Holders over time
- GIS
- KO
| Quarter | GIS | KO |
|---|---|---|
| Q3 2020 | 17 holders, $5.0bn | 30 holders, $34.7bn |
| Q4 2020 | 20 holders, $4.8bn | 30 holders, $39.2bn |
| Q1 2021 | 16 holders, $4.6bn | 30 holders, $37.6bn |
| Q2 2021 | 19 holders, $4.3bn | 30 holders, $38.0bn |
| Q3 2021 | 17 holders, $3.8bn | 34 holders, $37.9bn |
| Q4 2021 | 18 holders, $4.1bn | 33 holders, $43.3bn |
| Q1 2022 | 22 holders, $4.3bn | 32 holders, $45.4bn |
| Q2 2022 | 20 holders, $4.6bn | 30 holders, $45.1bn |
| Q3 2022 | 15 holders, $4.1bn | 34 holders, $39.8bn |
| Q4 2022 | 16 holders, $4.2bn | 37 holders, $44.1bn |
| Q1 2023 | 17 holders, $4.5bn | 37 holders, $42.2bn |
| Q2 2023 | 18 holders, $3.7bn | 36 holders, $40.8bn |
| Q3 2023 | 19 holders, $2.8bn | 36 holders, $37.8bn |
| Q4 2023 | 19 holders, $2.6bn | 34 holders, $38.4bn |
| Q1 2024 | 18 holders, $2.9bn | 33 holders, $41.0bn |
| Q2 2024 | 14 holders, $2.6bn | 33 holders, $43.4bn |
| Q3 2024 | 16 holders, $3.1bn | 26 holders, $47.9bn |
| Q4 2024 | 15 holders, $2.0bn | 33 holders, $42.2bn |
| Q1 2025 | 15 holders, $1.7bn | 33 holders, $47.1bn |
| Q2 2025 | 15 holders, $1.6bn | 36 holders, $48.4bn |
| Q3 2025 | 16 holders, $1.6bn | 36 holders, $44.4bn |
| Q4 2025 | 17 holders, $2.1bn | 36 holders, $47.5bn |
| Q1 2026 | 11 holders, $1.7bn | 34 holders, $52.4bn |
| Q2 2026 | 8 holders, $1.1bn | 34 holders, $56.1bn |
General Mills Inc
- Holders
- 16
- Reported value
- $1.6bn
- Buyers
- 11
- Sellers
- 4
Breadth +7 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 (12)
Acadian Asset Management LLC, Capital Research Global Investors, Capital World Investors, Dodge & Cox, GAMCO Investors Inc, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Quantbot Technologies LP, Renaissance Technologies LLC, Squarepoint Ops LLC, Voloridge Investment Management LLC
Only GIS (4)
Arrowstreet Capital LP, MFS Investment Management, Two Sigma Advisers LP, Two Sigma Investments LP
Only KO (24)
AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Eisler Capital Management Ltd, Fidelity (FMR LLC), Harris Associates LP, Janus Henderson Group Ltd, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Point72 Asset Management LP, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, T. Rowe Price Associates Inc, Tudor Investment Corp, Verition Fund Management LLC, Wellington Management Group LLP, Woodline Partners LP
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.