Holders over time
- MKC
- KO
| Quarter | MKC | KO |
|---|---|---|
| Q3 2020 | 16 holders, $944m | 30 holders, $34.7bn |
| Q4 2020 | 16 holders, $889m | 30 holders, $39.2bn |
| Q1 2021 | 19 holders, $960m | 30 holders, $37.6bn |
| Q2 2021 | 15 holders, $614m | 30 holders, $38.0bn |
| Q3 2021 | 8 holders, $437m | 34 holders, $37.9bn |
| Q4 2021 | 10 holders, $884m | 33 holders, $43.3bn |
| Q1 2022 | 8 holders, $848m | 32 holders, $45.4bn |
| Q2 2022 | 12 holders, $778m | 30 holders, $45.1bn |
| Q3 2022 | 12 holders, $838m | 34 holders, $39.8bn |
| Q4 2022 | 11 holders, $1.0bn | 37 holders, $44.1bn |
| Q1 2023 | 10 holders, $913m | 37 holders, $42.2bn |
| Q2 2023 | 9 holders, $734m | 36 holders, $40.8bn |
| Q3 2023 | 11 holders, $692m | 36 holders, $37.8bn |
| Q4 2023 | 14 holders, $675m | 34 holders, $38.4bn |
| Q1 2024 | 6 holders, $495m | 33 holders, $41.0bn |
| Q2 2024 | 8 holders, $480m | 33 holders, $43.4bn |
| Q3 2024 | 13 holders, $991m | 26 holders, $47.9bn |
| Q4 2024 | 7 holders, $712m | 33 holders, $42.2bn |
| Q1 2025 | 10 holders, $699m | 33 holders, $47.1bn |
| Q2 2025 | 12 holders, $1.2bn | 36 holders, $48.4bn |
| Q3 2025 | 12 holders, $1.4bn | 36 holders, $44.4bn |
| Q4 2025 | 16 holders, $1.2bn | 36 holders, $47.5bn |
| Q1 2026 | 6 holders, $135m | 34 holders, $52.4bn |
| Q2 2026 | 5 holders, $282m | 34 holders, $56.1bn |
Mccormick & Co Inc
- Holders
- 12
- Reported value
- $1.2bn
- Buyers
- 10
- Sellers
- 3
Breadth +7 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 (8)
Balyasny Asset Management LLC, ExodusPoint Capital Management LP, Invesco Ltd, Millennium Management LLC, Point72 Asset Management LP, Quantbot Technologies LP, Wellington Management Group LLP, Winton Group Ltd
Only MKC (4)
Holocene Advisors LP, MFS Investment Management, Two Sigma Advisers LP, Two Sigma Investments LP
Only KO (28)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, and 3 more
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.