financial Group, LLC | 6,680 | $41.6 萬 | 0.41% | +6,680 | 新進 |
| Vestmark Advisory Solutions, Inc. | 6,683 | $41.6 萬 | 0.01% | +6,683 | 新進 |
| Boomfish Wealth Group, LLC | 6,688 | $41.6 萬 | 0.25% | −43−0.6% | 減碼 |
| Shufro Rose & Co LLC | 6,700 | $41.7 萬 | 0.03% | +400+6.3% | 加碼 |
| AdvisorShares Investments LLC | 6,700 | $41.7 萬 | 0.08% | +6,700 | 新進 |
| Empirical Asset Management, LLC | 115,895 | $41.7 萬 | 0.14% | +103,018+800.0% | 加碼 |
| Austin Private Wealth, LLC | 6,707 | $41.8 萬 | 0.04% | +2,089+45.2% | 加碼 |
| Rossby Financial, LCC | 6,707 | $41.8 萬 | 0.26% | +6,707 | 新進 |
| Paulson Wealth Management Inc. | 6,721 | $41.8 萬 | 0.11% | +514+8.3% | 加碼 |
| Kaydan Wealth Management, Inc. | 6,727 | $41.9 萬 | 0.14% | +10.0% | 加碼 |
| LaSalle St. Investment Advisors, LLC | 6,741 | $41.9 萬 | 0.13% | +1,385+25.9% | 加碼 |
| Alteri Wealth LLC | 6,734 | $41.9 萬 | 0.12% | +6,734 | 新進 |
| Balboa Wealth Partners | 6,737 | $41.9 萬 | 0.10% | +1,079+19.1% | 加碼 |
| Up Strategic Wealth Investment Advisors LLC | 6,741 | $42.0 萬 | 0.42% | +1,571+30.4% | 加碼 |
| Mezzasalma Advisors, LLC | 6,756 | $42.1 萬 | 0.14% | +1,972+41.2% | 加碼 |
| Wescott Financial Advisory Group, LLC | 6,758 | $42.1 萬 | 0.04% | +603+9.8% | 加碼 |
| Sunpointe, LLC | 6,766 | $42.1 萬 | 0.21% | +887+15.1% | 加碼 |
| BKM Wealth Management, LLC | 6,770 | $42.1 萬 | 0.17% | +301+4.7% | 加碼 |
| Elevatus Welath Management | 6,772 | $42.2 萬 | 0.14% | +1,488+28.2% | 加碼 |
| Hollow Brook Wealth Management LLC | 6,787 | $42.3 萬 | 0.13% | 00.0% | 不變 |
| Kelly Lawrence W & Associates Inc | 6,808 | $42.4 萬 | 0.10% | −675−9.0% | 減碼 |
| Optima Capital LLC | 6,811 | $42.4 萬 | 0.29% | +6,811 | 新進 |
| Live Oak Private Wealth LLC | 6,816 | $42.4 萬 | 0.07% | −780−10.3% | 減碼 |
| Capital Wealth Planning, LLC | 6,819 | $42.5 萬 | 0.00% | −3,433−33.5% | 減碼 |
| Marotta Asset Management | 6,866 | $42.5 萬 | 0.09% | 00.0% | 不變 |
| Elwood & Goetz Wealth Advisory Group, LLC | 6,821 | $42.5 萬 | 0.10% | +65+1.0% | 加碼 |
| KWMG, LLC | 6,828 | $42.5 萬 | 0.04% | +10.0% | 加碼 |
| Colonial River Wealth Management, LLC | 6,839 | $42.6 萬 | 0.21% | −1,011−12.9% | 減碼 |
| Strategic Financial Services, Inc, | 6,849 | $42.6 萬 | 0.03% | +1,605+30.6% | 加碼 |
| Cooper/Haims Advisors, LLC | 6,851 | $42.7 萬 | 0.24% | +7+0.1% | 加碼 |
| FourThought Financial Partners, LLC | 6,870 | $42.8 萬 | 0.04% | +6,870 | 新進 |
