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%	167
2022 Q3	$59.7M	Sell	1,057,000 -22,000	-2%	-$1.37M	0.11%	120
2022 Q2	$67.5M	Buy	+1,079,000	New	+$68.4M	0.12%	120

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DZ Bank's KO Position: Q1 2026 in Review

DZ Bank reduced its Coca-Cola (KO) stake by 21% in Q1 2026, selling an estimated $232M and leaving 11,258,840 shares worth $856M. The position accounts for 0.76% of the portfolio, ranked #36.

DZ Bank first reported a position in KO in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.39B in Q1 2025. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

DZ Bank held 11,258,840 shares of Coca-Cola worth $856M as of Q1 2026.
DZ Bank sold 3,074,650 Coca-Cola shares in Q1 2026, an estimated $232M.
Coca-Cola made up 0.76% of DZ Bank's portfolio in Q1 2026, its #36 holding.
DZ Bank first reported a position in Coca-Cola in Q4 2016 and has held it in 38 quarters since.
DZ Bank's Coca-Cola position peaked at $1.39B in Q1 2025.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on DZ Bank's 13F filing for Q1 2026, filed 15 May 2026.