Holders over time
- KVUE
- KO
| Quarter | KVUE | KO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 30 holders, $34.7bn |
| Q4 2020 | none listed holders, n.a. | 30 holders, $39.2bn |
| Q1 2021 | none listed holders, n.a. | 30 holders, $37.6bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $38.0bn |
| Q3 2021 | none listed holders, n.a. | 34 holders, $37.9bn |
| Q4 2021 | none listed holders, n.a. | 33 holders, $43.3bn |
| Q1 2022 | none listed holders, n.a. | 32 holders, $45.4bn |
| Q2 2022 | none listed holders, n.a. | 30 holders, $45.1bn |
| Q3 2022 | none listed holders, n.a. | 34 holders, $39.8bn |
| Q4 2022 | none listed holders, n.a. | 37 holders, $44.1bn |
| Q1 2023 | none listed holders, n.a. | 37 holders, $42.2bn |
| Q2 2023 | 20 holders, $2.6bn | 36 holders, $40.8bn |
| Q3 2023 | 27 holders, $9.6bn | 36 holders, $37.8bn |
| Q4 2023 | 21 holders, $9.8bn | 34 holders, $38.4bn |
| Q1 2024 | 18 holders, $10.3bn | 33 holders, $41.0bn |
| Q2 2024 | 17 holders, $10.1bn | 33 holders, $43.4bn |
| Q3 2024 | 14 holders, $14.3bn | 26 holders, $47.9bn |
| Q4 2024 | 12 holders, $13.4bn | 33 holders, $42.2bn |
| Q1 2025 | 19 holders, $14.5bn | 33 holders, $47.1bn |
| Q2 2025 | 21 holders, $11.0bn | 36 holders, $48.4bn |
| Q3 2025 | 22 holders, $7.5bn | 36 holders, $44.4bn |
| Q4 2025 | 24 holders, $6.1bn | 36 holders, $47.5bn |
| Q1 2026 | 26 holders, $6.8bn | 34 holders, $52.4bn |
| Q2 2026 | 26 holders, $7.4bn | 34 holders, $56.1bn |
Kenvue Inc
- Holders
- 24
- Reported value
- $6.1bn
- Buyers
- 21
- 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 (15)
AllianceBernstein LP, Balyasny Asset Management LLC, Capital Research Global Investors, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Moore Capital Management LP, T. Rowe Price Associates Inc, Verition Fund Management LLC, Woodline Partners LP
Only KVUE (9)
Holocene Advisors LP, MFS Investment Management, Sachem Head Capital Management LP, Soros Fund Management LLC, Squarepoint Ops LLC, Starboard Value LP, Third Point LLC, Tudor Investment Corp, Voloridge Investment Management LLC
Only KO (21)
Acadian Asset Management LLC, 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, Dodge & Cox, Freestone Grove Partners LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Maverick Capital Ltd, Neuberger Berman Group LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Two Sigma Advisers LP, Walleye Capital LLC, Wellington Management Group LLP, 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.