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
- 18
- Reported value
- $1.1bn
- Buyers
- 11
- Sellers
- 7
Breadth +4 among 95 comparable managers.
Coca Cola Co
- Holders
- 33
- Reported value
- $47.1bn
- Buyers
- 14
- Sellers
- 18
Breadth -4 among 95 comparable managers.
Who holds both, Q1 2025
Both (11)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, D. E. Shaw & Co., ExodusPoint Capital Management LP, Man Group PLC, Millennium Management LLC, Point72 Asset Management LP, Squarepoint Ops LLC
Only CLX (7)
Balyasny Asset Management LLC, Caxton Associates LLP, Holocene Advisors LP, Marshall Wace LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Tudor Investment Corp
Only KO (22)
AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Davidson Kempner Capital Management LP, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management 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.