DZ Bank’s Coca-Cola KO Stock Holding History

DZ Bank’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
2023 Q2	–	Sell	-613,000	Closed	-$37.9M	–	1070
2023 Q1	$37.9M	Sell	613,000 -58,000	-9%	-$3.51M	0.06%	183
2022 Q4	$42.4M	Sell	671,000 -386,000	-37%	-$23.3M	0.07%	172
2022 Q3	$59.7M	Sell	1,057,000 -22,000	-2%	-$1.37M	0.11%	126
2022 Q2	$67.5M	Buy	+1,079,000	New	+$68.4M	0.12%	120

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DZ Bank's KO Position: Q2 2026 in Review

DZ Bank increased its Coca-Cola (KO) stake by 13% in Q2 2026, buying an estimated $113M and bringing the position to 12,691,745 shares worth $1.03B. The position accounts for 0.79% of the portfolio, ranked #35.

DZ Bank first reported a position in KO in Q4 2016 and has held it in 39 quarters since. The position peaked at $1.99B in Q4 2021. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

DZ Bank held 12,691,745 shares of Coca-Cola worth $1.03B as of Q2 2026.
DZ Bank bought 1,432,905 Coca-Cola shares in Q2 2026, an estimated $113M.
Coca-Cola made up 0.79% of DZ Bank's portfolio in Q2 2026, its #35 holding.
DZ Bank first reported a position in Coca-Cola in Q4 2016 and has held it in 39 quarters since.
DZ Bank's Coca-Cola position peaked at $1.99B in Q4 2021.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on DZ Bank's 13F filing for Q2 2026, filed 14 Aug 2026.