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
- 13
- Reported value
- $1.2bn
- Buyers
- 17
- Sellers
- 19
Breadth -2 among 92 comparable managers.
Coca Cola Co
- Holders
- 36
- Reported value
- $47.5bn
- Buyers
- 24
- Sellers
- 21
Breadth +3 among 92 comparable managers.
Who holds both, Q4 2025
Both (8)
Acadian Asset Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Invesco Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Two Sigma Advisers LP, Verition Fund Management LLC
Only CHD (5)
MFS Investment Management, Quantbot Technologies LP, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Two Sigma Investments LP
Only KO (28)
AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, 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, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, 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.