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Bottled & canned soft drinks & carbonated waters (SIC 2086)

Major group 20: Food and kindred products

Part of 208 Beverages

Companies with SIC industry code 2086. Companies with no code (SIC 0) and shell companies (SIC 9995) are left out.

As of2020 Q4
Data cover 2000 Q4 – 2020 Q4, quarterly.
Only 2 companies in the S&P 500 this quarter: the averages below rest on few pairs.

The tiles, heatmap and tables below use the industry’s S&P 500 companies.

Companies in 2020 Q4 2
Average profit weight between them 0.69

Average profit weight in the industry over time

The mean profit weight over every ordered pair of the industry’s companies, each quarter: S&P 500 companies (solid) and all companies (faded). Click a quarter to show it.

    Computed from the current data release, using every firm in the sample. Published papers used earlier releases and samples, so their figures differ slightly.

    Show the numbers

    Profit weights between the 2 largest companies, 2020 Q4

    Each cell is the profit weight of the row company’s shareholders on the column company (darker: higher). Companies are ordered so that tightly linked groups form blocks. Largest means most reported owners. Click a cell to compare the two companies.

    Monster Beverage Corp…Coca Cola Consolidate…Report
    Monster Beverage Corp New 0.94
    Coca Cola Consolidated Inc 0.45

    Investors who drive it, 2020 Q4

    The investors that contribute most to the industry’s average profit weight: roughly, those holding sizeable stakes in many of its companies at once. Investor types are inferred from the forms each investor files with the SEC and are under review. Anyone filing Forms 3/4/5 counts as an insider unless they also file 13F, in which case they count as an asset manager (such as Carl Icahn).

    • Big Three
    • Asset manager
    • Non-financial blockholder
    • Activist
    • Insider
    #InvestorTypeCompanies held hereShare of the averageSEC CIKReport
    1 Coca Cola Co Insider 286% 21344
    2 Vanguard Group Inc Big Three 26% 102909
    3 BlackRock Inc. Big Three 26% 1364742
    4 State Street Corp Big Three 20.8% 93751
    5 Price T Rowe Associates Inc /MD/ Asset manager 20.2% 80255
    6 Geode Capital Management, LLC Asset manager 20.2% 1214717
    7 Dimensional Fund Advisors LP Asset manager 20.1% 354204
    8 Northern Trust Corp Asset manager 20.1% 73124
    9 Norges Bank Asset manager 20.1% 1374170
    10 Bank of New York Mellon Corp Asset manager 20.1% 1629943
    11 Invesco LTD. Asset manager 20.1% 914208
    12 Nuveen Asset Management, LLC Asset manager 20.1% 1521019
    13 JPMorgan Chase & Co Asset manager 20.1% 19617
    14 Renaissance Technologies LLC Asset manager 20.0% 1037389
    15 FMR Llc*Fil LTD Asset manager 20.0% 315066
    16 Alliancebernstein L.P. Asset manager 20.0% 1109448
    17 Charles Schwab Investment Management Inc Asset manager 20.0% 884546
    18 United Capital Financial Advisers, LLC Asset manager 20.0% 886982
    19 Wells Fargo & Company/Mn Asset manager 20.0% 72971
    20 Bank of America Corp /DE/ Asset manager 20.0% 70858
    21 Legal & General Group PLC Asset manager 20.0% 764068
    22 Ameriprise Financial Inc Asset manager 20.0% 820027
    23 Parametric Portfolio Associates LLC Asset manager 20.0% 932859
    24 Arrowstreet Capital, Limited Partnership Asset manager 20.0% 1164508
    25 Morgan Stanley Asset manager 20.0% 895421

    The companies, 2020 Q4

    CompanyReported ownersReported ownershipSEC CIKReport
    Monster Beverage Corp New SIC 2086 · S&P 500 68699.39%865752
    Coca Cola Consolidated Inc SIC 2086 · S&P 500 · dual class 18968.68%317540

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