Holders over time
- KHC
- KO
| Quarter | KHC | KO |
|---|---|---|
| Q3 2020 | 12 holders, $10.7bn | 30 holders, $34.7bn |
| Q4 2020 | 11 holders, $13.2bn | 30 holders, $39.2bn |
| Q1 2021 | 13 holders, $15.6bn | 30 holders, $37.6bn |
| Q2 2021 | 13 holders, $15.9bn | 30 holders, $38.0bn |
| Q3 2021 | 9 holders, $14.0bn | 34 holders, $37.9bn |
| Q4 2021 | 13 holders, $13.6bn | 33 holders, $43.3bn |
| Q1 2022 | 16 holders, $15.3bn | 32 holders, $45.4bn |
| Q2 2022 | 24 holders, $15.6bn | 30 holders, $45.1bn |
| Q3 2022 | 19 holders, $13.2bn | 34 holders, $39.8bn |
| Q4 2022 | 14 holders, $16.2bn | 37 holders, $44.1bn |
| Q1 2023 | 15 holders, $15.3bn | 37 holders, $42.2bn |
| Q2 2023 | 19 holders, $14.1bn | 36 holders, $40.8bn |
| Q3 2023 | 20 holders, $13.6bn | 36 holders, $37.8bn |
| Q4 2023 | 23 holders, $15.1bn | 34 holders, $38.4bn |
| Q1 2024 | 15 holders, $14.7bn | 33 holders, $41.0bn |
| Q2 2024 | 16 holders, $12.3bn | 33 holders, $43.4bn |
| Q3 2024 | 14 holders, $13.4bn | 26 holders, $47.9bn |
| Q4 2024 | 17 holders, $11.4bn | 33 holders, $42.2bn |
| Q1 2025 | 15 holders, $11.2bn | 33 holders, $47.1bn |
| Q2 2025 | 13 holders, $9.5bn | 36 holders, $48.4bn |
| Q3 2025 | 12 holders, $9.4bn | 36 holders, $44.4bn |
| Q4 2025 | 11 holders, $9.6bn | 36 holders, $47.5bn |
| Q1 2026 | 13 holders, $8.8bn | 34 holders, $52.4bn |
| Q2 2026 | 13 holders, $9.2bn | 34 holders, $56.1bn |
Kraft Heinz Co
- Holders
- 13
- Reported value
- $9.5bn
- Buyers
- 7
- Sellers
- 6
Breadth +1 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)
AQR Capital Management LLC, Arrowstreet Capital LP, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, GAMCO Investors Inc, Invesco Ltd, Marshall Wace LLP, Quantbot Technologies LP, Verition Fund Management LLC, Voloridge Investment Management LLC
Only KO (25)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, 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.