Holders over time
- SYY
- KO
| Quarter | SYY | KO |
|---|---|---|
| Q3 2020 | 14 holders, $5.9bn | 30 holders, $34.7bn |
| Q4 2020 | 20 holders, $6.7bn | 30 holders, $39.2bn |
| Q1 2021 | 19 holders, $7.3bn | 30 holders, $37.6bn |
| Q2 2021 | 24 holders, $7.0bn | 30 holders, $38.0bn |
| Q3 2021 | 17 holders, $6.2bn | 34 holders, $37.9bn |
| Q4 2021 | 12 holders, $5.9bn | 33 holders, $43.3bn |
| Q1 2022 | 14 holders, $6.6bn | 32 holders, $45.4bn |
| Q2 2022 | 13 holders, $6.7bn | 30 holders, $45.1bn |
| Q3 2022 | 20 holders, $5.4bn | 34 holders, $39.8bn |
| Q4 2022 | 20 holders, $5.0bn | 37 holders, $44.1bn |
| Q1 2023 | 15 holders, $5.0bn | 37 holders, $42.2bn |
| Q2 2023 | 18 holders, $4.4bn | 36 holders, $40.8bn |
| Q3 2023 | 19 holders, $3.9bn | 36 holders, $37.8bn |
| Q4 2023 | 18 holders, $4.8bn | 34 holders, $38.4bn |
| Q1 2024 | 22 holders, $5.6bn | 33 holders, $41.0bn |
| Q2 2024 | 15 holders, $4.2bn | 33 holders, $43.4bn |
| Q3 2024 | 15 holders, $4.5bn | 26 holders, $47.9bn |
| Q4 2024 | 15 holders, $4.7bn | 33 holders, $42.2bn |
| Q1 2025 | 18 holders, $4.3bn | 33 holders, $47.1bn |
| Q2 2025 | 15 holders, $4.4bn | 36 holders, $48.4bn |
| Q3 2025 | 14 holders, $4.8bn | 36 holders, $44.4bn |
| Q4 2025 | 18 holders, $4.1bn | 36 holders, $47.5bn |
| Q1 2026 | 18 holders, $3.5bn | 34 holders, $52.4bn |
| Q2 2026 | 24 holders, $4.6bn | 34 holders, $56.1bn |
Sysco Corp
- Holders
- 15
- Reported value
- $4.4bn
- Buyers
- 11
- Sellers
- 4
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 (11)
Arrowstreet Capital LP, Artisan Partners LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Marshall Wace LLP, Verition Fund Management LLC, Woodline Partners LP
Only SYY (4)
Harris Associates LP, Markel Group Inc, MFS Investment Management, Schonfeld Strategic Advisors LLC
Only KO (25)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, 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
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.