Holders over time
- SYY
- KO
| Quarter | SYY | KO |
|---|---|---|
| Q3 2020 | 14 holders, $5.9bn | 30 holders, $34.7bn |
| Q4 2020 | 20 holders, $6.7bn | 30 holders, $39.2bn |
| Q1 2021 | 19 holders, $7.3bn | 30 holders, $37.6bn |
| Q2 2021 | 24 holders, $7.0bn | 30 holders, $38.0bn |
| Q3 2021 | 17 holders, $6.2bn | 34 holders, $37.9bn |
| Q4 2021 | 12 holders, $5.9bn | 33 holders, $43.3bn |
| Q1 2022 | 14 holders, $6.6bn | 32 holders, $45.4bn |
| Q2 2022 | 13 holders, $6.7bn | 30 holders, $45.1bn |
| Q3 2022 | 20 holders, $5.4bn | 34 holders, $39.8bn |
| Q4 2022 | 20 holders, $5.0bn | 37 holders, $44.1bn |
| Q1 2023 | 15 holders, $5.0bn | 37 holders, $42.2bn |
| Q2 2023 | 18 holders, $4.4bn | 36 holders, $40.8bn |
| Q3 2023 | 19 holders, $3.9bn | 36 holders, $37.8bn |
| Q4 2023 | 18 holders, $4.8bn | 34 holders, $38.4bn |
| Q1 2024 | 22 holders, $5.6bn | 33 holders, $41.0bn |
| Q2 2024 | 15 holders, $4.2bn | 33 holders, $43.4bn |
| Q3 2024 | 15 holders, $4.5bn | 26 holders, $47.9bn |
| Q4 2024 | 15 holders, $4.7bn | 33 holders, $42.2bn |
| Q1 2025 | 18 holders, $4.3bn | 33 holders, $47.1bn |
| Q2 2025 | 15 holders, $4.4bn | 36 holders, $48.4bn |
| Q3 2025 | 14 holders, $4.8bn | 36 holders, $44.4bn |
| Q4 2025 | 18 holders, $4.1bn | 36 holders, $47.5bn |
| Q1 2026 | 18 holders, $3.5bn | 34 holders, $52.4bn |
| Q2 2026 | 24 holders, $4.6bn | 34 holders, $56.1bn |
Sysco Corp
- Holders
- 18
- Reported value
- $3.5bn
- Buyers
- 24
- Sellers
- 15
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 (11)
Acadian Asset Management LLC, Artisan Partners LP, Balyasny Asset Management LLC, Capital Research Global Investors, D. E. Shaw & Co., Hudson Bay Capital Management LP, Invesco Ltd, Man Group PLC, Point72 Asset Management LP, Wellington Management Group LLP, Winton Group Ltd
Only SYY (7)
Arrowstreet Capital LP, Freestone Grove Partners LP, Harris Associates LP, Markel Group Inc, MFS Investment Management, Schonfeld Strategic Advisors LLC, Steadfast Capital Management LP
Only KO (23)
AllianceBernstein LP, AQR Capital Management LLC, Baillie Gifford & Co, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Bridgewater Associates LP, Capital World Investors, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Soros Fund Management LLC, Squarepoint Ops LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, 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.