| Advisors Preferred, LLC | 6,917 | $42.8 萬 | 0.07% | −626−8.3% | 減碼 |
| Stonehage Fleming Financial Services Holdings Ltd | 6,876 | $42.8 萬 | 0.01% | 00.0% | 不變 |
| M. Kraus & Co | 6,888 | $42.9 萬 | 0.13% | 00.0% | 不變 |
| Prairie Wealth Advisors, Inc. | 6,903 | $43.0 萬 | 0.21% | −155−2.2% | 減碼 |
| Invenio Wealth Partners LLC | 6,908 | $43.0 萬 | 0.18% | +141+2.1% | 加碼 |
| Clarus Group, Inc. | 6,956 | $43.3 萬 | 0.15% | +56+0.8% | 加碼 |
| Provident Wealth Management, LLC | 6,957 | $43.3 萬 | 0.14% | 00.0% | 不變 |
| Davis Investment Partners, LLC | 7,102 | $43.4 萬 | 0.18% | 00.0% | 不變 |
| FFT Wealth Management LLC | 6,988 | $43.5 萬 | 0.03% | +672+10.6% | 加碼 |
| Spirepoint Private Client, LLC | 6,990 | $43.5 萬 | 0.05% | +5+0.1% | 加碼 |
| Keating Investment Counselors Inc | 7,000 | $43.6 萬 | 0.14% | 00.0% | 不變 |
| Semus Wealth Partners LLC | 7,009 | $43.6 萬 | 0.29% | −112−1.6% | 減碼 |
| Renasant Bank | 7,034 | $43.8 萬 | 0.28% | −2,294−24.6% | 減碼 |
| Alpha Family Trust | 7,045 | $43.9 萬 | 0.25% | 00.0% | 不變 |
| Trust Co | 7,052 | $43.9 萬 | 0.05% | −759−9.7% | 減碼 |
| Orrstown Financial Services Inc | 7,064 | $44.0 萬 | 0.12% | −230−3.2% | 減碼 |
| Harbor Advisory Corp | 7,092 | $44.2 萬 | 0.15% | 00.0% | 不變 |
| Ssi Investment Management LLC | 7,102 | $44.2 萬 | 0.03% | −4−0.1% | 減碼 |
| ELCO Management Co., LLC | 7,106 | $44.2 萬 | 0.23% | 00.0% | 不變 |
| HC Advisors, LLC | 7,128 | $44.4 萬 | 0.36% | +1,803+33.9% | 加碼 |
| TFB Advisors LLC | 7,132 | $44.4 萬 | 0.13% | −311−4.2% | 減碼 |
| apricus wealth, LLC | 7,143 | $44.5 萬 | 0.29% | −25−0.3% | 減碼 |
| Natural Investments, LLC | 7,167 | $44.6 萬 | 0.12% | +7,167 | 新進 |
| Beacon Investment Advisory Services, Inc. | 7,171 | $44.6 萬 | 0.02% | +232+3.3% | 加碼 |
| BankPlus Wealth Management LLC | 7,180 | $44.7 萬 | 0.33% | +7,180 | 新進 |
| 1858 Wealth Management, LLC | 7,187 | $44.7 萬 | 0.35% | 00.0% | 不變 |
| Union Savings Bank | 7,188 | $44.8 萬 | 0.22% | −60−0.8% | 減碼 |
| Vision Capital Management, Inc. | 7,191 | $44.8 萬 | 0.07% | +103+1.5% | 加碼 |
| Fragasso Group Inc. | 7,210 | $44.9 萬 | 0.03% | +59+0.8% | 加碼 |
| Quadcap Wealth Management, LLC | 7,215 | $44.9 萬 | 0.07% | −752−9.4% | 減碼 |
| Greenspring Advisors, LLC | 7,230 | $45.0 萬 | 0.10% | 00.0% | 不變 |
| Capital Advisors Wealth Management, LLC | 7,231 | $45.0 萬 | 0.08% | −47−0.6% | 減碼 |
