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SJM · 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.

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.
  • SJM
  • KO
010203040202120222023202420252026
Holders and value by quarter
QuarterSJMKO
Q3 202010 holders, $1.1bn30 holders, $34.7bn
Q4 202011 holders, $1.0bn30 holders, $39.2bn
Q1 202115 holders, $1.2bn30 holders, $37.6bn
Q2 202112 holders, $1.1bn30 holders, $38.0bn
Q3 20219 holders, $917m34 holders, $37.9bn
Q4 202111 holders, $863m33 holders, $43.3bn
Q1 20229 holders, $846m32 holders, $45.4bn
Q2 202216 holders, $953m30 holders, $45.1bn
Q3 202218 holders, $1.0bn34 holders, $39.8bn
Q4 202218 holders, $1.3bn37 holders, $44.1bn
Q1 202317 holders, $1.1bn37 holders, $42.2bn
Q2 202314 holders, $1.1bn36 holders, $40.8bn
Q3 202315 holders, $954m36 holders, $37.8bn
Q4 202320 holders, $1.1bn34 holders, $38.4bn
Q1 202415 holders, $791m33 holders, $41.0bn
Q2 202415 holders, $806m33 holders, $43.4bn
Q3 202413 holders, $437m26 holders, $47.9bn
Q4 202413 holders, $915m33 holders, $42.2bn
Q1 202512 holders, $1.6bn33 holders, $47.1bn
Q2 202514 holders, $1.2bn36 holders, $48.4bn
Q3 202514 holders, $1.3bn36 holders, $44.4bn
Q4 202516 holders, $1.2bn36 holders, $47.5bn
Q1 202612 holders, $781m34 holders, $52.4bn
Q2 202614 holders, $982m34 holders, $56.1bn
SJM

Smucker J M Co

Holders
12
Reported value
$1.6bn
Buyers
8
Sellers
6

Breadth +2 among 95 comparable managers.

KO

Coca Cola Co

Holders
33
Reported value
$47.1bn
Buyers
14
Sellers
18

Breadth -4 among 95 comparable managers.

Who holds both, Q1 2025

Among the 38 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

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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