Cascade Investment Group’s Viking Holdings VIK Stock Holding History

Cascade Investment Group’s Portfolio VIK Stock Details VIK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$614K	Sell	5,863 -490	-8%	-$42.4K	0.34%	73
2026 Q1	$467K	Sell	6,353 -400	-6%	-$29.2K	0.31%	80
2025 Q4	$482K	Sell	6,753 -375	-5%	-$23.9K	0.32%	72
2025 Q3	$443K	Sell	7,128 -1,097	-13%	-$65.4K	0.29%	75
2025 Q2	$438K	Hold	8,225	–	–	0.31%	73
2025 Q1	$327K	Hold	8,225	–	–	0.25%	92
2024 Q4	$362K	Hold	8,225	–	–	0.26%	89
2024 Q3	$287K	Sell	8,225 -300	-4%	-$10.3K	0.21%	108
2024 Q2	$289K	Buy	+8,525	New	+$257K	0.23%	100

Other funds holding VIK

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cascade Investment Group's VIK Position: Q2 2026 in Review

Cascade Investment Group reduced its Viking Holdings (VIK) stake by 7.7% in Q2 2026, selling an estimated $42.4K and leaving 5,863 shares worth $614K. The position accounts for 0.34% of the portfolio, ranked #73.

Cascade Investment Group first reported a position in VIK in Q2 2024 and has held it in 9 quarters since. 613 funds tracked by Wall St. Rank hold VIK as of Q2 2026.

Cascade Investment Group held 5,863 shares of Viking Holdings worth $614K as of Q2 2026.
Cascade Investment Group sold 490 Viking Holdings shares in Q2 2026, an estimated $42.4K.
Viking Holdings made up 0.34% of Cascade Investment Group's portfolio in Q2 2026, its #73 holding.
Cascade Investment Group first reported a position in Viking Holdings in Q2 2024 and has held it in 9 quarters since.
613 funds tracked by Wall St. Rank held Viking Holdings as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.