Bank Julius Baer & Co
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Bank Julius Baer & Co’s Coca-Cola KO Stock Holding History

Bank Julius Baer & Co’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$299M Buy
3,929,505
+594,852
+18% +$45M 0.9% 31
2025
Q4 		$233M Sell
3,334,653
-17,243
-0.5% -$1.2M 0.64% 40
2025
Q3 		$222M Sell
3,351,896
-434,775
-11% -$29.9M 0.63% 40
2025
Q2 		$268M Buy
3,786,671
+37,816
+1% +$2.69M 0.8% 30
2025
Q1 		$268M Buy
3,748,855
+464,334
+14% +$31M 0.87% 32
2024
Q4 		$220M Buy
3,284,521
+357,038
+12% +$23.3M 0.68% 36
2024
Q3 		$240M Sell
2,927,483
-117,516
-4% -$8.05M 0.81% 32
2024
Q2 		$211M Sell
3,044,999
-223,948
-7% -$13.9M 0.81% 34
2024
Q1 		$200M Buy
3,268,947
+140,188
+4% +$8.42M 0.77% 34
2023
Q4 		$184M Buy
3,128,759
+632,523
+25% +$35.9M 0.78% 33
2023
Q3 		$140M Buy
2,496,236
+172,567
+7% +$10.4M 0.81% 30
2023
Q2 		$140M Sell
2,323,669
-21,672
-0.9% -$1.35M 0.83% 29
2023
Q1 		$145M Buy
2,345,341
+72,795
+3% +$4.41M 0.92% 29
2022
Q4 		$145M Sell
2,272,546
-43,548
-2% -$2.63M 0.99% 29
2022
Q3 		$130M Sell
2,316,094
-8,044
-0.3% -$500K 0.99% 28
2022
Q2 		$146M Buy
2,324,138
+1,872,878
+415% +$119M 1.03% 30
2022
Q1 		$28M Buy
451,260
+101,482
+29% +$6.17M 0.17% 94
2021
Q4 		$20.7M Sell
349,778
-121,300
-26% -$6.75M 0.11% 114
2021
Q3 		$24.7M Sell
471,078
-5,340
-1% -$298K 0.15% 104
2021
Q2 		$25.8M Sell
476,418
-92,693
-16% -$5.04M 0.16% 106
2021
Q1 		$30M Sell
569,111
-78,409
-12% -$3.95M 0.22% 90
2020
Q4 		$35.5M Sell
647,520
-46,064
-7% -$2.38M 0.29% 67
2020
Q3 		$34.2M Sell
693,584
-15,015
-2% -$722K 0.33% 65
2020
Q2 		$31.7M Buy
708,599
+682,926
+2,660% +$31.5M 0.36% 60
2020
Q1 		$1.14M Buy
+25,673
New +$1.39M 0.03% 209

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank Julius Baer & Co's KO Position: Q1 2026 in Review

Bank Julius Baer & Co increased its Coca-Cola (KO) stake by 18% in Q1 2026, buying an estimated $45M and bringing the position to 3,929,505 shares worth $299M. The position accounts for 0.9% of the portfolio, ranked #31.

Bank Julius Baer & Co first reported a position in KO in Q1 2020 and has held it in 25 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Bank Julius Baer & Co held 3,929,505 shares of Coca-Cola worth $299M as of Q1 2026.
  • Bank Julius Baer & Co bought 594,852 Coca-Cola shares in Q1 2026, an estimated $45M.
  • Coca-Cola made up 0.9% of Bank Julius Baer & Co's portfolio in Q1 2026, its #31 holding.
  • Bank Julius Baer & Co first reported a position in Coca-Cola in Q1 2020 and has held it in 25 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.