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Siemens Fonds Invest’s Coca-Cola KO Stock Holding History

Siemens Fonds Invest’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 		$8.84M Sell
116,232
-2,178
-2% -$165K 0.51% 35
2025
Q4 		$8.3M Sell
118,410
-11,878
-9% -$828K 0.44% 40
2025
Q3 		$8.64M Buy
130,288
+5,249
+4% +$361K 0.47% 32
2025
Q2 		$8.85M Sell
125,039
-4,069
-3% -$290K 0.52% 32
2025
Q1 		$9.25M Sell
129,108
-1,156
-0.9% -$77.2K 0.64% 25
2024
Q4 		$8.08M Buy
130,264
+8,876
+7% +$579K 0.54% 32
2024
Q3 		$8.72M Buy
121,388
+170
+0.1% +$11.6K 0.69% 25
2024
Q2 		$7.72M Sell
121,218
-17,842
-13% -$1.1M 0.58% 34
2024
Q1 		$8.51M Sell
139,060
-4,581
-3% -$275K 0.66% 27
2023
Q4 		$8.46M Buy
143,641
+7,946
+6% +$451K 0.69% 27
2023
Q3 		$7.6M Buy
135,695
+3,877
+3% +$233K 0.77% 24
2023
Q2 		$7.9M Sell
131,818
-822
-0.6% -$51.1K 0.77% 26
2023
Q1 		$8.23M Sell
132,640
-5,084
-4% -$308K 0.86% 22
2022
Q4 		$8.76M Sell
137,724
-2,952
-2% -$178K 0.88% 19
2022
Q3 		$7.88M Sell
140,676
-1,434
-1% -$89.1K 0.91% 22
2022
Q2 		$8.94M Sell
142,110
-711
-0.5% -$45.1K 0.95% 19
2022
Q1 		$8.86M Buy
142,821
+451
+0.3% +$27.4K 0.72% 23
2021
Q4 		$8.37M Sell
142,370
-2,887
-2% -$161K 0.55% 29
2021
Q3 		$7.62M Buy
145,257
+5,735
+4% +$320K 0.51% 33
2021
Q2 		$7.55M Sell
139,522
-823
-0.6% -$44.8K 0.9% 29
2021
Q1 		$7.4M Sell
140,345
-4,210
-3% -$212K 0.72% 43
2020
Q4 		$7.87M Buy
+144,555
New +$7.47M 0.81% 37

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

Siemens Fonds Invest's KO Position: Q1 2026 in Review

Siemens Fonds Invest reduced its Coca-Cola (KO) stake by 1.8% in Q1 2026, selling an estimated $165K and leaving 116,232 shares worth $8.84M. The position accounts for 0.51% of the portfolio, ranked #35.

Siemens Fonds Invest first reported a position in KO in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.25M in Q1 2025. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Siemens Fonds Invest held 116,232 shares of Coca-Cola worth $8.84M as of Q1 2026.
  • Siemens Fonds Invest sold 2,178 Coca-Cola shares in Q1 2026, an estimated $165K.
  • Coca-Cola made up 0.51% of Siemens Fonds Invest's portfolio in Q1 2026, its #35 holding.
  • Siemens Fonds Invest first reported a position in Coca-Cola in Q4 2020 and has held it in 22 quarters since.
  • Siemens Fonds Invest's Coca-Cola position peaked at $9.25M in Q1 2025.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Siemens Fonds Invest's 13F filing for Q1 2026, filed 15 May 2026.