Holders over time
- CLX
- KO
| Quarter | CLX | KO |
|---|---|---|
| Q3 2020 | 20 holders, $2.6bn | 30 holders, $34.7bn |
| Q4 2020 | 16 holders, $2.0bn | 30 holders, $39.2bn |
| Q1 2021 | 16 holders, $1.2bn | 30 holders, $37.6bn |
| Q2 2021 | 12 holders, $720m | 30 holders, $38.0bn |
| Q3 2021 | 13 holders, $775m | 34 holders, $37.9bn |
| Q4 2021 | 16 holders, $880m | 33 holders, $43.3bn |
| Q1 2022 | 10 holders, $856m | 32 holders, $45.4bn |
| Q2 2022 | 9 holders, $443m | 30 holders, $45.1bn |
| Q3 2022 | 10 holders, $622m | 34 holders, $39.8bn |
| Q4 2022 | 15 holders, $827m | 37 holders, $44.1bn |
| Q1 2023 | 18 holders, $913m | 37 holders, $42.2bn |
| Q2 2023 | 15 holders, $1.4bn | 36 holders, $40.8bn |
| Q3 2023 | 18 holders, $1.1bn | 36 holders, $37.8bn |
| Q4 2023 | 17 holders, $1.5bn | 34 holders, $38.4bn |
| Q1 2024 | 16 holders, $1.5bn | 33 holders, $41.0bn |
| Q2 2024 | 19 holders, $1.2bn | 33 holders, $43.4bn |
| Q3 2024 | 17 holders, $1.4bn | 26 holders, $47.9bn |
| Q4 2024 | 13 holders, $1.4bn | 33 holders, $42.2bn |
| Q1 2025 | 18 holders, $1.1bn | 33 holders, $47.1bn |
| Q2 2025 | 17 holders, $1.5bn | 36 holders, $48.4bn |
| Q3 2025 | 10 holders, $1.4bn | 36 holders, $44.4bn |
| Q4 2025 | 7 holders, $935m | 36 holders, $47.5bn |
| Q1 2026 | 8 holders, $929m | 34 holders, $52.4bn |
| Q2 2026 | 7 holders, $872m | 34 holders, $56.1bn |
Clorox Co Del
- Holders
- 13
- Reported value
- $1.4bn
- Buyers
- 11
- Sellers
- 2
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, Balyasny Asset Management LLC, Bridgewater Associates LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Point72 Asset Management LP, Squarepoint Ops LLC
Only KO (23)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, 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.