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 |
|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 9,923 | $61.8 萬 | 0.12% | −52−0.5% | 減碼 |
| Gibbs Wealth Management | 9,928 | $61.8 萬 | 0.17% | +1,308+15.2% | 加碼 |
| Fortress Wealth Group, LLC | 9,770 | $61.9 萬 | 0.30% | +8+0.1% | 加碼 |
| Spinnaker Investment Group, LLC | 9,973 | $62.1 萬 | 0.15% | +10+0.1% | 加碼 |
| Elk River Wealth Management, LLC | 9,980 | $62.1 萬 | 0.11% | 00.0% | 不變 |
| Sound Income Strategies, LLC | 9,994 | $62.2 萬 | 0.04% | +1,408+16.4% | 加碼 |
| Gibson Wealth Advisors LLC | 10,000 | $62.3 萬 | 0.51% | 00.0% | 不變 |
| Schrum Private Wealth Management LLC | 10,038 | $62.5 萬 | 0.53% | −7,800−43.7% | 減碼 |
| Cambridge Advisors Inc. | 10,048 | $62.6 萬 | 0.14% | +72+0.7% | 加碼 |
| Journey Advisory Group, LLC | 9,852 | $62.7 萬 | 0.08% | 00.0% | 不變 |
| Sittner & Nelson, LLC | 10,074 | $62.7 萬 | 0.27% | +133+1.3% | 加碼 |
| BCS Wealth Management | 10,108 | $62.9 萬 | 0.16% | +10,108 | 新進 |
| Clark Wealth Partners | 10,124 | $63.0 萬 | 0.49% | +10,124 | 新進 |
| Bradley & Co. Private Wealth Management, LLC | 10,126 | $63.0 萬 | 0.39% | +10,126 | 新進 |
| Xcel Wealth Management, LLC | 10,130 | $63.1 萬 | 0.17% | −1,061−9.5% | 減碼 |
| McKinley Carter Wealth Services, Inc. | 10,133 | $63.1 萬 | 0.04% | +39+0.4% | 加碼 |
| Centricity Wealth Management, LLC | 10,147 | $63.2 萬 | 0.59% | +10,147 | 新進 |
| Webster Bank, N. A. | 10,148 | $63.2 萬 | 0.07% | −218−2.1% | 減碼 |
| King Wealth | 10,150 | $63.2 萬 | 0.09% | +15+0.1% | 加碼 |
| Tandem Investment Advisors, Inc. | 10,143 | $63.2 萬 | 0.02% | +603+6.3% | 加碼 |
| Bienville Capital Management, LLC | 10,155 | $63.2 萬 | 0.15% | +1,955+23.8% | 加碼 |
| O'Keefe Stevens Advisory, Inc. | 10,156 | $63.2 萬 | 0.20% | +3,168+45.3% | 加碼 |
| Silver Oak Securities, Inc | 10,196 | $63.2 萬 | 0.06% | −2,154−17.4% | 減碼 |
| Penserra Capital Management LLC | 10,194 | $63.4 萬 | 0.01% | +9,819+2,618.4% | 加碼 |
| Baker Avenue Asset Management, LP | 10,211 | $63.6 萬 | 0.02% | +677+7.1% | 加碼 |
| Cim Investment Mangement Inc | 10,223 | $63.6 萬 | 0.19% | −130−1.3% | 減碼 |
| Magnolia Capital Advisors LLC | 10,273 | $64.0 萬 | 0.17% | +10,273 | 新進 |
| Nebula Research & Development LLC | 10,276 | $64.0 萬 | 0.08% | +10,276 | 新進 |
| N.E.W. Advisory Services LLC | 10,285 | $64.0 萬 | 0.06% | +175+1.7% | 加碼 |
| Argent Capital Management LLC | 10,310 | $64.2 萬 | 0.02% | 00.0% | 不變 |
| Wills Financial Group, Inc. | 10,313 | $64.2 萬 | 0.28% | +27+0.3% | 加碼 |
| Great Diamond Partners, LLC | 10,314 | $64.2 萬 | 0.17% | +169+1.7% | 加碼 |
