UBS AM’s Coca-Cola KO Stock Holding History

UBS AM’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	$2.75B	Buy	36,192,317 +4,445,012	+14%	+$336M	0.57%	26
2025 Q4	$2.22B	Buy	31,747,305 +4,207,841	+15%	+$293M	0.47%	31
2025 Q3	$1.83B	Sell	27,539,464 -9,227,880	-25%	-$635M	0.4%	38
2025 Q2	$2.6B	Buy	36,767,344 +5,877,929	+19%	+$419M	0.53%	30
2025 Q1	$2.21B	Buy	30,889,415 +1,794,561	+6%	+$120M	0.57%	26
2024 Q4	$1.81B	Sell	29,094,854 -258,226	-0.9%	-$16.9M	0.42%	35
2024 Q3	$2.11B	Sell	29,353,080 -823,495	-3%	-$56.4M	0.54%	25
2024 Q2	$1.92B	Buy	30,176,575 +6,129,854	+25%	+$379M	0.55%	27
2024 Q1	$1.47B	Sell	24,046,721 -208,572	-0.9%	-$12.5M	0.52%	28
2023 Q4	$1.43B	Buy	24,255,293 +1,369,826	+6%	+$77.8M	0.56%	24
2023 Q3	$1.28B	Buy	22,885,467 +869,543	+4%	+$52.2M	0.57%	25
2023 Q2	$1.37B	Hold	22,015,924	–	–	0.66%	24
2023 Q1	$1.37B	Sell	22,015,924 -1,496,749	-6%	-$90.6M	0.66%	24
2022 Q4	$1.5B	Buy	23,512,673 +1,092,263	+5%	+$65.9M	0.78%	16
2022 Q3	$1.26B	Sell	22,420,410 -1,682,363	-7%	-$105M	0.7%	19
2022 Q2	$1.52B	Buy	24,102,773 +880,486	+4%	+$55.8M	0.79%	15
2022 Q1	$1.44B	Buy	23,222,287 +1,477,352	+7%	+$89.8M	0.62%	21
2021 Q4	$1.29B	Buy	21,744,935 +1,409,047	+7%	+$78.5M	0.49%	28
2021 Q3	$1.07B	Sell	20,335,888 -813,953	-4%	-$45.4M	0.44%	35
2021 Q2	$1.14B	Buy	21,149,841 +5,210,303	+33%	+$283M	0.49%	28
2021 Q1	$840M	Sell	15,939,538 -4,095,013	-20%	-$206M	0.37%	50
2020 Q4	$1.1B	Sell	20,034,551 -162,281	-0.8%	-$8.39M	0.51%	29
2020 Q3	$997M	Sell	20,196,832 -1,122,821	-5%	-$54M	0.54%	30
2020 Q2	$953M	Buy	21,319,653 +62,186	+0.3%	+$2.86M	0.58%	26
2020 Q1	$941M	Buy	21,257,467 +5,388,734	+34%	+$291M	0.68%	21
2019 Q4	$878M	Sell	15,868,733 -2,014,944	-11%	-$108M	0.54%	33
2019 Q3	$974M	Buy	17,883,677 +4,168,080	+30%	+$223M	0.66%	22
2019 Q2	$698M	Sell	13,715,597 -388,295	-3%	-$19M	0.5%	33
2019 Q1	$661M	Buy	14,103,892 +758,144	+6%	+$35.5M	0.49%	35
2018 Q4	$632M	Sell	13,345,748 -182,038	-1%	-$8.71M	0.54%	34
2018 Q3	$625M	Sell	13,527,786 -34,066	-0.3%	-$1.56M	0.46%	36
2018 Q2	$595M	Sell	13,561,852 -666,549	-5%	-$28.8M	0.46%	34
2018 Q1	$618M	Buy	14,228,401 +1,111,460	+8%	+$49.9M	0.49%	32
2017 Q4	$602M	Sell	13,116,941 -415,350	-3%	-$19.1M	0.51%	34
2017 Q3	$609M	Buy	13,532,291 +786,188	+6%	+$35.8M	0.55%	32
2017 Q2	$572M	Buy	12,746,103 +442,316	+4%	+$19.5M	0.55%	31
2017 Q1	$522M	Buy	12,303,787 +1,300,953	+12%	+$54.3M	0.53%	34
2016 Q4	$456M	Sell	11,002,834 -218,860	-2%	-$9.11M	0.51%	36
2016 Q3	$475M	Buy	11,221,694 +237,475	+2%	+$10.4M	0.51%	40
2016 Q2	$498M	Buy	10,984,219 +236,231	+2%	+$10.7M	0.56%	31
2016 Q1	$499M	Sell	10,747,988 -293,798	-3%	-$12.8M	0.58%	29
2015 Q4	$474M	Sell	11,041,786 -1,627,667	-13%	-$69.1M	0.54%	32
2015 Q3	$508M	Sell	12,669,453 -1,275,322	-9%	-$51.1M	0.56%	34
2015 Q2	$547M	Buy	13,944,775 +326,608	+2%	+$13.3M	0.52%	36
2015 Q1	$552M	Sell	13,618,167 -744,718	-5%	-$31.1M	0.53%	36
2014 Q4	$606M	Buy	14,362,885 +21,259	+0.1%	+$908K	0.58%	33
2014 Q3	$612M	Buy	14,341,626 +356,093	+3%	+$14.7M	0.61%	31
2014 Q2	$592M	Buy	13,985,533 +366,148	+3%	+$14.9M	0.6%	27
2014 Q1	$527M	Buy	13,619,385 +945,283	+7%	+$36.5M	0.56%	30
2013 Q4	$524M	Buy	12,674,102 +523,854	+4%	+$20.7M	0.6%	27
2013 Q3	$460M	Sell	12,150,248 -14,956	-0.1%	-$591K	0.57%	30
2013 Q2	$488M	Buy	+12,165,204	New	+$504M	0.63%	24

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

UBS AM's KO Position: Q1 2026 in Review

UBS AM increased its Coca-Cola (KO) stake by 14% in Q1 2026, buying an estimated $336M and bringing the position to 36,192,317 shares worth $2.75B. The position accounts for 0.57% of the portfolio, ranked #26.

UBS AM first reported a position in KO in Q2 2013 and has held it in 52 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

UBS AM held 36,192,317 shares of Coca-Cola worth $2.75B as of Q1 2026.
UBS AM bought 4,445,012 Coca-Cola shares in Q1 2026, an estimated $336M.
Coca-Cola made up 0.57% of UBS AM's portfolio in Q1 2026, its #26 holding.
UBS AM first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.