Holders over time
- GIS
- KO
| Quarter | GIS | KO |
|---|---|---|
| Q3 2020 | 17 holders, $5.0bn | 30 holders, $34.7bn |
| Q4 2020 | 20 holders, $4.8bn | 30 holders, $39.2bn |
| Q1 2021 | 16 holders, $4.6bn | 30 holders, $37.6bn |
| Q2 2021 | 19 holders, $4.3bn | 30 holders, $38.0bn |
| Q3 2021 | 17 holders, $3.8bn | 34 holders, $37.9bn |
| Q4 2021 | 18 holders, $4.1bn | 33 holders, $43.3bn |
| Q1 2022 | 22 holders, $4.3bn | 32 holders, $45.4bn |
| Q2 2022 | 20 holders, $4.6bn | 30 holders, $45.1bn |
| Q3 2022 | 15 holders, $4.1bn | 34 holders, $39.8bn |
| Q4 2022 | 16 holders, $4.2bn | 37 holders, $44.1bn |
| Q1 2023 | 17 holders, $4.5bn | 37 holders, $42.2bn |
| Q2 2023 | 18 holders, $3.7bn | 36 holders, $40.8bn |
| Q3 2023 | 19 holders, $2.8bn | 36 holders, $37.8bn |
| Q4 2023 | 19 holders, $2.6bn | 34 holders, $38.4bn |
| Q1 2024 | 18 holders, $2.9bn | 33 holders, $41.0bn |
| Q2 2024 | 14 holders, $2.6bn | 33 holders, $43.4bn |
| Q3 2024 | 16 holders, $3.1bn | 26 holders, $47.9bn |
| Q4 2024 | 15 holders, $2.0bn | 33 holders, $42.2bn |
| Q1 2025 | 15 holders, $1.7bn | 33 holders, $47.1bn |
| Q2 2025 | 15 holders, $1.6bn | 36 holders, $48.4bn |
| Q3 2025 | 16 holders, $1.6bn | 36 holders, $44.4bn |
| Q4 2025 | 17 holders, $2.1bn | 36 holders, $47.5bn |
| Q1 2026 | 11 holders, $1.7bn | 34 holders, $52.4bn |
| Q2 2026 | 8 holders, $1.1bn | 34 holders, $56.1bn |
General Mills Inc
- Holders
- 11
- Reported value
- $1.7bn
- Buyers
- 16
- Sellers
- 20
Breadth -4 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 (7)
Acadian Asset Management LLC, AQR Capital Management LLC, Capital World Investors, Dodge & Cox, GAMCO Investors Inc, Invesco Ltd, Wellington Management Group LLP
Only GIS (4)
Arrowstreet Capital LP, MFS Investment Management, Two Sigma Investments LP, Voloridge Investment Management LLC
Only KO (27)
AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital Research Global Investors, Citadel Advisors LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, 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.