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 |
|---|---|---|---|---|---|
| Embree Financial Group | 9,926 | $71.1 萬 | 0.12% | +36+0.4% | 加碼 |
| Strategic Investment Solutions, Inc. | 9,959 | $71.3 萬 | 0.21% | −218−2.1% | 減碼 |
| Mosaic Family Wealth Partners, LLC | 9,970 | $71.4 萬 | 0.10% | −1,239−11.1% | 減碼 |
| Elk River Wealth Management, LLC | 9,900 | $71.4 萬 | 0.13% | −80−0.8% | 減碼 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 10,000 | $71.6 萬 | 0.39% | +10,000 | 新進 |
| Gibson Wealth Advisors LLC | 10,000 | $71.6 萬 | 0.57% | 00.0% | 不變 |
| Corundum Group, Inc. | 10,009 | $71.7 萬 | 0.34% | −8,089−44.7% | 減碼 |
| Great Diamond Partners, LLC | 10,014 | $71.7 萬 | 0.20% | −300−2.9% | 減碼 |
| Schrum Private Wealth Management LLC | 10,038 | $71.9 萬 | 0.63% | 00.0% | 不變 |
| Centurion Wealth Management LLC | 11,551 | $71.9 萬 | 0.22% | 00.0% | 不變 |
| Lantz Financial LLC | 10,067 | $72.1 萬 | 0.20% | +369+3.8% | 加碼 |
| Centricity Wealth Management, LLC | 10,075 | $72.2 萬 | 0.65% | −72−0.7% | 減碼 |
| WNY Asset Management, LLC | 10,104 | $72.4 萬 | 0.09% | +2,520+33.2% | 加碼 |
| Sittner & Nelson, LLC | 10,114 | $72.4 萬 | 0.31% | +40+0.4% | 加碼 |
| Enterprise Financial Services Corp | 10,116 | $72.5 萬 | 0.43% | −491−4.6% | 減碼 |
| KG&L Capital Management,LLC | 10,116 | $72.5 萬 | 0.23% | −13,115−56.5% | 減碼 |
| Rossby Financial, LCC | 10,098 | $72.6 萬 | 0.31% | +3,391+50.6% | 加碼 |
| Webster Bank, N. A. | 10,148 | $72.7 萬 | 0.08% | 00.0% | 不變 |
| McKinley Carter Wealth Services, Inc. | 10,149 | $72.7 萬 | 0.04% | +16+0.2% | 加碼 |
| Callan Capital, LLC | 10,154 | $72.7 萬 | 0.05% | +1,411+16.1% | 加碼 |
| Nemes Rush Group LLC | 10,197 | $73.0 萬 | 0.09% | −504−4.7% | 減碼 |
| Wills Financial Group LLC | 10,208 | $73.1 萬 | 0.32% | +10,208 | 新進 |
| Cim Investment Mangement Inc | 10,215 | $73.2 萬 | 0.17% | −8−0.1% | 減碼 |
| Clark Wealth Partners | 10,255 | $73.4 萬 | 0.54% | +131+1.3% | 加碼 |
| Argent Capital Management LLC | 10,310 | $73.8 萬 | 0.02% | 00.0% | 不變 |
| Advisors Preferred, LLC | 10,276 | $73.9 萬 | 0.10% | +3,359+48.6% | 加碼 |
| Zhang Financial LLC | 10,313 | $73.9 萬 | 0.04% | −278−2.6% | 減碼 |
| Johnson Financial Group, Inc. | 10,260 | $74.0 萬 | 0.04% | −2,843−21.7% | 減碼 |
| Oxford Asset Management LLP | 10,335 | $74.0 萬 | 0.34% | +743+7.7% | 加碼 |
| Colonial River Wealth Management, LLC | 10,336 | $74.0 萬 | 0.41% | +3,497+51.1% | 加碼 |
| Alliance Wealth Advisors, LLC | 10,358 | $74.2 萬 | 0.19% | −2,077−16.7% | 減碼 |
| Kiker Wealth Management, LLC | 10,364 | $74.2 萬 | 0.51% | −197−1.9% | 減碼 |
| Compass Ion Advisors, LLC | 10,384 | $74.4 萬 | 0.09% | −24−0.2% | 減碼 |
