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CVS · 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.

CVSKO
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.
  • CVS
  • KO
010203040202120222023202420252026
Holders and value by quarter
QuarterCVSKO
Q3 202029 holders, $8.9bn30 holders, $34.7bn
Q4 202022 holders, $9.8bn30 holders, $39.2bn
Q1 202128 holders, $10.3bn30 holders, $37.6bn
Q2 202124 holders, $11.8bn30 holders, $38.0bn
Q3 202128 holders, $11.9bn34 holders, $37.9bn
Q4 202128 holders, $14.7bn33 holders, $43.3bn
Q1 202225 holders, $14.4bn32 holders, $45.4bn
Q2 202230 holders, $13.5bn30 holders, $45.1bn
Q3 202228 holders, $13.9bn34 holders, $39.8bn
Q4 202230 holders, $12.6bn37 holders, $44.1bn
Q1 202336 holders, $9.6bn37 holders, $42.2bn
Q2 202333 holders, $9.8bn36 holders, $40.8bn
Q3 202333 holders, $11.7bn36 holders, $37.8bn
Q4 202332 holders, $14.2bn34 holders, $38.4bn
Q1 202421 holders, $14.3bn33 holders, $41.0bn
Q2 202424 holders, $14.2bn33 holders, $43.4bn
Q3 202431 holders, $14.2bn26 holders, $47.9bn
Q4 202432 holders, $11.0bn33 holders, $42.2bn
Q1 202529 holders, $19.1bn33 holders, $47.1bn
Q2 202531 holders, $19.6bn36 holders, $48.4bn
Q3 202528 holders, $21.9bn36 holders, $44.4bn
Q4 202529 holders, $22.8bn36 holders, $47.5bn
Q1 202632 holders, $21.1bn34 holders, $52.4bn
Q2 202631 holders, $30.8bn34 holders, $56.1bn
CVS

CVS Health Corp

Holders
29
Reported value
$19.1bn
Buyers
20
Sellers
10

Breadth +10 among 95 comparable managers.

Consumer staples
KO

Coca Cola Co

Holders
33
Reported value
$47.1bn
Buyers
14
Sellers
18

Breadth -4 among 95 comparable managers.

Consumer staples

Who holds both, Q1 2025

Among the 42 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only CVS (9)

Balyasny Asset Management LLC, Citadel Advisors LLC, Freestone Grove Partners LP, Glenview Capital Management LLC, Harris Associates LP, Holocene Advisors LP, Marshall Wace LLP, Sachem Head Capital Management LP, Susquehanna International Group LLP

Only KO (13)

Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, D. E. Shaw & Co., Davidson Kempner Capital Management LP, Hudson Bay Capital Management LP, Man Group PLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Two Sigma Advisers LP, Wellington Management Group LLP

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.

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