L3VLUP
ProSign in

SAM · 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.

SAMKO
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.
  • SAM
  • KO
010203040202120222023202420252026
Holders and value by quarter
QuarterSAMKO
Q3 202023 holders, $3.1bn30 holders, $34.7bn
Q4 202022 holders, $3.4bn30 holders, $39.2bn
Q1 202115 holders, $4.3bn30 holders, $37.6bn
Q2 202114 holders, $2.6bn30 holders, $38.0bn
Q3 202112 holders, $1.3bn34 holders, $37.9bn
Q4 202112 holders, $977m33 holders, $43.3bn
Q1 20226 holders, $658m32 holders, $45.4bn
Q2 20226 holders, $846m30 holders, $45.1bn
Q3 20224 holders, $478m34 holders, $39.8bn
Q4 20226 holders, $532m37 holders, $44.1bn
Q1 20237 holders, $624m37 holders, $42.2bn
Q2 20239 holders, $565m36 holders, $40.8bn
Q3 202311 holders, $808m36 holders, $37.8bn
Q4 20237 holders, $118m34 holders, $38.4bn
Q1 20246 holders, $118m33 holders, $41.0bn
Q2 20247 holders, $128m33 holders, $43.4bn
Q3 20246 holders, $143m26 holders, $47.9bn
Q4 20246 holders, $191m33 holders, $42.2bn
Q1 20257 holders, $140m33 holders, $47.1bn
Q2 20255 holders, $86m36 holders, $48.4bn
Q3 20258 holders, $252m36 holders, $44.4bn
Q4 20255 holders, $94m36 holders, $47.5bn
Q1 20265 holders, $248m34 holders, $52.4bn
Q2 20264 holders, $39m34 holders, $56.1bn
SAM

Boston Beer Inc

Holders
7
Reported value
$128m
Buyers
4
Sellers
2

Breadth +2 among 94 comparable managers.

Consumer staples
KO

Coca Cola Co

Holders
33
Reported value
$43.4bn
Buyers
20
Sellers
13

Breadth +7 among 94 comparable managers.

Consumer staples

Who holds both, Q2 2024

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 SAM (1)

Southeastern Asset Management Inc

Only KO (27)

Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, 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.

Back to the 13F Explorer →