| Quest Partners LLC | 10,387 | $74.4 萬 | 0.08% | +5,741+123.6% | 加碼 |
| Uhlmann Price Securities, LLC | 10,394 | $74.4 萬 | 0.55% | +3,833+58.4% | 加碼 |
| Cowa, LLC | 10,395 | $74.5 萬 | 0.32% | −735−6.6% | 減碼 |
| King Wealth | 10,396 | $74.5 萬 | 0.11% | +246+2.4% | 加碼 |
| Investors Research Corp | 10,419 | $74.6 萬 | 0.16% | +1,846+21.5% | 加碼 |
| Olistico Wealth, LLC | 10,421 | $74.6 萬 | 0.46% | 00.0% | 不變 |
| Cullen Capital Management LLC | 10,429 | $74.7 萬 | 0.01% | +890+9.3% | 加碼 |
| N.E.W. Advisory Services LLC | 10,436 | $74.7 萬 | 0.06% | +151+1.5% | 加碼 |
| Dividend Assets Capital, LLC | 10,440 | $74.8 萬 | 0.14% | +1,233+13.4% | 加碼 |
| Elyxium Wealth, LLC | 10,442 | $74.8 萬 | 0.33% | +10,442 | 新進 |
| Ashford Capital Management Inc | 10,442 | $74.8 萬 | 0.10% | 00.0% | 不變 |
| Old Port Advisors | 10,457 | $74.9 萬 | 0.22% | −783−7.0% | 減碼 |
| Institute for Wealth Management, LLC. | 10,499 | $75.2 萬 | 0.10% | −205−1.9% | 減碼 |
| Onefund, LLC | 10,500 | $75.2 萬 | 0.77% | +19+0.2% | 加碼 |
| Norris Perne & French LLP | 10,526 | $75.4 萬 | 0.06% | −656−5.9% | 減碼 |
| First National Bank of Mount Dora, Trust Investment Services | 10,566 | $75.7 萬 | 0.18% | +1,090+11.5% | 加碼 |
| Retirement Income Solutions, Inc | 10,567 | $75.7 萬 | 0.16% | 00.0% | 不變 |
| Sound Financial Strategies Group, LLC | 10,580 | $75.8 萬 | 0.68% | −3,040−22.3% | 減碼 |
| Prentice Wealth Management LLC | 10,586 | $75.8 萬 | 0.22% | +201+1.9% | 加碼 |
| Gibbs Wealth Management | 10,594 | $75.9 萬 | 0.18% | +666+6.7% | 加碼 |
| BlueChip Wealth Advisors LLC | 10,597 | $75.9 萬 | 0.37% | −35−0.3% | 減碼 |
| Phillips Wealth Planners LLC | 10,657 | $76.1 萬 | 0.80% | +6,940+186.7% | 加碼 |
| Silver Oak Securities, Inc | 10,826 | $76.2 萬 | 0.07% | +630+6.2% | 加碼 |
| Spreng Capital Management, Inc. | 10,646 | $76.2 萬 | 0.34% | 00.0% | 不變 |
| L & S Advisors Inc | 10,657 | $76.3 萬 | 0.09% | −10.0% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 10,671 | $76.4 萬 | 0.02% | +3,988+59.7% | 加碼 |
| Brandywine Trust Co | 10,682 | $76.5 萬 | 0.12% | 00.0% | 不變 |
| Partners Wealth Management, LLC | 10,686 | $76.5 萬 | 0.87% | −126−1.2% | 減碼 |
| Fulton Breakefield Broenniman LLC | 10,689 | $76.6 萬 | 0.06% | −394−3.6% | 減碼 |
| Camden National Bank | 10,689 | $76.6 萬 | 0.11% | +4,783+81.0% | 加碼 |
| Fortress Wealth Group, LLC | 10,596 | $76.7 萬 | 0.38% | +826+8.5% | 加碼 |
| First Interstate Bank | 10,706 | $76.7 萬 | 0.05% | −954−8.2% | 減碼 |
| Highline Wealth Partners LLC | 10,738 | $76.9 萬 | 0.26% | +189+1.8% | 加碼 |
| Watts Gwilliam & Co., LLC | 10,758 | $77.1 萬 | 0.17% | +880+8.9% | 加碼 |
