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BIRK icon

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
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

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Covestor's BIRK Position: Q1 2026 in Review

Covestor reduced its Birkenstock (BIRK) stake by 42% in Q1 2026, selling an estimated $66.4K and leaving 2,369 shares worth $85K. The position accounts for 0.06% of the portfolio, ranked #368.

Covestor first reported a position in BIRK in Q1 2024 and has held it in 9 quarters since. The position peaked at $167K in Q4 2025. 228 funds tracked by Wall St. Rank hold BIRK as of Q1 2026.

  • Covestor held 2,369 shares of Birkenstock worth $85K as of Q1 2026.
  • Covestor sold 1,702 Birkenstock shares in Q1 2026, an estimated $66.4K.
  • Birkenstock made up 0.06% of Covestor's portfolio in Q1 2026, its #368 holding.
  • Covestor first reported a position in Birkenstock in Q1 2024 and has held it in 9 quarters since.
  • Covestor's Birkenstock position peaked at $167K in Q4 2025.
  • 228 funds tracked by Wall St. Rank held Birkenstock as of Q1 2026.

Based on Covestor's 13F filing for Q1 2026, filed 5 May 2026.