J. Safra Sarasin Holding
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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
Q2 		$4.28M Sell
63,680
-9,107
-13% -$719K 0.06% 172
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

J. Safra Sarasin Holding's KO Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its Coca-Cola (KO) stake by 13% in Q2 2026, selling an estimated $719K and leaving 63,680 shares worth $4.28M. The position accounts for 0.06% of the portfolio, ranked #172.

J. Safra Sarasin Holding first reported a position in KO in Q2 2024 and has held it in 9 quarters since. The position peaked at $19.8M in Q3 2024. 3,651 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • J. Safra Sarasin Holding held 63,680 shares of Coca-Cola worth $4.28M as of Q2 2026.
  • J. Safra Sarasin Holding sold 9,107 Coca-Cola shares in Q2 2026, an estimated $719K.
  • Coca-Cola made up 0.06% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #172 holding.
  • J. Safra Sarasin Holding first reported a position in Coca-Cola in Q2 2024 and has held it in 9 quarters since.
  • J. Safra Sarasin Holding's Coca-Cola position peaked at $19.8M in Q3 2024.
  • 3,651 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.