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 |
|---|---|---|---|---|---|
| Commonwealth Financial Services, LLC | 11,141 | $69.4 萬 | 0.14% | +254+2.3% | 加碼 |
| William Allan, LLC | 11,145 | $69.4 萬 | 0.43% | +134+1.2% | 加碼 |
| Dover Advisors, LLC | 11,162 | $69.5 萬 | 0.40% | 00.0% | 不變 |
| Bangor Savings Bank | 11,175 | $69.6 萬 | 0.07% | −107−0.9% | 減碼 |
| Pinnacle West Asset Management, Inc. | 11,185 | $69.6 萬 | 0.50% | +50+0.4% | 加碼 |
| Norris Perne & French LLP | 11,182 | $69.6 萬 | 0.05% | −142−1.3% | 減碼 |
| Aldebaran Financial Inc. | 11,230 | $69.7 萬 | 0.81% | −481−4.1% | 減碼 |
| Peachtree Investment Partners, LLC | 11,189 | $69.7 萬 | 0.26% | +157+1.4% | 加碼 |
| Mosaic Family Wealth Partners, LLC | 11,209 | $69.8 萬 | 0.10% | +1,170+11.7% | 加碼 |
| Medallion Wealth Advisors, LLC | 10,431 | $69.9 萬 | 0.35% | +10,431 | 新進 |
| Farmers & Merchants Trust Co of Chambersburg PA | 11,228 | $69.9 萬 | 0.26% | 00.0% | 不變 |
| OMC Financial Services LTD | 11,229 | $69.9 萬 | 0.30% | −150−1.3% | 減碼 |
| Old Port Advisors | 11,240 | $70.0 萬 | 0.20% | −1,486−11.7% | 減碼 |
| GHP Investment Advisors, Inc. | 11,250 | $70.0 萬 | 0.03% | −249−2.2% | 減碼 |
| Rahlfs Capital, LLC | 11,264 | $70.1 萬 | 0.69% | +11,264 | 新進 |
| IVC Wealth Advisors LLC | 11,266 | $70.1 萬 | 0.39% | −1,006−8.2% | 減碼 |
| Investor's Fiduciary Advisor Network, LLC | 11,340 | $70.6 萬 | 0.27% | +11,340 | 新進 |
| Kagan Cocozza Asset Management | 11,364 | $70.8 萬 | 0.59% | +11,364 | 新進 |
| S&CO Inc | 11,386 | $70.8 萬 | 0.05% | 00.0% | 不變 |
| Catalytic Wealth RIA, LLC | 11,375 | $70.8 萬 | 0.12% | +93+0.8% | 加碼 |
| Geometric Wealth Advisors | 11,397 | $71.0 萬 | 0.13% | +10+0.1% | 加碼 |
| West Michigan Advisors, LLC | 11,398 | $71.0 萬 | 0.21% | +380+3.4% | 加碼 |
| Northstar Asset Management LLC | 11,435 | $71.2 萬 | 0.16% | 00.0% | 不變 |
| Foster Dykema Cabot & Partners, LLC | 11,441 | $71.2 萬 | 0.06% | −546−4.6% | 減碼 |
| Grove Bank & Trust | 11,449 | $71.3 萬 | 0.10% | +235+2.1% | 加碼 |
| Financial Management Professionals, Inc. | 11,450 | $71.3 萬 | 0.09% | +890+8.4% | 加碼 |
| Flow Traders U.S. LLC | 11,445 | $71.3 萬 | 0.03% | +11,445 | 新進 |
| Hunter Associates Investment Management LLC | 11,500 | $71.7 萬 | 0.11% | +927+8.8% | 加碼 |
| Prestige Wealth Management Group LLC | 11,517 | $71.7 萬 | 0.15% | +704+6.5% | 加碼 |
| Madison Asset Management, LLC | 11,528 | $71.8 萬 | 0.01% | −186−1.6% | 減碼 |
| Madison Investment Advisors, LLC | 11,528 | $71.8 萬 | 0.01% | +11,528 | 新進 |
| Centurion Wealth Management LLC | 11,551 | $71.9 萬 | 0.22% | −1,034−8.2% | 減碼 |
