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
- 15
- Reported value
- $1.2bn
- Buyers
- 24
- Sellers
- 15
Breadth +9 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 (9)
Balyasny Asset Management LLC, Capital Research Global Investors, Freestone Grove Partners LP, Hudson Bay Capital Management LP, Marshall Wace LLP, Maverick Capital Ltd, Neuberger Berman Group LLC, Verition Fund Management LLC, Woodline Partners LP
Only HSY (6)
Holocene Advisors LP, Markel Group Inc, MFS Investment Management, Quantbot Technologies LP, Squarepoint Ops LLC, Two Sigma Investments LP
Only KO (27)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Walleye Capital LLC, and 2 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.