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。
2025 年第 1 季 13F 持有人
Coca Cola Co 在 2025/3/31 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
- 3,374
- 較 2024 年第 4 季 +141 家
- 持有股數
- 31.4 億
- 較 2024 年第 4 季 +5,353 萬 (+1.7%)
- 總市值
- $2,251 億
- 較 2024 年第 4 季 +$328.4 億 (+17.1%)
- 新進機構
- 259
- 另有 1,260 家加碼
- 清倉機構
- 118
- 另有 1,403 家減碼
另有 55 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 7,663 | $54.9 萬 | 0.21% | +96+1.3% | 加碼 |
| McElhenny Sheffield Capital Management, LLC | 7,678 | $55.0 萬 | 0.21% | 00.0% | 不變 |
| Kapstone Financial Advisors LLC | 7,684 | $55.0 萬 | 0.31% | 00.0% | 不變 |
| Greenberg Financial Group | 7,247 | $55.1 萬 | 0.23% | +7,247 | 新進 |
| Advisor Resource Council | 11,141 | $55.1 萬 | 0.04% | +11,141 | 新進 |
| Empirical Asset Management, LLC | 7,705 | $55.2 萬 | 0.19% | −108,190−93.4% | 減碼 |
| Summitry LLC | 7,716 | $55.3 萬 | 0.03% | +171+2.3% | 加碼 |
| Charter Oak Capital Management, LLC | 7,723 | $55.3 萬 | 0.05% | +287+3.9% | 加碼 |
| CWS Financial Advisors, LLC | 7,739 | $55.4 萬 | 0.18% | 00.0% | 不變 |
| TFB Advisors LLC | 7,749 | $55.5 萬 | 0.16% | +617+8.7% | 加碼 |
| Acorns Advisers, LLC | 7,768 | $55.6 萬 | 0.01% | +284+3.8% | 加碼 |
| Cornerstone Advisory, LLC | 7,756 | $55.6 萬 | 0.06% | +183+2.4% | 加碼 |
| Fairscale Capital, LLC | 7,735 | $55.8 萬 | 0.50% | −88−1.1% | 減碼 |
| Beta Wealth Group, Inc. | 7,813 | $56.0 萬 | 0.20% | 00.0% | 不變 |
| Calton & Associates, Inc. | 7,828 | $56.1 萬 | 0.13% | +7,828 | 新進 |
| Paragon Capital Management Ltd | 7,833 | $56.1 萬 | 0.11% | 00.0% | 不變 |
| Gladius Capital Management LP | 7,834 | $56.1 萬 | 0.55% | −8,948−53.3% | 減碼 |
| Fulcrum Capital LLC | 7,839 | $56.1 萬 | 0.12% | +1,339+20.6% | 加碼 |
| Inlet Private Wealth, LLC | 7,853 | $56.2 萬 | 0.15% | 00.0% | 不變 |
| Maple Capital Management, Inc. | 7,864 | $56.3 萬 | 0.04% | −1,187−13.1% | 減碼 |
| Cardiff Park Advisors, LLC | 7,869 | $56.4 萬 | 0.05% | 00.0% | 不變 |
| Mountain Pacific Investment Advisers Inc | 7,874 | $56.4 萬 | 0.04% | −400−4.8% | 減碼 |
| Level Wealth Management LLC | 7,876 | $56.4 萬 | 0.37% | 00.0% | 不變 |
| Bordeaux Wealth Advisors LLC | 7,890 | $56.5 萬 | 0.10% | +2,489+46.1% | 加碼 |
| Chilton Investment Co LLC | 7,898 | $56.6 萬 | 0.01% | 00.0% | 不變 |
| Bingham Private Wealth, LLC | 7,914 | $56.7 萬 | 0.59% | +2,142+37.1% | 加碼 |
| Pacitti Group Inc. | 7,863 | $56.7 萬 | 0.27% | +215+2.8% | 加碼 |
| Acorn Financial Advisory Services Inc | 7,924 | $56.8 萬 | 0.10% | −225−2.8% | 減碼 |
| Middleton & Co Inc | 7,925 | $56.8 萬 | 0.07% | −150−1.9% | 減碼 |
| Nautilus Advisors LLC | 7,931 | $56.8 萬 | 0.47% | −683−7.9% | 減碼 |