| Bank of New Hampshire | 11,564 | $72.0 萬 | 0.19% | −100−0.9% | 減碼 |
| PFG Advisors | 11,588 | $72.1 萬 | 0.04% | −694−5.7% | 減碼 |
| Ambassador Advisors, LLC | 11,601 | $72.2 萬 | 0.12% | −3,649−23.9% | 減碼 |
| New Century Financial Group, LLC | 11,722 | $72.4 萬 | 0.31% | −53−0.5% | 減碼 |
| Evernest Financial Advisors, LLC | 11,633 | $72.4 萬 | 0.19% | −2,816−19.5% | 減碼 |
| Mine & Arao Wealth Creation & Management, LLC. | 11,646 | $72.5 萬 | 0.33% | −48−0.4% | 減碼 |
| LS Investment Advisors, LLC | 11,651 | $72.5 萬 | 0.11% | 00.0% | 不變 |
| First Interstate Bank | 11,660 | $72.6 萬 | 0.04% | −685−5.5% | 減碼 |
| Kings Path Partners LLC | 11,669 | $72.7 萬 | 0.31% | −2,480−17.5% | 減碼 |
| Blue Zone Wealth Advisors, LLC | 11,685 | $72.8 萬 | 0.21% | +11,685 | 新進 |
| Turtle Creek Wealth Advisors, LLC | 11,744 | $73.1 萬 | 0.17% | +2,276+24.0% | 加碼 |
| Ferguson Shapiro LLC | 11,746 | $73.1 萬 | 0.27% | −445−3.7% | 減碼 |
| Roehl & Yi Investment Advisors, LLC | 11,747 | $73.1 萬 | 0.40% | +11,747 | 新進 |
| Sovereign Financial Group, Inc. | 11,770 | $73.3 萬 | 0.17% | −431−3.5% | 減碼 |
| Delta Financial Group, Inc. | 11,782 | $73.4 萬 | 0.17% | +11,782 | 新進 |
| Trueblood Wealth Management, LLC | 11,817 | $73.6 萬 | 0.36% | −80−0.7% | 減碼 |
| Morningstar Investment Management LLC | 11,825 | $73.6 萬 | 0.06% | +805+7.3% | 加碼 |
| Hendershot Investments Inc. | 11,847 | $73.8 萬 | 0.10% | 00.0% | 不變 |
| Connecticut Wealth Management, LLC | 11,851 | $73.8 萬 | 0.04% | −27−0.2% | 減碼 |
| Clear Creek Financial Management, LLC | 11,860 | $73.8 萬 | 0.08% | +691+6.2% | 加碼 |
| Atwood & Palmer Inc | 11,866 | $73.9 萬 | 0.05% | −16−0.1% | 減碼 |
| Bank of Nova Scotia Trust Co | 11,886 | $74.0 萬 | 0.08% | −50.0% | 減碼 |
| Lakeshore Financial Planning, Inc. | 11,902 | $74.1 萬 | 0.32% | −77−0.6% | 減碼 |
| First Dallas Securities Inc. | 11,917 | $74.2 萬 | 0.30% | −71−0.6% | 減碼 |
| MJP Associates Inc | 11,934 | $74.3 萬 | 0.13% | +36+0.3% | 加碼 |
| Sit Investment Associates Inc | 11,952 | $74.4 萬 | 0.02% | 00.0% | 不變 |
| Redmond Asset Management, LLC | 11,974 | $74.6 萬 | 0.19% | +8,918+291.8% | 加碼 |
| Sterling Investment Counsel, LLC | 11,985 | $74.6 萬 | 0.49% | −28,378−70.3% | 減碼 |
| Congress Park Capital LLC | 11,986 | $74.6 萬 | 0.27% | +300+2.6% | 加碼 |
| Live Oak Investment Partners | – | $74.7 萬 | 0.57% | – | – |
| Retirement Planning Group | 12,034 | $74.9 萬 | 0.04% | +48+0.4% | 加碼 |
| LM Advisors LLC | 12,041 | $75.0 萬 | 0.13% | 00.0% | 不變 |
| Adams Wealth Management | 12,072 | $75.1 萬 | 0.14% | +2,429+25.2% | 加碼 |
| CacheTech Inc. | 12,072 | $75.1 萬 | 0.14% | +2,429+25.2% | 加碼 |
