Holders over time
- KVUE
- KO
| Quarter | KVUE | KO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 30 holders, $34.7bn |
| Q4 2020 | none listed holders, n.a. | 30 holders, $39.2bn |
| Q1 2021 | none listed holders, n.a. | 30 holders, $37.6bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $38.0bn |
| Q3 2021 | none listed holders, n.a. | 34 holders, $37.9bn |
| Q4 2021 | none listed holders, n.a. | 33 holders, $43.3bn |
| Q1 2022 | none listed holders, n.a. | 32 holders, $45.4bn |
| Q2 2022 | none listed holders, n.a. | 30 holders, $45.1bn |
| Q3 2022 | none listed holders, n.a. | 34 holders, $39.8bn |
| Q4 2022 | none listed holders, n.a. | 37 holders, $44.1bn |
| Q1 2023 | none listed holders, n.a. | 37 holders, $42.2bn |
| Q2 2023 | 20 holders, $2.6bn | 36 holders, $40.8bn |
| Q3 2023 | 27 holders, $9.6bn | 36 holders, $37.8bn |
| Q4 2023 | 21 holders, $9.8bn | 34 holders, $38.4bn |
| Q1 2024 | 18 holders, $10.3bn | 33 holders, $41.0bn |
| Q2 2024 | 17 holders, $10.1bn | 33 holders, $43.4bn |
| Q3 2024 | 14 holders, $14.3bn | 26 holders, $47.9bn |
| Q4 2024 | 12 holders, $13.4bn | 33 holders, $42.2bn |
| Q1 2025 | 19 holders, $14.5bn | 33 holders, $47.1bn |
| Q2 2025 | 21 holders, $11.0bn | 36 holders, $48.4bn |
| Q3 2025 | 22 holders, $7.5bn | 36 holders, $44.4bn |
| Q4 2025 | 24 holders, $6.1bn | 36 holders, $47.5bn |
| Q1 2026 | 26 holders, $6.8bn | 34 holders, $52.4bn |
| Q2 2026 | 26 holders, $7.4bn | 34 holders, $56.1bn |
Kenvue Inc
- Holders
- 21
- Reported value
- $11.0bn
- Buyers
- 9
- Sellers
- 12
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 (12)
AllianceBernstein LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Fidelity (FMR LLC), Invesco Ltd, Quantbot Technologies LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Wellington Management Group LLP
Only KVUE (9)
Davidson Kempner Capital Management LP, Freestone Grove Partners LP, Harris Associates LP, Holocene Advisors LP, Maverick Capital Ltd, MFS Investment Management, Sachem Head Capital Management LP, Starboard Value LP, Third Point LLC
Only KO (24)
Acadian Asset Management LLC, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Squarepoint Ops LLC, Tudor Investment Corp, Voloridge Investment Management LLC, 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.