| Holistic Financial Partners | 7,936 | $56.8 萬 | 0.27% | +3,783+91.1% | 加碼 |
| Capstone Investment Advisors, LLC | 7,953 | $57.0 萬 | 0.01% | −50,594−86.4% | 減碼 |
| OneAscent Family Office, LLC | 7,968 | $57.0 萬 | 0.53% | +4,503+130.0% | 加碼 |
| Plotkin Financial Advisors, LLC | 7,960 | $57.0 萬 | 0.35% | 00.0% | 不變 |
| Atlantic Edge Private Wealth Management, LLC | 7,971 | $57.1 萬 | 0.17% | 00.0% | 不變 |
| Bolthouse Investments, LLC | 7,973 | $57.1 萬 | 0.60% | 00.0% | 不變 |
| Breakwater Capital Group | 7,989 | $57.2 萬 | 0.10% | +354+4.6% | 加碼 |
| First Heartland Consultants, Inc. | 7,992 | $57.2 萬 | 0.06% | −3,069−27.7% | 減碼 |
| Montz Harcus Wealth Management LLC | 8,001 | $57.3 萬 | 0.31% | +24+0.3% | 加碼 |
| James J. Burns & Company, LLC | 8,007 | $57.3 萬 | 0.10% | −205−2.5% | 減碼 |
| Ayrshire Capital Management LLC | 8,060 | $57.7 萬 | 0.28% | +3,000+59.3% | 加碼 |
| Three Seasons Wealth, LLC | 8,017 | $57.8 萬 | 0.29% | −30.0% | 減碼 |
| Pure Financial Advisors, Inc. | 8,081 | $57.9 萬 | 0.01% | +2,418+42.7% | 加碼 |
| Moisand Fitzgerald Tamayo, LLC | 8,090 | $57.9 萬 | 0.08% | −169−2.0% | 減碼 |
| Coppell Advisory Solutions LLC | 8,010 | $58.0 萬 | 0.09% | +135+1.7% | 加碼 |
| ESL Trust Services, LLC | 8,115 | $58.1 萬 | 0.13% | 00.0% | 不變 |
| IMA Wealth, Inc. | 8,061 | $58.1 萬 | 0.07% | 00.0% | 不變 |
| NovaPoint Capital, LLC | 8,136 | $58.3 萬 | 0.18% | 00.0% | 不變 |
| Gratus Wealth Advisors, LLC | 8,142 | $58.3 萬 | 0.10% | −2,615−24.3% | 減碼 |
| Cape Cod Five Cents Savings Bank | 8,117 | $58.3 萬 | 0.05% | 00.0% | 不變 |
| Platform Technology Partners | 8,156 | $58.4 萬 | 0.17% | +81+1.0% | 加碼 |
| First National Corp | 8,160 | $58.4 萬 | 0.13% | −31−0.4% | 減碼 |
| Kimelman & Baird, LLC | 8,170 | $58.5 萬 | 0.05% | 00.0% | 不變 |
| One Capital Management, LLC | 8,171 | $58.5 萬 | 0.02% | +415+5.4% | 加碼 |
| Wealth Preservation Advisors, LLC | 8,195 | $58.7 萬 | 0.42% | +8,195 | 新進 |
| Cannon Wealth Management Services, LLC | 8,112 | $58.7 萬 | 0.52% | −40−0.5% | 減碼 |
| Affinity Capital Advisors, LLC | 8,227 | $58.8 萬 | 0.12% | −182−2.2% | 減碼 |
| SeaBridge Investment Advisors LLC | 8,215 | $58.8 萬 | 0.13% | 00.0% | 不變 |
| Grant/GrossMendelsohn, LLC | 8,199 | $58.9 萬 | 0.33% | +44+0.5% | 加碼 |
| Seeds Investor LLC | 8,234 | $59.0 萬 | 0.17% | −1,223−12.9% | 減碼 |
| Versor Investments LP | 8,255 | $59.1 萬 | 0.10% | −9,745−54.1% | 減碼 |
| Pacific Global Investment Management CO | 8,264 | $59.2 萬 | 0.84% | −2,686−24.5% | 減碼 |
| Arbor Wealth Advisors LLC | 8,267 | $59.2 萬 | 0.53% | +20.0% | 加碼 |
| Crescent Grove Advisors, LLC | 8,222 | $59.3 萬 | 0.06% | −94−1.1% | 減碼 |
| Novem Group | 8,286 | $59.3 萬 | 0.08% | −276−3.2% | 減碼 |
