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EPC · KO in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

EPCKO
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • EPC
  • KO
010203040202120222023202420252026
Holders and value by quarter
QuarterEPCKO
Q3 20201 holders, $56m30 holders, $34.7bn
Q4 20202 holders, $85m30 holders, $39.2bn
Q1 20214 holders, $125m30 holders, $37.6bn
Q2 20214 holders, $115m30 holders, $38.0bn
Q3 20215 holders, $95m34 holders, $37.9bn
Q4 20214 holders, $113m33 holders, $43.3bn
Q1 20223 holders, $99m32 holders, $45.4bn
Q2 20225 holders, $99m30 holders, $45.1bn
Q3 20225 holders, $100m34 holders, $39.8bn
Q4 20223 holders, $78m37 holders, $44.1bn
Q1 20236 holders, $97m37 holders, $42.2bn
Q2 20234 holders, $89m36 holders, $40.8bn
Q3 20236 holders, $84m36 holders, $37.8bn
Q4 20233 holders, $52m34 holders, $38.4bn
Q1 20242 holders, $41m33 holders, $41.0bn
Q2 20242 holders, $41m33 holders, $43.4bn
Q3 20241 holders, $34m26 holders, $47.9bn
Q4 20241 holders, $31m33 holders, $42.2bn
Q1 20251 holders, $29m33 holders, $47.1bn
Q2 20252 holders, $30m36 holders, $48.4bn
Q3 20251 holders, $18m36 holders, $44.4bn
Q4 20252 holders, $17m36 holders, $47.5bn
Q1 20263 holders, $36m34 holders, $52.4bn
Q2 20263 holders, $59m34 holders, $56.1bn
EPC

Edgewell Personal Care Company

Holders
3
Reported value
$52m
Buyers
0
Sellers
5

Breadth -5 among 93 comparable managers.

Consumer staples
KO

Coca Cola Co

Holders
34
Reported value
$38.4bn
Buyers
14
Sellers
19

Breadth -5 among 93 comparable managers.

Consumer staples

Who holds both, Q4 2023

Among the 36 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EPC (2)

PDT Partners LLC, Woodline Partners LP

Only KO (33)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, and 8 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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