Holders over time
- CL
- KO
| Quarter | CL | KO |
|---|---|---|
| Q3 2020 | 24 holders, $10.2bn | 30 holders, $34.7bn |
| Q4 2020 | 20 holders, $11.0bn | 30 holders, $39.2bn |
| Q1 2021 | 25 holders, $9.3bn | 30 holders, $37.6bn |
| Q2 2021 | 25 holders, $9.4bn | 30 holders, $38.0bn |
| Q3 2021 | 25 holders, $9.4bn | 34 holders, $37.9bn |
| Q4 2021 | 23 holders, $9.7bn | 33 holders, $43.3bn |
| Q1 2022 | 24 holders, $9.3bn | 32 holders, $45.4bn |
| Q2 2022 | 29 holders, $9.5bn | 30 holders, $45.1bn |
| Q3 2022 | 34 holders, $8.6bn | 34 holders, $39.8bn |
| Q4 2022 | 32 holders, $9.1bn | 37 holders, $44.1bn |
| Q1 2023 | 30 holders, $8.2bn | 37 holders, $42.2bn |
| Q2 2023 | 31 holders, $8.4bn | 36 holders, $40.8bn |
| Q3 2023 | 30 holders, $8.7bn | 36 holders, $37.8bn |
| Q4 2023 | 27 holders, $9.3bn | 34 holders, $38.4bn |
| Q1 2024 | 25 holders, $10.5bn | 33 holders, $41.0bn |
| Q2 2024 | 23 holders, $10.2bn | 33 holders, $43.4bn |
| Q3 2024 | 22 holders, $10.7bn | 26 holders, $47.9bn |
| Q4 2024 | 22 holders, $8.6bn | 33 holders, $42.2bn |
| Q1 2025 | 25 holders, $8.9bn | 33 holders, $47.1bn |
| Q2 2025 | 22 holders, $8.7bn | 36 holders, $48.4bn |
| Q3 2025 | 23 holders, $7.5bn | 36 holders, $44.4bn |
| Q4 2025 | 28 holders, $8.2bn | 36 holders, $47.5bn |
| Q1 2026 | 21 holders, $8.5bn | 34 holders, $52.4bn |
| Q2 2026 | 22 holders, $8.9bn | 34 holders, $56.1bn |
Colgate Palmolive Co
- Holders
- 22
- Reported value
- $8.9bn
- Buyers
- 17
- Sellers
- 20
Breadth -3 among 91 comparable managers.
Coca Cola Co
- Holders
- 34
- Reported value
- $56.1bn
- Buyers
- 25
- Sellers
- 17
Breadth +8 among 91 comparable managers.
Who holds both, Q2 2026
Both (17)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), Invesco Ltd, Man Group PLC, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Wellington Management Group LLP, Woodline Partners LP
Only CL (5)
AQR Capital Management LLC, First Eagle Investment Management LLC, MFS Investment Management, Renaissance Technologies LLC, Voloridge Investment Management LLC
Only KO (17)
Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, GAMCO Investors Inc, Holocene Advisors LP, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Marshall Wace LLP, Maverick Capital Ltd, Quantbot Technologies LP, Soros Fund Management LLC, Verition Fund Management LLC, Walleye Capital LLC
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.