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SMPL · 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.

SMPLKO
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.
  • SMPL
  • KO
010203040202120222023202420252026
Holders and value by quarter
QuarterSMPLKO
Q3 20206 holders, $239m30 holders, $34.7bn
Q4 20208 holders, $345m30 holders, $39.2bn
Q1 20217 holders, $313m30 holders, $37.6bn
Q2 20216 holders, $387m30 holders, $38.0bn
Q3 20215 holders, $361m34 holders, $37.9bn
Q4 20215 holders, $438m33 holders, $43.3bn
Q1 20226 holders, $423m32 holders, $45.4bn
Q2 20225 holders, $367m30 holders, $45.1bn
Q3 20227 holders, $328m34 holders, $39.8bn
Q4 20225 holders, $372m37 holders, $44.1bn
Q1 20236 holders, $480m37 holders, $42.2bn
Q2 20236 holders, $399m36 holders, $40.8bn
Q3 20236 holders, $362m36 holders, $37.8bn
Q4 20235 holders, $394m34 holders, $38.4bn
Q1 20245 holders, $257m33 holders, $41.0bn
Q2 20247 holders, $293m33 holders, $43.4bn
Q3 20244 holders, $223m26 holders, $47.9bn
Q4 20245 holders, $310m33 holders, $42.2bn
Q1 20254 holders, $214m33 holders, $47.1bn
Q2 20255 holders, $210m36 holders, $48.4bn
Q3 20257 holders, $75m36 holders, $44.4bn
Q4 20254 holders, $31m36 holders, $47.5bn
Q1 20264 holders, $25m34 holders, $52.4bn
Q2 20265 holders, $33m34 holders, $56.1bn
SMPL

Simply Good Foods Co

Holders
5
Reported value
$394m
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 34 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only SMPL (0)

None.

Only KO (29)

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, Caxton Associates LLP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Schonfeld Strategic Advisors LLC, and 4 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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