Holders over time
- SFM
- KO
| Quarter | SFM | KO |
|---|---|---|
| Q3 2020 | 8 holders, $591m | 30 holders, $34.7bn |
| Q4 2020 | 8 holders, $263m | 30 holders, $39.2bn |
| Q1 2021 | 8 holders, $295m | 30 holders, $37.6bn |
| Q2 2021 | 6 holders, $189m | 30 holders, $38.0bn |
| Q3 2021 | 7 holders, $158m | 34 holders, $37.9bn |
| Q4 2021 | 5 holders, $192m | 33 holders, $43.3bn |
| Q1 2022 | 7 holders, $219m | 32 holders, $45.4bn |
| Q2 2022 | 5 holders, $169m | 30 holders, $45.1bn |
| Q3 2022 | 5 holders, $520m | 34 holders, $39.8bn |
| Q4 2022 | 6 holders, $691m | 37 holders, $44.1bn |
| Q1 2023 | 6 holders, $750m | 37 holders, $42.2bn |
| Q2 2023 | 5 holders, $744m | 36 holders, $40.8bn |
| Q3 2023 | 9 holders, $1.0bn | 36 holders, $37.8bn |
| Q4 2023 | 8 holders, $1.0bn | 34 holders, $38.4bn |
| Q1 2024 | 10 holders, $1.3bn | 33 holders, $41.0bn |
| Q2 2024 | 13 holders, $1.4bn | 33 holders, $43.4bn |
| Q3 2024 | 16 holders, $1.8bn | 26 holders, $47.9bn |
| Q4 2024 | 17 holders, $1.2bn | 33 holders, $42.2bn |
| Q1 2025 | 23 holders, $2.2bn | 33 holders, $47.1bn |
| Q2 2025 | 29 holders, $3.2bn | 36 holders, $48.4bn |
| Q3 2025 | 19 holders, $1.9bn | 36 holders, $44.4bn |
| Q4 2025 | 16 holders, $844m | 36 holders, $47.5bn |
| Q1 2026 | 12 holders, $1.6bn | 34 holders, $52.4bn |
| Q2 2026 | 9 holders, $1.7bn | 34 holders, $56.1bn |
Sprouts FMRS MKT Inc
- Holders
- 12
- Reported value
- $1.6bn
- Buyers
- 15
- Sellers
- 21
Breadth -6 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)
AQR Capital Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Fidelity (FMR LLC), Marshall Wace LLP, Point72 Asset Management LP, Verition Fund Management LLC
Only SFM (5)
Caxton Associates LLP, Coatue Management LLC, Freestone Grove Partners LP, Holocene Advisors LP, Renaissance Technologies LLC
Only KO (27)
Acadian Asset Management LLC, AllianceBernstein LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital World Investors, Citadel Advisors LLC, D. E. Shaw & Co., Dodge & Cox, ExodusPoint Capital Management LP, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, 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.