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
- 17
- Reported value
- $1.5bn
- Buyers
- 15
- Sellers
- 4
Breadth +11 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 (12)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Brevan Howard Capital Management LP, Bridgewater Associates LP, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Millennium Management LLC, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only CLX (5)
Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP, Two Sigma Advisers LP, Two Sigma Investments LP
Only KO (24)
AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Janus Henderson Group Ltd, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP, T. Rowe Price Associates Inc, 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.