Holders over time
- BUD
- KO
| Quarter | BUD | KO |
|---|---|---|
| Q3 2020 | 2 holders, $47m | 30 holders, $34.7bn |
| Q4 2020 | 1 holders, $1.2m | 30 holders, $39.2bn |
| Q1 2021 | 3 holders, $54m | 30 holders, $37.6bn |
| Q2 2021 | 4 holders, $62m | 30 holders, $38.0bn |
| Q3 2021 | 1 holders, $1.5m | 34 holders, $37.9bn |
| Q4 2021 | 2 holders, $912m | 33 holders, $43.3bn |
| Q1 2022 | 3 holders, $1.3bn | 32 holders, $45.4bn |
| Q2 2022 | 3 holders, $1.3bn | 30 holders, $45.1bn |
| Q3 2022 | 3 holders, $1.3bn | 34 holders, $39.8bn |
| Q4 2022 | 3 holders, $1.7bn | 37 holders, $44.1bn |
| Q1 2023 | 4 holders, $1.9bn | 37 holders, $42.2bn |
| Q2 2023 | 5 holders, $1.5bn | 36 holders, $40.8bn |
| Q3 2023 | 3 holders, $1.8bn | 36 holders, $37.8bn |
| Q4 2023 | 5 holders, $2.2bn | 34 holders, $38.4bn |
| Q1 2024 | 10 holders, $2.6bn | 33 holders, $41.0bn |
| Q2 2024 | 10 holders, $2.1bn | 33 holders, $43.4bn |
| Q3 2024 | 10 holders, $2.5bn | 26 holders, $47.9bn |
| Q4 2024 | 8 holders, $2.2bn | 33 holders, $42.2bn |
| Q1 2025 | 9 holders, $2.8bn | 33 holders, $47.1bn |
| Q2 2025 | 7 holders, $2.8bn | 36 holders, $48.4bn |
| Q3 2025 | 5 holders, $2.3bn | 36 holders, $44.4bn |
| Q4 2025 | 6 holders, $2.4bn | 36 holders, $47.5bn |
| Q1 2026 | 9 holders, $2.5bn | 34 holders, $52.4bn |
| Q2 2026 | 7 holders, $3.0bn | 34 holders, $56.1bn |
Anheuser-busch Inbev NV
- Holders
- 10
- Reported value
- $2.6bn
- Buyers
- 7
- Sellers
- 2
Breadth +5 among 93 comparable managers.
Coca Cola Co
- Holders
- 33
- Reported value
- $41.0bn
- Buyers
- 16
- Sellers
- 17
Breadth -1 among 93 comparable managers.
Who holds both, Q1 2024
Both (6)
Baillie Gifford & Co, Citadel Advisors LLC, Dodge & Cox, Holocene Advisors LP, Point72 Asset Management LP, Verition Fund Management LLC
Only BUD (4)
Davidson Kempner Capital Management LP, ExodusPoint Capital Management LP, Markel Group Inc, Tudor Investment Corp
Only KO (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Two Sigma Investments LP, and 2 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.