Holders over time
- HSY
- KO
| Quarter | HSY | KO |
|---|---|---|
| Q3 2020 | 18 holders, $1.6bn | 30 holders, $34.7bn |
| Q4 2020 | 16 holders, $1.8bn | 30 holders, $39.2bn |
| Q1 2021 | 17 holders, $1.7bn | 30 holders, $37.6bn |
| Q2 2021 | 15 holders, $1.9bn | 30 holders, $38.0bn |
| Q3 2021 | 16 holders, $1.9bn | 34 holders, $37.9bn |
| Q4 2021 | 18 holders, $2.2bn | 33 holders, $43.3bn |
| Q1 2022 | 20 holders, $2.4bn | 32 holders, $45.4bn |
| Q2 2022 | 20 holders, $2.8bn | 30 holders, $45.1bn |
| Q3 2022 | 23 holders, $3.0bn | 34 holders, $39.8bn |
| Q4 2022 | 19 holders, $2.8bn | 37 holders, $44.1bn |
| Q1 2023 | 26 holders, $3.4bn | 37 holders, $42.2bn |
| Q2 2023 | 26 holders, $3.3bn | 36 holders, $40.8bn |
| Q3 2023 | 20 holders, $2.4bn | 36 holders, $37.8bn |
| Q4 2023 | 22 holders, $2.0bn | 34 holders, $38.4bn |
| Q1 2024 | 14 holders, $1.5bn | 33 holders, $41.0bn |
| Q2 2024 | 12 holders, $1.0bn | 33 holders, $43.4bn |
| Q3 2024 | 8 holders, $269m | 26 holders, $47.9bn |
| Q4 2024 | 13 holders, $555m | 33 holders, $42.2bn |
| Q1 2025 | 9 holders, $424m | 33 holders, $47.1bn |
| Q2 2025 | 12 holders, $1.1bn | 36 holders, $48.4bn |
| Q3 2025 | 12 holders, $1.5bn | 36 holders, $44.4bn |
| Q4 2025 | 15 holders, $1.2bn | 36 holders, $47.5bn |
| Q1 2026 | 17 holders, $3.0bn | 34 holders, $52.4bn |
| Q2 2026 | 10 holders, $1.6bn | 34 holders, $56.1bn |
Hershey Co
- Holders
- 17
- Reported value
- $3.0bn
- Buyers
- 25
- Sellers
- 16
Breadth +9 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 (13)
Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Squarepoint Ops LLC, Verition Fund Management LLC
Only HSY (4)
Markel Group Inc, Tudor Investment Corp, Two Sigma Investments LP, Voloridge Investment Management LLC
Only KO (21)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Point72 Asset Management LP, Soros Fund Management LLC, T. Rowe Price Associates Inc, 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.