Holders over time
- PG
- KO
| Quarter | PG | KO |
|---|---|---|
| Q3 2020 | 39 holders, $27.6bn | 30 holders, $34.7bn |
| Q4 2020 | 37 holders, $26.5bn | 30 holders, $39.2bn |
| Q1 2021 | 28 holders, $23.9bn | 30 holders, $37.6bn |
| Q2 2021 | 38 holders, $22.7bn | 30 holders, $38.0bn |
| Q3 2021 | 34 holders, $22.6bn | 34 holders, $37.9bn |
| Q4 2021 | 33 holders, $24.1bn | 33 holders, $43.3bn |
| Q1 2022 | 39 holders, $24.6bn | 32 holders, $45.4bn |
| Q2 2022 | 36 holders, $22.2bn | 30 holders, $45.1bn |
| Q3 2022 | 35 holders, $18.2bn | 34 holders, $39.8bn |
| Q4 2022 | 39 holders, $21.8bn | 37 holders, $44.1bn |
| Q1 2023 | 36 holders, $22.3bn | 37 holders, $42.2bn |
| Q2 2023 | 36 holders, $23.5bn | 36 holders, $40.8bn |
| Q3 2023 | 36 holders, $22.6bn | 36 holders, $37.8bn |
| Q4 2023 | 31 holders, $20.8bn | 34 holders, $38.4bn |
| Q1 2024 | 32 holders, $22.7bn | 33 holders, $41.0bn |
| Q2 2024 | 27 holders, $22.7bn | 33 holders, $43.4bn |
| Q3 2024 | 27 holders, $22.2bn | 26 holders, $47.9bn |
| Q4 2024 | 27 holders, $19.3bn | 33 holders, $42.2bn |
| Q1 2025 | 29 holders, $19.8bn | 33 holders, $47.1bn |
| Q2 2025 | 40 holders, $20.1bn | 36 holders, $48.4bn |
| Q3 2025 | 39 holders, $20.2bn | 36 holders, $44.4bn |
| Q4 2025 | 36 holders, $18.8bn | 36 holders, $47.5bn |
| Q1 2026 | 25 holders, $18.0bn | 34 holders, $52.4bn |
| Q2 2026 | 32 holders, $18.8bn | 34 holders, $56.1bn |
Procter & Gamble Co
- Holders
- 25
- Reported value
- $18.0bn
- Buyers
- 12
- Sellers
- 31
Breadth -19 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 (22)
Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Millennium Management LLC, Neuberger Berman Group LLC, Point72 Asset Management LP, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only KO (12)
Artisan Partners LP, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Citadel Advisors LLC, Marshall Wace LLP, Maverick Capital Ltd, Soros Fund Management LLC, Squarepoint Ops LLC, Verition Fund Management LLC, Walleye Capital LLC, 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.