| AdvisorNet Financial, Inc | 12,131 | $75.5 萬 | 0.06% | −742−5.8% | 減碼 |
| Fielder Capital Group LLC | 12,160 | $75.7 萬 | 0.24% | +76+0.6% | 加碼 |
| AA Financial Advisors, LLC | 12,164 | $75.7 萬 | 0.20% | +212+1.8% | 加碼 |
| FSB Premier Wealth Management, Inc. | 12,175 | $75.8 萬 | 0.30% | +478+4.1% | 加碼 |
| Cromwell Holdings LLC | 12,186 | $75.9 萬 | 0.44% | 00.0% | 不變 |
| Moss Adams Wealth Advisors LLC | 12,189 | $75.9 萬 | 0.08% | +691+6.0% | 加碼 |
| WealthTrust Axiom LLC | 12,190 | $75.9 萬 | 0.23% | 00.0% | 不變 |
| OneAscent Financial Services LLC | 12,185 | $75.9 萬 | 0.06% | −93−0.8% | 減碼 |
| Aries Wealth Management | 12,208 | $76.0 萬 | 0.21% | 00.0% | 不變 |
| Ignite Planners, LLC | 12,321 | $76.1 萬 | 0.17% | −188−1.5% | 減碼 |
| Robertson Stephens Wealth Management, LLC | 12,224 | $76.1 萬 | 0.03% | −668−5.2% | 減碼 |
| Enhancing Capital LLC | 12,230 | $76.1 萬 | 0.61% | +12,230 | 新進 |
| Register Financial Advisors LLC | 12,243 | $76.2 萬 | 0.38% | −52−0.4% | 減碼 |
| Red Door Wealth Management, LLC | 12,250 | $76.3 萬 | 0.12% | +1,589+14.9% | 加碼 |
| Alhambra Investment Partners LLC | 12,253 | $76.3 萬 | 0.39% | 00.0% | 不變 |
| Cassaday & Co Wealth Management LLC | 12,279 | $76.4 萬 | 0.02% | +632+5.4% | 加碼 |
| MBA Advisors LLC | 12,300 | $76.6 萬 | 0.39% | +845+7.4% | 加碼 |
| Seamount Financial Group Inc | 12,303 | $76.6 萬 | 0.53% | −576−4.5% | 減碼 |
| JB Capital LLC | 12,328 | $76.8 萬 | 0.04% | −152−1.2% | 減碼 |
| Stonebrook Private Inc. | 12,385 | $77.1 萬 | 0.20% | +519+4.4% | 加碼 |
| Cornerstone Management, Inc. | 12,400 | $77.2 萬 | 0.15% | −10.0% | 減碼 |
| Alliance Wealth Advisors, LLC | 12,435 | $77.4 萬 | 0.20% | +146+1.2% | 加碼 |
| Richard W. Paul & Associates, LLC | 12,442 | $77.5 萬 | 0.28% | +259+2.1% | 加碼 |
| Hodges Capital Management Inc. | 12,465 | $77.6 萬 | 0.05% | −90−0.7% | 減碼 |
| Marietta Investment Partners LLC | 12,482 | $77.7 萬 | 0.17% | 00.0% | 不變 |
| Pine Haven Investment Counsel, Inc | 12,500 | $77.8 萬 | 0.64% | 00.0% | 不變 |
| Legacy Capital Wealth Partners, LLC | 12,511 | $77.9 萬 | 0.19% | −2,370−15.9% | 減碼 |
| Savoie Capital LLC | 12,523 | $78.0 萬 | 0.09% | 00.0% | 不變 |
| SFMG, LLC | 12,534 | $78.0 萬 | 0.06% | +2,952+30.8% | 加碼 |
| Cook Wealth Management Group LLC | 12,700 | $78.1 萬 | 0.37% | 00.0% | 不變 |
| Chancellor Financial Group WB LP | 12,566 | $78.2 萬 | 0.63% | +12,566 | 新進 |
| Paladin Wealth, LLC | 12,566 | $78.2 萬 | 0.68% | +1,861+17.4% | 加碼 |
| Bennett Selby Investments LP | 12,578 | $78.3 萬 | 0.31% | +273+2.2% | 加碼 |
| Detalus Advisors, LLC | 12,615 | $78.5 萬 | 0.26% | −84−0.7% | 減碼 |