| Financial Engines Advisors L.L.C. | 10,320 | $64.3 萬 | 0.00% | +4,847+88.6% | 加碼 |
| Midwest Financial Group LLC | 10,339 | $64.4 萬 | 0.37% | −553−5.1% | 減碼 |
| Persium Advisors, LLC | 10,375 | $64.6 萬 | 0.64% | +10,375 | 新進 |
| Prentice Wealth Management LLC | 10,385 | $64.7 萬 | 0.19% | +639+6.6% | 加碼 |
| Pinnacle Holdings, LLC | 10,393 | $64.7 萬 | 0.24% | −190−1.8% | 減碼 |
| Private Portfolio Partners LLC | 10,396 | $64.7 萬 | 0.12% | −409−3.8% | 減碼 |
| Sather Financial Group Inc | 10,400 | $64.8 萬 | 0.04% | −1,270−10.9% | 減碼 |
| Compass Ion Advisors, LLC | 10,408 | $64.8 萬 | 0.08% | +355+3.5% | 加碼 |
| Olistico Wealth, LLC | 10,421 | $64.9 萬 | 0.38% | −17−0.2% | 減碼 |
| Total Wealth Planning & Management, Inc. | 10,423 | $64.9 萬 | 0.64% | +10,423 | 新進 |
| Ashford Capital Management Inc | 10,442 | $65.0 萬 | 0.08% | −374−3.5% | 減碼 |
| Hickory Point Bank & Trust | 10,448 | $65.0 萬 | 0.58% | +10,448 | 新進 |
| HHM Wealth Advisors, LLC | 10,463 | $65.1 萬 | 0.09% | +1,313+14.3% | 加碼 |
| Banco BTG Pactual S.A. | 10,540 | $65.2 萬 | 0.15% | +6,149+140.0% | 加碼 |
| Hutchinson Capital Management | 10,477 | $65.2 萬 | 0.12% | −450−4.1% | 減碼 |
| Ellis Investment Partners, LLC | 10,478 | $65.2 萬 | 0.13% | −30.0% | 減碼 |
| Onefund, LLC | 10,481 | $65.3 萬 | 0.63% | +296+2.9% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 10,501 | $65.4 萬 | 0.16% | −620−5.6% | 減碼 |
| Highline Wealth Partners LLC | 10,549 | $65.7 萬 | 0.21% | −120−1.1% | 減碼 |
| Kiker Wealth Management, LLC | 10,561 | $65.8 萬 | 0.53% | +10,561 | 新進 |
| Retirement Income Solutions, Inc | 10,567 | $65.8 萬 | 0.13% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 10,568 | $65.8 萬 | 0.16% | +377+3.7% | 加碼 |
| Richwood Investment Advisors, LLC | 10,575 | $65.8 萬 | 0.55% | +602+6.0% | 加碼 |
| Zhang Financial LLC | 10,591 | $65.9 萬 | 0.04% | +694+7.0% | 加碼 |
| ICONIQ Capital, LLC | 10,597 | $66.0 萬 | 0.01% | +324+3.2% | 加碼 |
| TrinityPoint Wealth, LLC | 10,597 | $66.0 萬 | 0.09% | +512+5.1% | 加碼 |
| Marathon Trading Investment Management LLC | 10,600 | $66.0 萬 | 0.11% | +10,600 | 新進 |
| Enterprise Financial Services Corp | 10,607 | $66.0 萬 | 0.37% | +213+2.0% | 加碼 |
| Journey Strategic Wealth LLC | 10,621 | $66.1 萬 | 0.02% | −543−4.9% | 減碼 |
| BlueChip Wealth Advisors LLC | 10,632 | $66.2 萬 | 0.37% | −259−2.4% | 減碼 |
| Gray Wealth Management Inc. | 10,638 | $66.2 萬 | 0.25% | +49+0.5% | 加碼 |
| Spreng Capital Management, Inc. | 10,646 | $66.3 萬 | 0.29% | −310−2.8% | 減碼 |
| L & S Advisors Inc | 10,658 | $66.4 萬 | 0.07% | −463−4.2% | 減碼 |
| Brandywine Trust Co | 10,682 | $66.5 萬 | 0.10% | 00.0% | 不變 |
