Holders over time
- ECL
- KO
| Quarter | ECL | KO |
|---|---|---|
| Q3 2020 | 21 holders, $2.4bn | 30 holders, $34.7bn |
| Q4 2020 | 13 holders, $2.4bn | 30 holders, $39.2bn |
| Q1 2021 | 15 holders, $2.4bn | 30 holders, $37.6bn |
| Q2 2021 | 21 holders, $2.8bn | 30 holders, $38.0bn |
| Q3 2021 | 14 holders, $2.7bn | 34 holders, $37.9bn |
| Q4 2021 | 15 holders, $3.5bn | 33 holders, $43.3bn |
| Q1 2022 | 18 holders, $3.3bn | 32 holders, $45.4bn |
| Q2 2022 | 17 holders, $2.9bn | 30 holders, $45.1bn |
| Q3 2022 | 16 holders, $2.6bn | 34 holders, $39.8bn |
| Q4 2022 | 18 holders, $3.0bn | 37 holders, $44.1bn |
| Q1 2023 | 18 holders, $3.5bn | 37 holders, $42.2bn |
| Q2 2023 | 18 holders, $3.5bn | 36 holders, $40.8bn |
| Q3 2023 | 17 holders, $2.9bn | 36 holders, $37.8bn |
| Q4 2023 | 17 holders, $2.9bn | 34 holders, $38.4bn |
| Q1 2024 | 22 holders, $4.2bn | 33 holders, $41.0bn |
| Q2 2024 | 20 holders, $4.7bn | 33 holders, $43.4bn |
| Q3 2024 | 24 holders, $4.9bn | 26 holders, $47.9bn |
| Q4 2024 | 23 holders, $4.4bn | 33 holders, $42.2bn |
| Q1 2025 | 29 holders, $4.9bn | 33 holders, $47.1bn |
| Q2 2025 | 25 holders, $5.1bn | 36 holders, $48.4bn |
| Q3 2025 | 25 holders, $5.0bn | 36 holders, $44.4bn |
| Q4 2025 | 23 holders, $4.6bn | 36 holders, $47.5bn |
| Q1 2026 | 24 holders, $4.5bn | 34 holders, $52.4bn |
| Q2 2026 | 23 holders, $4.1bn | 34 holders, $56.1bn |
Ecolab Inc
- Holders
- 24
- Reported value
- $4.5bn
- Buyers
- 20
- Sellers
- 23
Breadth -3 among 91 comparable managers.
Coca Cola Co
- Holders
- 34
- Reported value
- $52.4bn
- Buyers
- 18
- Sellers
- 22
Breadth -4 among 91 comparable managers.
Who holds both, Q1 2026
Both (15)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, GAMCO Investors Inc, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc
Only ECL (9)
Arrowstreet Capital LP, Caxton Associates LLP, First Eagle Investment Management LLC, Freestone Grove Partners LP, Markel Group Inc, Quantbot Technologies LP, Renaissance Technologies LLC, Two Sigma Investments LP, Voloridge Investment Management LLC
Only KO (19)
Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Point72 Asset Management LP, Soros Fund Management LLC, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP, 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.