Holders over time
- KVUE
- KO
| Quarter | KVUE | KO |
|---|---|---|
| Q3 2020 | none listed holders, n.a. | 30 holders, $34.7bn |
| Q4 2020 | none listed holders, n.a. | 30 holders, $39.2bn |
| Q1 2021 | none listed holders, n.a. | 30 holders, $37.6bn |
| Q2 2021 | none listed holders, n.a. | 30 holders, $38.0bn |
| Q3 2021 | none listed holders, n.a. | 34 holders, $37.9bn |
| Q4 2021 | none listed holders, n.a. | 33 holders, $43.3bn |
| Q1 2022 | none listed holders, n.a. | 32 holders, $45.4bn |
| Q2 2022 | none listed holders, n.a. | 30 holders, $45.1bn |
| Q3 2022 | none listed holders, n.a. | 34 holders, $39.8bn |
| Q4 2022 | none listed holders, n.a. | 37 holders, $44.1bn |
| Q1 2023 | none listed holders, n.a. | 37 holders, $42.2bn |
| Q2 2023 | 20 holders, $2.6bn | 36 holders, $40.8bn |
| Q3 2023 | 27 holders, $9.6bn | 36 holders, $37.8bn |
| Q4 2023 | 21 holders, $9.8bn | 34 holders, $38.4bn |
| Q1 2024 | 18 holders, $10.3bn | 33 holders, $41.0bn |
| Q2 2024 | 17 holders, $10.1bn | 33 holders, $43.4bn |
| Q3 2024 | 14 holders, $14.3bn | 26 holders, $47.9bn |
| Q4 2024 | 12 holders, $13.4bn | 33 holders, $42.2bn |
| Q1 2025 | 19 holders, $14.5bn | 33 holders, $47.1bn |
| Q2 2025 | 21 holders, $11.0bn | 36 holders, $48.4bn |
| Q3 2025 | 22 holders, $7.5bn | 36 holders, $44.4bn |
| Q4 2025 | 24 holders, $6.1bn | 36 holders, $47.5bn |
| Q1 2026 | 26 holders, $6.8bn | 34 holders, $52.4bn |
| Q2 2026 | 26 holders, $7.4bn | 34 holders, $56.1bn |
Kenvue Inc
- Holders
- 26
- Reported value
- $7.4bn
- Buyers
- 20
- Sellers
- 19
Breadth +1 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 (19)
AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Bridgewater Associates LP, Caxton Associates LLP, Citadel Advisors LLC, ExodusPoint Capital Management LP, Fidelity (FMR LLC), Hudson Bay Capital Management LP, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, Quantbot Technologies LP, Soros Fund Management LLC, T. Rowe Price Associates Inc, Verition Fund Management LLC, Woodline Partners LP
Only KVUE (7)
D. E. Shaw & Co., MFS Investment Management, Renaissance Technologies LLC, Squarepoint Ops LLC, Starboard Value LP, Tudor Investment Corp, Voloridge Investment Management LLC
Only KO (15)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Dodge & Cox, GAMCO Investors Inc, Holocene Advisors LP, Invesco Ltd, Janus Henderson Group Ltd, Moore Capital Management LP, 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.