| Cable Hill Partners, LLC | 7,249 | $45.1 萬 | 0.05% | −1,145−13.6% | 減碼 |
| First Citizens Financial Corp | 7,250 | $45.1 萬 | 0.25% | +1,400+23.9% | 加碼 |
| Signal Advisors Wealth, LLC | 7,273 | $45.3 萬 | 0.05% | −5,532−43.2% | 減碼 |
| Redhawk Wealth Advisors, Inc. | 7,277 | $45.3 萬 | 0.06% | −1,187−14.0% | 減碼 |
| Options Solutions, LLC | 7,283 | $45.3 萬 | 0.20% | +660+10.0% | 加碼 |
| Aveo Capital Partners, LLC | 7,293 | $45.4 萬 | 0.05% | −681−8.5% | 減碼 |
| Aft, Forsyth & Company, Inc. | 7,293 | $45.4 萬 | 0.22% | −200−2.7% | 減碼 |
| Strathmore Capital Advisors, Inc. | 7,301 | $45.5 萬 | 0.33% | +7,301 | 新進 |
| Eqis Capital Management, Inc. | 7,302 | $45.5 萬 | 0.04% | +1,071+17.2% | 加碼 |
| Rise Advisors, LLC | 7,306 | $45.5 萬 | 0.22% | −456−5.9% | 減碼 |
| Wealth Dimensions Group, Ltd. | 7,313 | $45.5 萬 | 0.11% | +109+1.5% | 加碼 |
| Matthew Goff Investment Advisor, LLC | 7,315 | $45.5 萬 | 0.08% | +122+1.7% | 加碼 |
| Front Street Capital Management, Inc. | 7,318 | $45.6 萬 | 0.08% | −66−0.9% | 減碼 |
| Clearwater Capital Advisors, LLC | 7,326 | $45.6 萬 | 0.04% | −2,257−23.6% | 減碼 |
| Safe Harbor Fiduciary, LLC | 7,331 | $45.6 萬 | 0.47% | +172+2.4% | 加碼 |
| Evelyn Partners Asset Management Ltd | 7,357 | $45.8 萬 | 0.12% | +7,357 | 新進 |
| Verus Capital Partners, LLC | 7,360 | $45.8 萬 | 0.04% | +93+1.3% | 加碼 |
| Compton Wealth Advisory Group, LLC | 7,395 | $46.0 萬 | 0.12% | −206−2.7% | 減碼 |
| Parr McKnight Wealth Management Group, LLC | 7,425 | $46.2 萬 | 0.07% | +7,425 | 新進 |
| Charter Oak Capital Management, LLC | 7,436 | $46.3 萬 | 0.04% | +27+0.4% | 加碼 |
| BOK Financial Private Wealth, Inc. | 7,450 | $46.4 萬 | 0.03% | −1,622−17.9% | 減碼 |
| WealthPlan Investment Management, LLC | 7,466 | $46.5 萬 | 0.05% | −8,950−54.5% | 減碼 |
| Acorns Advisers, LLC | 7,484 | $46.6 萬 | 0.00% | +1,171+18.5% | 加碼 |
| Kathmere Capital Management, LLC | 7,495 | $46.7 萬 | 0.04% | +1,141+18.0% | 加碼 |
| Herold Advisors, Inc. | 7,497 | $46.7 萬 | 0.10% | +218+3.0% | 加碼 |
| RMR Capital Management, LLC | 7,507 | $46.7 萬 | 0.35% | −1,072−12.5% | 減碼 |
| Oak Harvest Investment Services | 7,509 | $46.8 萬 | 0.07% | −377−4.8% | 減碼 |
| Pettee Investors, Inc. | 7,516 | $46.8 萬 | 0.24% | 00.0% | 不變 |
| BFI Infinity Ltd. | 7,522 | $46.8 萬 | 0.51% | +7,522 | 新進 |
| Sutton Place Investors LLC | 7,530 | $46.9 萬 | 0.27% | +157+2.1% | 加碼 |