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
- 14
- Reported value
- $1.9bn
- Buyers
- 9
- Sellers
- 6
Breadth +3 among 95 comparable managers.
Coca Cola Co
- Holders
- 36
- Reported value
- $48.4bn
- Buyers
- 19
- Sellers
- 17
Breadth +2 among 95 comparable managers.
Who holds both, Q2 2025
Both (11)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Neuberger Berman Group LLC, Verition Fund Management LLC
Only CHD (3)
Freestone Grove Partners LP, MFS Investment Management, Schonfeld Strategic Advisors LLC
Only KO (25)
AllianceBernstein LP, 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, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Quantbot Technologies LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Voloridge Investment 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.