Holders over time
- KHC
- KO
| Quarter | KHC | KO |
|---|---|---|
| Q3 2020 | 12 holders, $10.7bn | 30 holders, $34.7bn |
| Q4 2020 | 11 holders, $13.2bn | 30 holders, $39.2bn |
| Q1 2021 | 13 holders, $15.6bn | 30 holders, $37.6bn |
| Q2 2021 | 13 holders, $15.9bn | 30 holders, $38.0bn |
| Q3 2021 | 9 holders, $14.0bn | 34 holders, $37.9bn |
| Q4 2021 | 13 holders, $13.6bn | 33 holders, $43.3bn |
| Q1 2022 | 16 holders, $15.3bn | 32 holders, $45.4bn |
| Q2 2022 | 24 holders, $15.6bn | 30 holders, $45.1bn |
| Q3 2022 | 19 holders, $13.2bn | 34 holders, $39.8bn |
| Q4 2022 | 14 holders, $16.2bn | 37 holders, $44.1bn |
| Q1 2023 | 15 holders, $15.3bn | 37 holders, $42.2bn |
| Q2 2023 | 19 holders, $14.1bn | 36 holders, $40.8bn |
| Q3 2023 | 20 holders, $13.6bn | 36 holders, $37.8bn |
| Q4 2023 | 23 holders, $15.1bn | 34 holders, $38.4bn |
| Q1 2024 | 15 holders, $14.7bn | 33 holders, $41.0bn |
| Q2 2024 | 16 holders, $12.3bn | 33 holders, $43.4bn |
| Q3 2024 | 14 holders, $13.4bn | 26 holders, $47.9bn |
| Q4 2024 | 17 holders, $11.4bn | 33 holders, $42.2bn |
| Q1 2025 | 15 holders, $11.2bn | 33 holders, $47.1bn |
| Q2 2025 | 13 holders, $9.5bn | 36 holders, $48.4bn |
| Q3 2025 | 12 holders, $9.4bn | 36 holders, $44.4bn |
| Q4 2025 | 11 holders, $9.6bn | 36 holders, $47.5bn |
| Q1 2026 | 13 holders, $8.8bn | 34 holders, $52.4bn |
| Q2 2026 | 13 holders, $9.2bn | 34 holders, $56.1bn |
Kraft Heinz Co
- Holders
- 13
- Reported value
- $9.2bn
- Buyers
- 18
- Sellers
- 15
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 (9)
Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Holocene Advisors LP, Invesco Ltd, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Quantbot Technologies LP, Verition Fund Management LLC
Only KHC (4)
Schonfeld Strategic Advisors LLC, Southeastern Asset Management Inc, Squarepoint Ops LLC, Voloridge Investment Management LLC
Only KO (25)
Acadian Asset Management LLC, AllianceBernstein LP, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Dodge & Cox, ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Janus Henderson Group Ltd, Millennium Management LLC, Moore Capital Management LP, Neuberger Berman Group LLC, Soros Fund Management LLC, T. Rowe Price Associates Inc, Walleye Capital LLC, Wellington Management Group LLP, 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.