Holders over time
- CHD
- KO
| Quarter | CHD | KO |
|---|---|---|
| Q3 2020 | 18 holders, $1.6bn | 30 holders, $34.7bn |
| Q4 2020 | 17 holders, $1.4bn | 30 holders, $39.2bn |
| Q1 2021 | 17 holders, $1.3bn | 30 holders, $37.6bn |
| Q2 2021 | 16 holders, $1.1bn | 30 holders, $38.0bn |
| Q3 2021 | 12 holders, $1.0bn | 34 holders, $37.9bn |
| Q4 2021 | 13 holders, $1.6bn | 33 holders, $43.3bn |
| Q1 2022 | 17 holders, $1.6bn | 32 holders, $45.4bn |
| Q2 2022 | 16 holders, $1.5bn | 30 holders, $45.1bn |
| Q3 2022 | 22 holders, $1.6bn | 34 holders, $39.8bn |
| Q4 2022 | 17 holders, $1.7bn | 37 holders, $44.1bn |
| Q1 2023 | 15 holders, $1.8bn | 37 holders, $42.2bn |
| Q2 2023 | 24 holders, $2.3bn | 36 holders, $40.8bn |
| Q3 2023 | 19 holders, $1.8bn | 36 holders, $37.8bn |
| Q4 2023 | 11 holders, $1.6bn | 34 holders, $38.4bn |
| Q1 2024 | 13 holders, $1.8bn | 33 holders, $41.0bn |
| Q2 2024 | 15 holders, $2.3bn | 33 holders, $43.4bn |
| Q3 2024 | 18 holders, $2.1bn | 26 holders, $47.9bn |
| Q4 2024 | 12 holders, $1.7bn | 33 holders, $42.2bn |
| Q1 2025 | 12 holders, $1.7bn | 33 holders, $47.1bn |
| Q2 2025 | 14 holders, $1.9bn | 36 holders, $48.4bn |
| Q3 2025 | 14 holders, $1.4bn | 36 holders, $44.4bn |
| Q4 2025 | 13 holders, $1.2bn | 36 holders, $47.5bn |
| Q1 2026 | 12 holders, $1.2bn | 34 holders, $52.4bn |
| Q2 2026 | 11 holders, $1.3bn | 34 holders, $56.1bn |
Church & Dwight Co Inc
- Holders
- 12
- Reported value
- $1.7bn
- Buyers
- 3
- Sellers
- 12
Breadth -9 among 94 comparable managers.
Coca Cola Co
- Holders
- 33
- Reported value
- $42.2bn
- Buyers
- 18
- Sellers
- 12
Breadth +6 among 94 comparable managers.
Who holds both, Q4 2024
Both (10)
Acadian Asset Management LLC, AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Neuberger Berman Group LLC, Verition Fund Management LLC, Walleye Capital LLC
Only CHD (2)
Only KO (23)
AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Jane Street Group LLC, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Point72 Asset Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Winton Group Ltd, Woodline Partners 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.