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FIVE · 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.

FIVEKO
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.
  • FIVE
  • KO
010203040202120222023202420252026
Holders and value by quarter
QuarterFIVEKO
Q3 202014 holders, $2.1bn30 holders, $34.7bn
Q4 202017 holders, $2.7bn30 holders, $39.2bn
Q1 202121 holders, $2.9bn30 holders, $37.6bn
Q2 202116 holders, $3.1bn30 holders, $38.0bn
Q3 202115 holders, $2.7bn34 holders, $37.9bn
Q4 202117 holders, $3.4bn33 holders, $43.3bn
Q1 202215 holders, $2.3bn32 holders, $45.4bn
Q2 202213 holders, $1.8bn30 holders, $45.1bn
Q3 202212 holders, $2.0bn34 holders, $39.8bn
Q4 202213 holders, $2.5bn37 holders, $44.1bn
Q1 202315 holders, $3.5bn37 holders, $42.2bn
Q2 202315 holders, $3.2bn36 holders, $40.8bn
Q3 202316 holders, $2.7bn36 holders, $37.8bn
Q4 202318 holders, $3.7bn34 holders, $38.4bn
Q1 202421 holders, $2.9bn33 holders, $41.0bn
Q2 202412 holders, $1.1bn33 holders, $43.4bn
Q3 202413 holders, $812m26 holders, $47.9bn
Q4 202412 holders, $1.0bn33 holders, $42.2bn
Q1 202518 holders, $585m33 holders, $47.1bn
Q2 202521 holders, $1.6bn36 holders, $48.4bn
Q3 202520 holders, $1.3bn36 holders, $44.4bn
Q4 202525 holders, $2.5bn36 holders, $47.5bn
Q1 202624 holders, $2.7bn34 holders, $52.4bn
Q2 202621 holders, $2.1bn34 holders, $56.1bn
FIVE

Five Below Inc

Holders
18
Reported value
$3.7bn
Buyers
11
Sellers
8

Breadth +3 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 41 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only FIVE (7)

Davidson Kempner Capital Management LP, MFS Investment Management, Polen Capital Management LLC, Squarepoint Ops LLC, Steadfast Capital Management LP, Verition Fund Management LLC, Winton Group Ltd

Only KO (23)

Acadian Asset Management LLC, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, Two Sigma Advisers LP, Two Sigma Investments LP, Wellington Management Group LLP

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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