Holders over time
- CHD
- KO
| Quarter | CHD | KO |
|---|---|---|
| Q3 2020 | 18 holders, $1.6bn | 30 holders, $34.7bn |
| Q4 2020 | 17 holders, $1.4bn | 30 holders, $39.2bn |
| Q1 2021 | 17 holders, $1.3bn | 30 holders, $37.6bn |
| Q2 2021 | 16 holders, $1.1bn | 30 holders, $38.0bn |
| Q3 2021 | 12 holders, $1.0bn | 34 holders, $37.9bn |
| Q4 2021 | 13 holders, $1.6bn | 33 holders, $43.3bn |
| Q1 2022 | 17 holders, $1.6bn | 32 holders, $45.4bn |
| Q2 2022 | 16 holders, $1.5bn | 30 holders, $45.1bn |
| Q3 2022 | 22 holders, $1.6bn | 34 holders, $39.8bn |
| Q4 2022 | 17 holders, $1.7bn | 37 holders, $44.1bn |
| Q1 2023 | 15 holders, $1.8bn | 37 holders, $42.2bn |
| Q2 2023 | 24 holders, $2.3bn | 36 holders, $40.8bn |
| Q3 2023 | 19 holders, $1.8bn | 36 holders, $37.8bn |
| Q4 2023 | 11 holders, $1.6bn | 34 holders, $38.4bn |
| Q1 2024 | 13 holders, $1.8bn | 33 holders, $41.0bn |
| Q2 2024 | 15 holders, $2.3bn | 33 holders, $43.4bn |
| Q3 2024 | 18 holders, $2.1bn | 26 holders, $47.9bn |
| Q4 2024 | 12 holders, $1.7bn | 33 holders, $42.2bn |
| Q1 2025 | 12 holders, $1.7bn | 33 holders, $47.1bn |
| Q2 2025 | 14 holders, $1.9bn | 36 holders, $48.4bn |
| Q3 2025 | 14 holders, $1.4bn | 36 holders, $44.4bn |
| Q4 2025 | 13 holders, $1.2bn | 36 holders, $47.5bn |
| Q1 2026 | 12 holders, $1.2bn | 34 holders, $52.4bn |
| Q2 2026 | 11 holders, $1.3bn | 34 holders, $56.1bn |
Church & Dwight Co Inc
- Holders
- 14
- Reported value
- $1.4bn
- Buyers
- 8
- Sellers
- 7
Breadth +1 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 (10)
Acadian Asset Management LLC, AQR Capital Management LLC, Balyasny Asset Management LLC, Citadel Advisors LLC, GAMCO Investors Inc, Invesco Ltd, Maverick Capital Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, Quantbot Technologies LP
Only CHD (4)
ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, MFS Investment Management
Only KO (26)
AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), Harris Associates LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Voloridge Investment Management LLC, Wellington Management Group LLP, and 1 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.