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Capital Group Investment Management’s Birkenstock BIRK Stock Holding History

Capital Group Investment Management’s Portfolio BIRK Stock Details BIRK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,462
Closed -$479K – 143
2024
Q4 		$479K Hold
8,462
– – 0.09% 129
2024
Q3 		$417K Hold
8,462
– – 0.08% 132
2024
Q2 		$460K Hold
8,462
– – 0.1% 129
2024
Q1 		$400K Hold
8,462
– – 0.07% 175
2023
Q4 		$412K Buy
+8,462
New +$366K 0.04% 182

Other funds holding BIRK

CMC
Catterton Management Company Greenwich, Connecticut $4.33B AUM 14.37% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
GC
Greenvale Capital London, United Kingdom $912M AUM 34.2% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AM
AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Capital Group Investment Management's BIRK Position: Q1 2025 in Review

Capital Group Investment Management sold out of Birkenstock (BIRK) in Q1 2025, closing a stake of 8,462 shares — an estimated $479K sold.

Capital Group Investment Management first reported a position in BIRK in Q4 2023 and held it in 5 quarters. The position peaked at $479K in Q4 2024. 217 funds tracked by Wall St. Rank hold BIRK as of Q1 2025.

  • Capital Group Investment Management reported no remaining Birkenstock position as of Q1 2025 after selling out during the quarter.
  • Capital Group Investment Management sold 8,462 Birkenstock shares in Q1 2025, an estimated $479K.
  • Capital Group Investment Management first reported a position in Birkenstock in Q4 2023 and held it in 5 quarters.
  • Capital Group Investment Management's Birkenstock position peaked at $479K in Q4 2024.
  • 217 funds tracked by Wall St. Rank held Birkenstock as of Q1 2025.

Based on Capital Group Investment Management's 13F filing for Q1 2025, filed 12 May 2025.