Holders over time
- CPB
- KO
| Quarter | CPB | KO |
|---|---|---|
| Q3 2020 | 11 holders, $1.2bn | 30 holders, $34.7bn |
| Q4 2020 | 11 holders, $1.1bn | 30 holders, $39.2bn |
| Q1 2021 | 9 holders, $1.1bn | 30 holders, $37.6bn |
| Q2 2021 | 9 holders, $1.2bn | 30 holders, $38.0bn |
| Q3 2021 | 10 holders, $1.0bn | 34 holders, $37.9bn |
| Q4 2021 | 9 holders, $959m | 33 holders, $43.3bn |
| Q1 2022 | 10 holders, $797m | 32 holders, $45.4bn |
| Q2 2022 | 13 holders, $878m | 30 holders, $45.1bn |
| Q3 2022 | 14 holders, $837m | 34 holders, $39.8bn |
| Q4 2022 | 14 holders, $878m | 37 holders, $44.1bn |
| Q1 2023 | 12 holders, $683m | 37 holders, $42.2bn |
| Q2 2023 | 11 holders, $633m | 36 holders, $40.8bn |
| Q3 2023 | 9 holders, $588m | 36 holders, $37.8bn |
| Q4 2023 | 10 holders, $438m | 34 holders, $38.4bn |
| Q1 2024 | 9 holders, $421m | 33 holders, $41.0bn |
| Q2 2024 | 11 holders, $632m | 33 holders, $43.4bn |
| Q3 2024 | 9 holders, $284m | 26 holders, $47.9bn |
| Q4 2024 | 10 holders, $449m | 33 holders, $42.2bn |
| Q1 2025 | 8 holders, $254m | 33 holders, $47.1bn |
| Q2 2025 | 14 holders, $514m | 36 holders, $48.4bn |
| Q3 2025 | 15 holders, $762m | 36 holders, $44.4bn |
| Q4 2025 | 9 holders, $585m | 36 holders, $47.5bn |
| Q1 2026 | 3 holders, $244m | 34 holders, $52.4bn |
| Q2 2026 | 5 holders, $252m | 34 holders, $56.1bn |
Campbell Soup Co
- Holders
- 15
- Reported value
- $762m
- Buyers
- 9
- Sellers
- 6
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 (8)
GAMCO Investors Inc, Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Voloridge Investment Management LLC
Only CPB (7)
Arrowstreet Capital LP, Brevan Howard Capital Management LP, ExodusPoint Capital Management LP, 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, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World 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, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management 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.