Holders over time
- SYY
- KO
| Quarter | SYY | KO |
|---|---|---|
| Q3 2020 | 14 holders, $5.9bn | 30 holders, $34.7bn |
| Q4 2020 | 20 holders, $6.7bn | 30 holders, $39.2bn |
| Q1 2021 | 19 holders, $7.3bn | 30 holders, $37.6bn |
| Q2 2021 | 24 holders, $7.0bn | 30 holders, $38.0bn |
| Q3 2021 | 17 holders, $6.2bn | 34 holders, $37.9bn |
| Q4 2021 | 12 holders, $5.9bn | 33 holders, $43.3bn |
| Q1 2022 | 14 holders, $6.6bn | 32 holders, $45.4bn |
| Q2 2022 | 13 holders, $6.7bn | 30 holders, $45.1bn |
| Q3 2022 | 20 holders, $5.4bn | 34 holders, $39.8bn |
| Q4 2022 | 20 holders, $5.0bn | 37 holders, $44.1bn |
| Q1 2023 | 15 holders, $5.0bn | 37 holders, $42.2bn |
| Q2 2023 | 18 holders, $4.4bn | 36 holders, $40.8bn |
| Q3 2023 | 19 holders, $3.9bn | 36 holders, $37.8bn |
| Q4 2023 | 18 holders, $4.8bn | 34 holders, $38.4bn |
| Q1 2024 | 22 holders, $5.6bn | 33 holders, $41.0bn |
| Q2 2024 | 15 holders, $4.2bn | 33 holders, $43.4bn |
| Q3 2024 | 15 holders, $4.5bn | 26 holders, $47.9bn |
| Q4 2024 | 15 holders, $4.7bn | 33 holders, $42.2bn |
| Q1 2025 | 18 holders, $4.3bn | 33 holders, $47.1bn |
| Q2 2025 | 15 holders, $4.4bn | 36 holders, $48.4bn |
| Q3 2025 | 14 holders, $4.8bn | 36 holders, $44.4bn |
| Q4 2025 | 18 holders, $4.1bn | 36 holders, $47.5bn |
| Q1 2026 | 18 holders, $3.5bn | 34 holders, $52.4bn |
| Q2 2026 | 24 holders, $4.6bn | 34 holders, $56.1bn |
Sysco Corp
- Holders
- 18
- Reported value
- $4.1bn
- Buyers
- 18
- Sellers
- 17
Breadth +1 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 (12)
Arrowstreet Capital LP, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Millennium Management LLC, Point72 Asset Management LP, Renaissance Technologies LLC, Wellington Management Group LLP
Only SYY (6)
Brevan Howard Capital Management LP, Harris Associates LP, Markel Group Inc, MFS Investment Management, PDT Partners LLC, Schonfeld Strategic Advisors LLC
Only KO (24)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, 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), Freestone Grove Partners LP, GAMCO Investors Inc, Janus Henderson Group Ltd, Maverick Capital Ltd, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Two Sigma Advisers LP, Verition Fund Management LLC, Walleye Capital LLC, Winton Group Ltd, Woodline Partners LP
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.