Holders over time
- LW
- KO
| Quarter | LW | KO |
|---|---|---|
| Q3 2020 | 15 holders, $1.6bn | 30 holders, $34.7bn |
| Q4 2020 | 11 holders, $1.5bn | 30 holders, $39.2bn |
| Q1 2021 | 11 holders, $1.4bn | 30 holders, $37.6bn |
| Q2 2021 | 11 holders, $1.2bn | 30 holders, $38.0bn |
| Q3 2021 | 10 holders, $587m | 34 holders, $37.9bn |
| Q4 2021 | 10 holders, $1.3bn | 33 holders, $43.3bn |
| Q1 2022 | 8 holders, $1.0bn | 32 holders, $45.4bn |
| Q2 2022 | 13 holders, $1.1bn | 30 holders, $45.1bn |
| Q3 2022 | 19 holders, $891m | 34 holders, $39.8bn |
| Q4 2022 | 23 holders, $1.2bn | 37 holders, $44.1bn |
| Q1 2023 | 21 holders, $1.5bn | 37 holders, $42.2bn |
| Q2 2023 | 19 holders, $1.7bn | 36 holders, $40.8bn |
| Q3 2023 | 18 holders, $1.5bn | 36 holders, $37.8bn |
| Q4 2023 | 18 holders, $2.4bn | 34 holders, $38.4bn |
| Q1 2024 | 11 holders, $1.9bn | 33 holders, $41.0bn |
| Q2 2024 | 8 holders, $1.8bn | 33 holders, $43.4bn |
| Q3 2024 | 9 holders, $1.3bn | 26 holders, $47.9bn |
| Q4 2024 | 13 holders, $1.9bn | 33 holders, $42.2bn |
| Q1 2025 | 14 holders, $1.0bn | 33 holders, $47.1bn |
| Q2 2025 | 11 holders, $1.0bn | 36 holders, $48.4bn |
| Q3 2025 | 12 holders, $1.3bn | 36 holders, $44.4bn |
| Q4 2025 | 4 holders, $782m | 36 holders, $47.5bn |
| Q1 2026 | 7 holders, $943m | 34 holders, $52.4bn |
| Q2 2026 | 7 holders, $1.1bn | 34 holders, $56.1bn |
Lamb Weston HLDGS Inc
- Holders
- 12
- Reported value
- $1.3bn
- Buyers
- 9
- Sellers
- 4
Breadth +5 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)
Bridgewater Associates LP, Capital Research Global Investors, Point72 Asset Management LP, Quantbot Technologies LP, T. Rowe Price Associates Inc
Only LW (7)
Arrowstreet Capital LP, Brevan Howard Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Jana Partners, Millennium Management LLC, Two Sigma Investments LP
Only KO (31)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Capital World Investors, Citadel Advisors LLC, 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, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, Polen Capital Management LLC, Renaissance Technologies LLC, Schonfeld Strategic Advisors 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.