| Castleview Partners, LLC | 8,293 | $59.4 萬 | 0.40% | +1,868+29.1% | 加碼 |
| 360 Financial, Inc. | 8,308 | $59.5 萬 | 0.22% | −128−1.5% | 減碼 |
| Goldstream Capital Management Ltd | 8,276 | $59.6 萬 | 0.40% | 00.0% | 不變 |
| Firethorn Wealth Partners, LLC | 8,326 | $59.6 萬 | 0.28% | −1,079−11.5% | 減碼 |
| Alliance Wealth Advisors, LLC | 8,327 | $59.6 萬 | 0.35% | −5−0.1% | 減碼 |
| ASB Consultores, LLC | 8,327 | $59.6 萬 | 0.39% | +3,003+56.4% | 加碼 |
| MOKAN Wealth Management Inc. | 8,343 | $59.7 萬 | 0.36% | −265−3.1% | 減碼 |
| BridgePort Financial Solutions, LLC | 8,349 | $59.8 萬 | 0.27% | +135+1.6% | 加碼 |
| Kidder Stephen W | 8,350 | $59.8 萬 | 0.19% | −130−1.5% | 減碼 |
| Northstar Advisory Group, LLC | 8,352 | $59.8 萬 | 0.39% | −1,500−15.2% | 減碼 |
| River Wealth Advisors LLC | 8,372 | $60.0 萬 | 0.08% | −621−6.9% | 減碼 |
| Financial Partners Group, LLC | 8,377 | $60.0 萬 | 0.26% | −475−5.4% | 減碼 |
| Morris Financial Concepts, Inc. | 8,393 | $60.1 萬 | 0.25% | −191−2.2% | 減碼 |
| Florida Financial Advisors, LLC | 8,396 | $60.1 萬 | 0.24% | +833+11.0% | 加碼 |
| Legacy Wealth Management, LLC | 8,400 | $60.2 萬 | 0.20% | −1,227−12.7% | 減碼 |
| Essex Investment Management Co LLC | 8,418 | $60.3 萬 | 0.13% | +11+0.1% | 加碼 |
| Yoffe Investment Management, LLC | 8,419 | $60.3 萬 | 0.89% | −10.0% | 減碼 |
| Addison Advisors LLC | 8,429 | $60.4 萬 | 0.16% | −109−1.3% | 減碼 |
| Atom Investors LP | 8,430 | $60.4 萬 | 0.07% | −14,942−63.9% | 減碼 |
| Ifrah Financial Services, Inc. | 8,431 | $60.4 萬 | 0.17% | +21+0.2% | 加碼 |
| Sym Financial Corp | 8,448 | $60.5 萬 | 0.07% | −955−10.2% | 減碼 |
| Whalerock Point Partners, LLC | 8,512 | $61.0 萬 | 0.14% | 00.0% | 不變 |
| Alan B. Lancz & Associates, Inc. | 8,550 | $61.2 萬 | 0.65% | 00.0% | 不變 |
| GDS Wealth Management | 8,591 | $61.5 萬 | 0.05% | +150+1.8% | 加碼 |
| Lazard Freres Gestion S.A.S. | 8,605 | $61.6 萬 | 0.01% | −170−1.9% | 減碼 |
| Westbourne Investment Advisors, Inc. | 8,615 | $61.7 萬 | 0.22% | 00.0% | 不變 |
| Optas, LLC | 8,626 | $61.8 萬 | 0.11% | +943+12.3% | 加碼 |
| Cypress Asset Management Inc | 8,629 | $61.8 萬 | 0.17% | −16,716−66.0% | 減碼 |
| Amplius Wealth Advisors, LLC | 8,639 | $61.9 萬 | 0.06% | −196−2.2% | 減碼 |
| Cornerstone Capital, Inc. | 8,640 | $61.9 萬 | 0.07% | 00.0% | 不變 |
| Wayfinding Financial, LLC | 8,588 | $61.9 萬 | 0.27% | −331−3.7% | 減碼 |
| Wall Street Access Asset Management, LLC | 8,649 | $61.9 萬 | 0.25% | −817−8.6% | 減碼 |
| Souders Financial Advisors | 8,650 | $62.0 萬 | 0.09% | +2,567+42.2% | 加碼 |
| Indie Asset Partners, LLC | 8,651 | $62.0 萬 | 0.54% | −658−7.1% | 減碼 |
| KFA Private Wealth Group, LLC | 8,669 | $62.1 萬 | 0.22% | +2,771+47.0% | 加碼 |