Covestor’s Birkenstock BIRK Stock Holding History

Covestor’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
2026 Q3	$50K	Sell	1,531 -621	-29%	-$23.3K	0.03%	733
2026 Q2	$93K	Sell	2,152 -217	-9%	-$8.77K	0.05%	394
2026 Q1	$85K	Sell	2,369 -1,702	-42%	-$66.4K	0.06%	368
2025 Q4	$167K	Buy	4,071 +1,177	+41%	+$49.8K	0.09%	290
2025 Q3	$131K	Buy	2,894 +2,678	+1,240%	+$131K	0.07%	412
2025 Q2	$11K	Hold	216	–	–	0.01%	1515
2025 Q1	$10K	Sell	216 -6	-3%	-$316	0.01%	1475
2024 Q4	$13K	Buy	222 +2	+0.9%	+$101	0.01%	1369
2024 Q3	$11K	Sell	220 -3	-1%	-$163	0.01%	1476
2024 Q2	$12K	Buy	223 +10	+5%	+$496	0.01%	1393
2024 Q1	$10K	Buy	+213	New	+$10.2K	0.01%	1568

Other funds holding BIRK

Catterton Management Company Greenwich, Connecticut $2.38B AUM 28.36% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Investment House LLC Redondo Beach, California $2.25B AUM 30.44% 1-Year Est. Return

Exane Asset Management Paris, France $144M AUM 14.39% 1-Year Est. Return

OTL

Oak Thistle LLC New York $1.09B AUM 11.78% 1-Year Est. Return

LECAP Asset Management London, United Kingdom $210M AUM 9% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

J. Safra Sarasin Holding $7.05B AUM 26.14% 1-Year Est. Return

Renaissance Capital Stamford, Connecticut $145M AUM 53.16% 1-Year Est. Return

Covestor's BIRK Position: Q3 2026 in Review

Covestor reduced its Birkenstock (BIRK) stake by 29% in Q3 2026, selling an estimated $23.3K and leaving 1,531 shares worth $50K. The position accounts for 0.03% of the portfolio, ranked #733.

Covestor first reported a position in BIRK in Q1 2024 and has held it in 11 quarters since. The position peaked at $167K in Q4 2025. 60 funds tracked by Wall St. Rank hold BIRK as of Q3 2026.

Covestor held 1,531 shares of Birkenstock worth $50K as of Q3 2026.
Covestor sold 621 Birkenstock shares in Q3 2026, an estimated $23.3K.
Birkenstock made up 0.03% of Covestor's portfolio in Q3 2026, its #733 holding.
Covestor first reported a position in Birkenstock in Q1 2024 and has held it in 11 quarters since.
Covestor's Birkenstock position peaked at $167K in Q4 2025.
60 funds tracked by Wall St. Rank held Birkenstock as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.