Holders over time
- MDLZ
- KO
| Quarter | MDLZ | KO |
|---|---|---|
| Q3 2020 | 25 holders, $8.5bn | 30 holders, $34.7bn |
| Q4 2020 | 27 holders, $8.9bn | 30 holders, $39.2bn |
| Q1 2021 | 27 holders, $10.5bn | 30 holders, $37.6bn |
| Q2 2021 | 26 holders, $11.5bn | 30 holders, $38.0bn |
| Q3 2021 | 27 holders, $10.5bn | 34 holders, $37.9bn |
| Q4 2021 | 28 holders, $11.6bn | 33 holders, $43.3bn |
| Q1 2022 | 31 holders, $11.3bn | 32 holders, $45.4bn |
| Q2 2022 | 33 holders, $10.7bn | 30 holders, $45.1bn |
| Q3 2022 | 32 holders, $8.7bn | 34 holders, $39.8bn |
| Q4 2022 | 28 holders, $10.7bn | 37 holders, $44.1bn |
| Q1 2023 | 28 holders, $10.8bn | 37 holders, $42.2bn |
| Q2 2023 | 33 holders, $11.5bn | 36 holders, $40.8bn |
| Q3 2023 | 28 holders, $10.9bn | 36 holders, $37.8bn |
| Q4 2023 | 25 holders, $11.7bn | 34 holders, $38.4bn |
| Q1 2024 | 27 holders, $10.3bn | 33 holders, $41.0bn |
| Q2 2024 | 23 holders, $9.0bn | 33 holders, $43.4bn |
| Q3 2024 | 22 holders, $9.5bn | 26 holders, $47.9bn |
| Q4 2024 | 24 holders, $7.6bn | 33 holders, $42.2bn |
| Q1 2025 | 22 holders, $9.5bn | 33 holders, $47.1bn |
| Q2 2025 | 21 holders, $10.1bn | 36 holders, $48.4bn |
| Q3 2025 | 20 holders, $8.2bn | 36 holders, $44.4bn |
| Q4 2025 | 16 holders, $8.5bn | 36 holders, $47.5bn |
| Q1 2026 | 22 holders, $12.3bn | 34 holders, $52.4bn |
| Q2 2026 | 19 holders, $12.2bn | 34 holders, $56.1bn |
Mondelez Intl Inc
- Holders
- 19
- Reported value
- $12.2bn
- Buyers
- 20
- Sellers
- 18
Breadth +2 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 (15)
AllianceBernstein LP, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Citadel Advisors LLC, Dodge & Cox, Fidelity (FMR LLC), GAMCO Investors Inc, Hudson Bay Capital Management LP, Invesco Ltd, Maverick Capital Ltd, Millennium Management LLC, Neuberger Berman Group LLC, T. Rowe Price Associates Inc, Woodline Partners LP
Only MDLZ (4)
Freestone Grove Partners LP, Harris Associates LP, MFS Investment Management, Point72 Asset Management LP
Only KO (19)
Acadian Asset Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital World Investors, Caxton Associates LLP, ExodusPoint Capital Management LP, Holocene Advisors LP, Janus Henderson Group Ltd, Man Group PLC, Marshall Wace LLP, Moore Capital Management LP, Quantbot Technologies LP, Soros Fund Management LLC, 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.