| Driehaus Capital Management LLC | 10,763 | $77.1 萬 | 0.01% | +10,763 | 新進 |
| Ellis Investment Partners, LLC | 10,778 | $77.2 萬 | 0.16% | +300+2.9% | 加碼 |
| United Advisor Group, LLC | 10,779 | $77.4 萬 | 0.16% | −2,587−19.4% | 減碼 |
| Richwood Investment Advisors, LLC | 10,809 | $77.4 萬 | 0.66% | +234+2.2% | 加碼 |
| Monument Group Wealth Advisors, LLC | 10,810 | $77.4 萬 | 0.54% | 00.0% | 不變 |
| Founders Capital Management | 10,834 | $77.6 萬 | 0.50% | −4,478−29.2% | 減碼 |
| Hickory Point Bank & Trust | 10,848 | $77.7 萬 | 0.68% | +400+3.8% | 加碼 |
| Heartland Bank & Trust Co | 10,851 | $77.7 萬 | 0.40% | +1,440+15.3% | 加碼 |
| Orser Capital Management, LLC | 10,868 | $77.8 萬 | 0.62% | −100−0.9% | 減碼 |
| Investment Partners Asset Management, Inc. | 10,874 | $77.9 萬 | 0.61% | +3,126+40.3% | 加碼 |
| Sherbrooke Park Advisers LLC | 10,875 | $77.9 萬 | 0.36% | +10,875 | 新進 |
| Hendley & Co Inc | 10,876 | $77.9 萬 | 0.27% | −4,550−29.5% | 減碼 |
| Savoie Capital LLC | 12,523 | $78.0 萬 | 0.09% | 00.0% | 不變 |
| Drive Wealth Management, LLC | 10,813 | $78.0 萬 | 0.18% | +245+2.3% | 加碼 |
| Farmers & Merchants Trust Co of Long Beach | 10,948 | $78.4 萬 | 0.20% | +447+4.3% | 加碼 |
| LS Investment Advisors, LLC | 10,951 | $78.4 萬 | 0.12% | −700−6.0% | 減碼 |
| Wolff Financial Management LLC | 10,979 | $78.6 萬 | 0.22% | 00.0% | 不變 |
| Willis Investment Counsel | 11,007 | $78.8 萬 | 0.05% | −33−0.3% | 減碼 |
| Legacy Capital Wealth Partners, LLC | 11,018 | $78.9 萬 | 0.19% | −1,493−11.9% | 減碼 |
| Round Rock Advisors, LLC | 11,020 | $78.9 萬 | 0.15% | +63+0.6% | 加碼 |
| Cook Wealth Management Group LLC | 11,100 | $79.1 萬 | 0.38% | −1,600−12.6% | 減碼 |
| Thoma Capital Management LLC | 11,056 | $79.2 萬 | 0.55% | +318+3.0% | 加碼 |
| S&CO Inc | 11,096 | $79.4 萬 | 0.05% | −290−2.5% | 減碼 |
| AIA Group Ltd | 11,100 | $79.5 萬 | 0.02% | −11,916−51.8% | 減碼 |
| Richard P Slaughter Associates Inc | 11,100 | $79.5 萬 | 0.19% | +11,100 | 新進 |
| Alken Asset Management Ltd. | 11,100 | $79.5 萬 | 1.29% | 00.0% | 不變 |
| Keudell/Morrison Wealth Management | 11,111 | $79.6 萬 | 0.19% | +18+0.2% | 加碼 |
| Cassaday & Co Wealth Management LLC | 11,132 | $79.7 萬 | 0.02% | −1,147−9.3% | 減碼 |
| Northstar Asset Management LLC | 11,155 | $79.9 萬 | 0.19% | −280−2.4% | 減碼 |
| Pure Portfolios Holdings LLC | 11,165 | $80.0 萬 | 0.29% | +89+0.8% | 加碼 |
| Hardin Capital Partners, LLC | 11,173 | $80.0 萬 | 0.49% | +100+0.9% | 加碼 |
| Bangor Savings Bank | 11,175 | $80.0 萬 | 0.08% | 00.0% | 不變 |
| Alpine Bank Wealth Management | 11,179 | $80.1 萬 | 0.13% | +11,179 | 新進 |