Holders over time
- KO
- PM
| Quarter | KO | PM |
|---|---|---|
| Q3 2020 | 30 holders, $34.7bn | 25 holders, $19.7bn |
| Q4 2020 | 30 holders, $39.2bn | 25 holders, $21.5bn |
| Q1 2021 | 30 holders, $37.6bn | 27 holders, $22.1bn |
| Q2 2021 | 30 holders, $38.0bn | 20 holders, $23.2bn |
| Q3 2021 | 34 holders, $37.9bn | 25 holders, $22.8bn |
| Q4 2021 | 33 holders, $43.3bn | 26 holders, $22.3bn |
| Q1 2022 | 32 holders, $45.4bn | 29 holders, $23.2bn |
| Q2 2022 | 30 holders, $45.1bn | 28 holders, $25.8bn |
| Q3 2022 | 34 holders, $39.8bn | 33 holders, $22.2bn |
| Q4 2022 | 37 holders, $44.1bn | 26 holders, $27.0bn |
| Q1 2023 | 37 holders, $42.2bn | 36 holders, $27.6bn |
| Q2 2023 | 36 holders, $40.8bn | 29 holders, $28.9bn |
| Q3 2023 | 36 holders, $37.8bn | 32 holders, $28.5bn |
| Q4 2023 | 34 holders, $38.4bn | 34 holders, $28.8bn |
| Q1 2024 | 33 holders, $41.0bn | 36 holders, $28.4bn |
| Q2 2024 | 33 holders, $43.4bn | 31 holders, $31.4bn |
| Q3 2024 | 26 holders, $47.9bn | 39 holders, $38.2bn |
| Q4 2024 | 33 holders, $42.2bn | 40 holders, $36.6bn |
| Q1 2025 | 33 holders, $47.1bn | 44 holders, $49.1bn |
| Q2 2025 | 36 holders, $48.4bn | 44 holders, $54.3bn |
| Q3 2025 | 36 holders, $44.4bn | 36 holders, $49.3bn |
| Q4 2025 | 36 holders, $47.5bn | 26 holders, $50.5bn |
| Q1 2026 | 34 holders, $52.4bn | 25 holders, $57.3bn |
| Q2 2026 | 34 holders, $56.1bn | 27 holders, $63.8bn |
Coca Cola Co
- Holders
- 36
- Reported value
- $47.5bn
- Buyers
- 24
- Sellers
- 21
Breadth +3 among 92 comparable managers.
Philip Morris Intl Inc
- Holders
- 26
- Reported value
- $50.5bn
- Buyers
- 20
- Sellers
- 24
Breadth -4 among 92 comparable managers.
Who holds both, Q4 2025
Both (20)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, Fidelity (FMR LLC), Freestone Grove Partners LP, Invesco Ltd, Janus Henderson Group Ltd, Maverick Capital Ltd, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, Woodline Partners LP
Only KO (16)
Balyasny Asset Management LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, ExodusPoint Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, Point72 Asset Management LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Verition Fund Management LLC, Winton Group Ltd
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.