Holders over time
- BG
- KO
| Quarter | BG | 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 | none listed holders, n.a. | 36 holders, $40.8bn |
| Q3 2023 | none listed holders, n.a. | 36 holders, $37.8bn |
| Q4 2023 | 13 holders, $3.0bn | 34 holders, $38.4bn |
| Q1 2024 | 14 holders, $2.9bn | 33 holders, $41.0bn |
| Q2 2024 | 12 holders, $2.8bn | 33 holders, $43.4bn |
| Q3 2024 | 11 holders, $2.2bn | 26 holders, $47.9bn |
| Q4 2024 | 11 holders, $1.1bn | 33 holders, $42.2bn |
| Q1 2025 | 12 holders, $1.2bn | 33 holders, $47.1bn |
| Q2 2025 | 11 holders, $1.5bn | 36 holders, $48.4bn |
| Q3 2025 | 8 holders, $1.6bn | 36 holders, $44.4bn |
| Q4 2025 | 9 holders, $1.7bn | 36 holders, $47.5bn |
| Q1 2026 | 17 holders, $3.5bn | 34 holders, $52.4bn |
| Q2 2026 | 12 holders, $2.5bn | 34 holders, $56.1bn |
Bunge Global SA
- Holders
- 8
- Reported value
- $1.6bn
- Buyers
- 6
- Sellers
- 3
Breadth +3 among 95 comparable managers.
Coca Cola Co
- Holders
- 36
- Reported value
- $44.4bn
- Buyers
- 19
- Sellers
- 16
Breadth +3 among 95 comparable managers.
Who holds both, Q3 2025
Both (6)
Capital World Investors, GAMCO Investors Inc, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Verition Fund Management LLC
Only BG (2)
Only KO (30)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Moore Capital Management LP, Point72 Asset Management LP, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 5 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.