Holders over time
- POST
- KO
| Quarter | POST | KO |
|---|---|---|
| Q3 2020 | 10 holders, $617m | 30 holders, $34.7bn |
| Q4 2020 | 6 holders, $602m | 30 holders, $39.2bn |
| Q1 2021 | 6 holders, $576m | 30 holders, $37.6bn |
| Q2 2021 | 6 holders, $568m | 30 holders, $38.0bn |
| Q3 2021 | 5 holders, $687m | 34 holders, $37.9bn |
| Q4 2021 | 9 holders, $763m | 33 holders, $43.3bn |
| Q1 2022 | 7 holders, $282m | 32 holders, $45.4bn |
| Q2 2022 | 7 holders, $432m | 30 holders, $45.1bn |
| Q3 2022 | 9 holders, $227m | 34 holders, $39.8bn |
| Q4 2022 | 11 holders, $297m | 37 holders, $44.1bn |
| Q1 2023 | 7 holders, $242m | 37 holders, $42.2bn |
| Q2 2023 | 9 holders, $290m | 36 holders, $40.8bn |
| Q3 2023 | 11 holders, $409m | 36 holders, $37.8bn |
| Q4 2023 | 12 holders, $517m | 34 holders, $38.4bn |
| Q1 2024 | 13 holders, $714m | 33 holders, $41.0bn |
| Q2 2024 | 10 holders, $669m | 33 holders, $43.4bn |
| Q3 2024 | 8 holders, $482m | 26 holders, $47.9bn |
| Q4 2024 | 6 holders, $472m | 33 holders, $42.2bn |
| Q1 2025 | 8 holders, $464m | 33 holders, $47.1bn |
| Q2 2025 | 5 holders, $231m | 36 holders, $48.4bn |
| Q3 2025 | 7 holders, $234m | 36 holders, $44.4bn |
| Q4 2025 | 7 holders, $310m | 36 holders, $47.5bn |
| Q1 2026 | 8 holders, $411m | 34 holders, $52.4bn |
| Q2 2026 | 5 holders, $152m | 34 holders, $56.1bn |
Post HLDGS Inc
- Holders
- 12
- Reported value
- $517m
- Buyers
- 8
- Sellers
- 6
Breadth +2 among 93 comparable managers.
Coca Cola Co
- Holders
- 34
- Reported value
- $38.4bn
- Buyers
- 14
- Sellers
- 19
Breadth -5 among 93 comparable managers.
Who holds both, Q4 2023
Both (9)
Bridgewater Associates LP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Man Group PLC, Millennium Management LLC, Point72 Asset Management LP, Two Sigma Investments LP, Wellington Management Group LLP
Only POST (3)
Brevan Howard Capital Management LP, Quantbot Technologies LP, Verition Fund Management LLC
Only KO (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP
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.