| Nemes Rush Group LLC | 10,701 | $66.6 萬 | 0.08% | −1,310−10.9% | 減碼 |
| Institute for Wealth Management, LLC. | 10,704 | $66.6 萬 | 0.08% | +50+0.5% | 加碼 |
| Thoma Capital Management LLC | 10,738 | $66.9 萬 | 0.46% | +10,738 | 新進 |
| Gratus Wealth Advisors, LLC | 10,757 | $67.0 萬 | 0.11% | −1,818−14.5% | 減碼 |
| Elgethun Capital Management | 10,781 | $67.1 萬 | 0.16% | +268+2.5% | 加碼 |
| WoodTrust Financial Corp | 10,796 | $67.2 萬 | 0.09% | +30.0% | 加碼 |
| Apella Capital, LLC | 10,800 | $67.2 萬 | 0.03% | +267+2.5% | 加碼 |
| Monument Group Wealth Advisors, LLC | 10,810 | $67.3 萬 | 0.48% | 00.0% | 不變 |
| Partners Wealth Management, LLC | 10,812 | $67.3 萬 | 0.77% | +10,812 | 新進 |
| Proficio Capital Partners LLC | 10,843 | $67.5 萬 | 0.05% | +3,426+46.2% | 加碼 |
| Apexium Financial, LP | 10,851 | $67.6 萬 | 0.04% | +2,652+32.3% | 加碼 |
| D'Orazio & Associates, Inc. | 10,854 | $67.6 萬 | 0.10% | −215−1.9% | 減碼 |
| Cadinha & Co LLC | 10,857 | $67.6 萬 | 0.11% | −2,590−19.3% | 減碼 |
| Kiley Juergens Wealth Management, LLC | 10,871 | $67.7 萬 | 0.17% | −371−3.3% | 減碼 |
| Owen LaRue, LLC | 10,885 | $67.8 萬 | 0.35% | +811+8.1% | 加碼 |
| Stanley-Laman Group, Ltd. | 10,945 | $68.1 萬 | 0.10% | +1,615+17.3% | 加碼 |
| Pacific Global Investment Management CO | 10,950 | $68.2 萬 | 0.88% | −88,037−88.9% | 減碼 |
| Round Rock Advisors, LLC | 10,957 | $68.2 萬 | 0.14% | +2,178+24.8% | 加碼 |
| Krilogy Financial LLC | 10,964 | $68.3 萬 | 0.05% | +690+6.7% | 加碼 |
| Orser Capital Management, LLC | 10,968 | $68.3 萬 | 0.51% | 00.0% | 不變 |
| Proathlete Wealth Management LLC | 10,979 | $68.4 萬 | 0.26% | +520+5.0% | 加碼 |
| Wolff Financial Management LLC | 10,979 | $68.4 萬 | 0.19% | −1,109−9.2% | 減碼 |
| Challenger Wealth Management | 11,005 | $68.5 萬 | 0.59% | +11,005 | 新進 |
| J. W. Coons Advisors, LLC | 11,038 | $68.7 萬 | 0.18% | −160−1.4% | 減碼 |
| Willis Investment Counsel | 11,040 | $68.7 萬 | 0.05% | 00.0% | 不變 |
| Smart Money Group LLC | 11,059 | $68.9 萬 | 0.24% | +1,071+10.7% | 加碼 |
| First Heartland Consultants, Inc. | 11,061 | $68.9 萬 | 0.07% | +1,421+14.7% | 加碼 |
| Alken Asset Management Ltd. | 11,100 | $68.9 萬 | 1.30% | +11,100 | 新進 |
| Hardin Capital Partners, LLC | 11,073 | $68.9 萬 | 0.42% | +30.0% | 加碼 |
| Pure Portfolios Holdings LLC | 11,076 | $69.0 萬 | 0.26% | +15+0.1% | 加碼 |
| Fulton Breakefield Broenniman LLC | 11,083 | $69.0 萬 | 0.05% | −552−4.7% | 減碼 |
| Keudell/Morrison Wealth Management | 11,093 | $69.1 萬 | 0.18% | +449+4.2% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 11,145 | $69.1 萬 | 0.02% | 00.0% | 不變 |
| Cowa, LLC | 11,130 | $69.3 萬 | 0.32% | +111+1.0% | 加碼 |