Holders over time
- ECL
- KO
| Quarter | ECL | KO |
|---|---|---|
| Q3 2020 | 21 holders, $2.4bn | 30 holders, $34.7bn |
| Q4 2020 | 13 holders, $2.4bn | 30 holders, $39.2bn |
| Q1 2021 | 15 holders, $2.4bn | 30 holders, $37.6bn |
| Q2 2021 | 21 holders, $2.8bn | 30 holders, $38.0bn |
| Q3 2021 | 14 holders, $2.7bn | 34 holders, $37.9bn |
| Q4 2021 | 15 holders, $3.5bn | 33 holders, $43.3bn |
| Q1 2022 | 18 holders, $3.3bn | 32 holders, $45.4bn |
| Q2 2022 | 17 holders, $2.9bn | 30 holders, $45.1bn |
| Q3 2022 | 16 holders, $2.6bn | 34 holders, $39.8bn |
| Q4 2022 | 18 holders, $3.0bn | 37 holders, $44.1bn |
| Q1 2023 | 18 holders, $3.5bn | 37 holders, $42.2bn |
| Q2 2023 | 18 holders, $3.5bn | 36 holders, $40.8bn |
| Q3 2023 | 17 holders, $2.9bn | 36 holders, $37.8bn |
| Q4 2023 | 17 holders, $2.9bn | 34 holders, $38.4bn |
| Q1 2024 | 22 holders, $4.2bn | 33 holders, $41.0bn |
| Q2 2024 | 20 holders, $4.7bn | 33 holders, $43.4bn |
| Q3 2024 | 24 holders, $4.9bn | 26 holders, $47.9bn |
| Q4 2024 | 23 holders, $4.4bn | 33 holders, $42.2bn |
| Q1 2025 | 29 holders, $4.9bn | 33 holders, $47.1bn |
| Q2 2025 | 25 holders, $5.1bn | 36 holders, $48.4bn |
| Q3 2025 | 25 holders, $5.0bn | 36 holders, $44.4bn |
| Q4 2025 | 23 holders, $4.6bn | 36 holders, $47.5bn |
| Q1 2026 | 24 holders, $4.5bn | 34 holders, $52.4bn |
| Q2 2026 | 23 holders, $4.1bn | 34 holders, $56.1bn |
Ecolab Inc
- Holders
- 23
- Reported value
- $4.1bn
- Buyers
- 21
- Sellers
- 21
Breadth 0 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 (18)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Caxton Associates LLP, Citadel Advisors LLC, GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Neuberger Berman Group LLC, Woodline Partners LP
Only ECL (5)
Freestone Grove Partners LP, Markel Group Inc, Point72 Asset Management LP, Rokos Capital Management LLP, Schonfeld Strategic Advisors LLC
Only KO (16)
Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Holocene Advisors LP, Maverick Capital Ltd, Millennium Management LLC, Quantbot Technologies LP, Soros Fund Management LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Walleye Capital LLC, Wellington Management Group LLP
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.