Holders over time
- HSY
- KO
| Quarter | HSY | KO |
|---|---|---|
| Q3 2020 | 18 holders, $1.6bn | 30 holders, $34.7bn |
| Q4 2020 | 16 holders, $1.8bn | 30 holders, $39.2bn |
| Q1 2021 | 17 holders, $1.7bn | 30 holders, $37.6bn |
| Q2 2021 | 15 holders, $1.9bn | 30 holders, $38.0bn |
| Q3 2021 | 16 holders, $1.9bn | 34 holders, $37.9bn |
| Q4 2021 | 18 holders, $2.2bn | 33 holders, $43.3bn |
| Q1 2022 | 20 holders, $2.4bn | 32 holders, $45.4bn |
| Q2 2022 | 20 holders, $2.8bn | 30 holders, $45.1bn |
| Q3 2022 | 23 holders, $3.0bn | 34 holders, $39.8bn |
| Q4 2022 | 19 holders, $2.8bn | 37 holders, $44.1bn |
| Q1 2023 | 26 holders, $3.4bn | 37 holders, $42.2bn |
| Q2 2023 | 26 holders, $3.3bn | 36 holders, $40.8bn |
| Q3 2023 | 20 holders, $2.4bn | 36 holders, $37.8bn |
| Q4 2023 | 22 holders, $2.0bn | 34 holders, $38.4bn |
| Q1 2024 | 14 holders, $1.5bn | 33 holders, $41.0bn |
| Q2 2024 | 12 holders, $1.0bn | 33 holders, $43.4bn |
| Q3 2024 | 8 holders, $269m | 26 holders, $47.9bn |
| Q4 2024 | 13 holders, $555m | 33 holders, $42.2bn |
| Q1 2025 | 9 holders, $424m | 33 holders, $47.1bn |
| Q2 2025 | 12 holders, $1.1bn | 36 holders, $48.4bn |
| Q3 2025 | 12 holders, $1.5bn | 36 holders, $44.4bn |
| Q4 2025 | 15 holders, $1.2bn | 36 holders, $47.5bn |
| Q1 2026 | 17 holders, $3.0bn | 34 holders, $52.4bn |
| Q2 2026 | 10 holders, $1.6bn | 34 holders, $56.1bn |
Hershey Co
- Holders
- 12
- Reported value
- $1.5bn
- Buyers
- 6
- Sellers
- 6
Breadth 0 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 (5)
Balyasny Asset Management LLC, Capital Research Global Investors, Citadel Advisors LLC, Marshall Wace LLP, Point72 Asset Management LP
Only HSY (7)
ExodusPoint Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Markel Group Inc, MFS Investment Management, Millennium Management LLC, Winton Group Ltd
Only KO (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Eisler Capital Management Ltd, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, and 6 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.