Korea Investment Corp
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Korea Investment Corp’s Otis Worldwide OTIS Stock Holding History

Korea Investment Corp’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$28.9M Buy
403,037
+32,186
+9% +$2.4M 0.05% 301
2026
Q1 		$28.6M Buy
370,851
+31,597
+9% +$2.76M 0.06% 292
2025
Q4 		$29.6M Buy
339,254
+86,514
+34% +$7.74M 0.06% 299
2025
Q3 		$23.1M Sell
252,740
-101,175
-29% -$9.18M 0.05% 336
2025
Q2 		$35M Buy
353,915
+56,636
+19% +$5.47M 0.08% 244
2025
Q1 		$30.7M Buy
297,279
+26,556
+10% +$2.59M 0.07% 254
2024
Q4 		$25.1M Sell
270,723
-35,968
-12% -$3.61M 0.06% 307
2024
Q3 		$31.9M Buy
306,691
+121,558
+66% +$11.6M 0.08% 257
2024
Q2 		$17.8M Sell
185,133
-238,582
-56% -$23M 0.04% 358
2024
Q1 		$42.1M Buy
423,715
+244,703
+137% +$22.6M 0.11% 206
2023
Q4 		$16M Sell
179,012
-158,061
-47% -$13.1M 0.04% 362
2023
Q3 		$27.1M Buy
337,073
+191,449
+131% +$16.4M 0.08% 256
2023
Q2 		$13M Sell
145,624
-54,854
-27% -$4.62M 0.04% 377
2023
Q1 		$16.9M Sell
200,478
-75,270
-27% -$6.23M 0.05% 350
2022
Q4 		$21.6M Sell
275,748
-17,358
-6% -$1.28M 0.07% 289
2022
Q3 		$18.7M Sell
293,106
-96,832
-25% -$7.08M 0.06% 311
2022
Q2 		$27.6M Sell
389,938
-21,712
-5% -$1.6M 0.08% 248
2022
Q1 		$31.7M Buy
411,650
+232,900
+130% +$18.6M 0.08% 245
2021
Q4 		$15.6M Buy
178,750
+7,900
+5% +$661K 0.04% 320
2021
Q3 		$14.1M Buy
170,850
+33,100
+24% +$2.91M 0.04% 302
2021
Q2 		$11.3M Sell
137,750
-73,000
-35% -$5.62M 0.03% 364
2021
Q1 		$14.4M Buy
210,750
+1,300
+0.6% +$85K 0.05% 296
2020
Q4 		$14.1M Buy
209,450
+9,100
+5% +$590K 0.04% 308
2020
Q3 		$12.5M Sell
200,350
-8,400
-4% -$514K 0.04% 307
2020
Q2 		$11.9M Buy
+208,750
New +$10.8M 0.04% 304

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Korea Investment Corp's OTIS Position: Q2 2026 in Review

Korea Investment Corp increased its Otis Worldwide (OTIS) stake by 8.7% in Q2 2026, buying an estimated $2.4M and bringing the position to 403,037 shares worth $28.9M. The position accounts for 0.05% of the portfolio, ranked #301.

Korea Investment Corp first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $42.1M in Q1 2024. 1,230 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • Korea Investment Corp held 403,037 shares of Otis Worldwide worth $28.9M as of Q2 2026.
  • Korea Investment Corp bought 32,186 Otis Worldwide shares in Q2 2026, an estimated $2.4M.
  • Otis Worldwide made up 0.05% of Korea Investment Corp's portfolio in Q2 2026, its #301 holding.
  • Korea Investment Corp first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • Korea Investment Corp's Otis Worldwide position peaked at $42.1M in Q1 2024.
  • 1,230 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

Based on Korea Investment Corp's 13F filing for Q2 2026, filed 12 Aug 2026.