JSSH
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J. Safra Sarasin Holding’s Coca-Cola KO Stock Holding History

J. Safra Sarasin Holding’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
2026
Q1 		$5.53M Buy
72,787
+15,852
+28% +$1.2M 0.09% 131
2025
Q4 		$3.98M Sell
56,935
-79,827
-58% -$5.56M 0.06% 144
2025
Q3 		$9.07M Sell
136,762
-2,363
-2% -$163K 0.15% 112
2025
Q2 		$9.84M Buy
139,125
+10,456
+8% +$745K 0.17% 108
2025
Q1 		$9.22M Buy
128,669
+28,283
+28% +$1.89M 0.17% 106
2024
Q4 		$6.25M Sell
100,386
-175,238
-64% -$11.4M 0.11% 125
2024
Q3 		$19.8M Buy
275,624
+41,780
+18% +$2.86M 0.34% 78
2024
Q2 		$14.9M Buy
+233,844
New +$14.5M 0.27% 86

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

J. Safra Sarasin Holding's KO Position: Q1 2026 in Review

J. Safra Sarasin Holding increased its Coca-Cola (KO) stake by 28% in Q1 2026, buying an estimated $1.2M and bringing the position to 72,787 shares worth $5.53M. The position accounts for 0.09% of the portfolio, ranked #131.

J. Safra Sarasin Holding first reported a position in KO in Q2 2024 and has held it in 8 quarters since. The position peaked at $19.8M in Q3 2024. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • J. Safra Sarasin Holding held 72,787 shares of Coca-Cola worth $5.53M as of Q1 2026.
  • J. Safra Sarasin Holding bought 15,852 Coca-Cola shares in Q1 2026, an estimated $1.2M.
  • Coca-Cola made up 0.09% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #131 holding.
  • J. Safra Sarasin Holding first reported a position in Coca-Cola in Q2 2024 and has held it in 8 quarters since.
  • J. Safra Sarasin Holding's Coca-Cola position peaked at $19.8M in Q3 2024.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q1 2026, filed 4 May 2026.