UBS Group’s Coca-Cola KO Stock Holding History

UBS Group’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	$2.21B	Buy	29,000,707 +4,551,085	+19%	+$344M	0.33%	43
2025 Q4	$1.71B	Sell	24,449,622 -4,413,984	-15%	-$308M	0.28%	51
2025 Q3	$1.91B	Buy	28,863,606 +2,214,332	+8%	+$152M	0.3%	42
2025 Q2	$1.89B	Sell	26,649,274 -706,148	-3%	-$50.3M	0.33%	42
2025 Q1	$1.96B	Buy	27,355,422 +1,522,699	+6%	+$102M	0.36%	37
2024 Q4	$1.61B	Buy	25,832,723 +1,365,992	+6%	+$89.2M	0.3%	44
2024 Q3	$1.76B	Buy	24,466,731 +208,405	+0.9%	+$14.3M	0.38%	37
2024 Q2	$1.54B	Buy	24,258,326 +606,154	+3%	+$37.5M	0.38%	37
2024 Q1	$1.45B	Buy	23,652,172 +3,632,613	+18%	+$218M	0.36%	39
2023 Q4	$1.18B	Buy	20,019,559 +818,398	+4%	+$46.5M	0.35%	48
2023 Q3	$1.07B	Sell	19,201,161 -1,409,471	-7%	-$84.5M	0.37%	45
2023 Q2	$1.24B	Buy	20,610,632 +489,666	+2%	+$30.5M	0.42%	39
2023 Q1	$1.25B	Sell	20,120,966 -703,447	-3%	-$42.6M	0.46%	31
2022 Q4	$1.32B	Buy	20,824,413 +2,370,341	+13%	+$143M	0.49%	26
2022 Q3	$1.03B	Sell	18,454,072 -900,974	-5%	-$56M	0.45%	32
2022 Q2	$1.22B	Buy	19,355,046 +1,076,267	+6%	+$68.2M	0.5%	23
2022 Q1	$1.13B	Sell	18,278,779 -1,429,988	-7%	-$87M	0.38%	48
2021 Q4	$1.17B	Sell	19,708,767 -688,995	-3%	-$38.4M	0.33%	54
2021 Q3	$1.07B	Buy	20,397,762 +1,225,208	+6%	+$68.3M	0.34%	52
2021 Q2	$1.04B	Sell	19,172,554 -104,128	-0.5%	-$5.67M	0.33%	56
2021 Q1	$1.02B	Sell	19,276,682 -483,764	-2%	-$24.3M	0.34%	53
2020 Q4	$1.08B	Sell	19,760,446 -2,645,556	-12%	-$137M	0.37%	50
2020 Q3	$1.11B	Buy	22,406,002 +1,022,951	+5%	+$49.2M	0.42%	50
2020 Q2	$955M	Sell	21,383,051 -3,713,589	-15%	-$171M	0.4%	49
2020 Q1	$1.11B	Sell	25,096,640 -1,785,635	-7%	-$96.4M	0.52%	35
2019 Q4	$1.49B	Buy	26,882,275 +3,414,849	+15%	+$184M	0.52%	30
2019 Q3	$1.28B	Sell	23,467,426 -3,676,502	-14%	-$197M	0.49%	36
2019 Q2	$1.38B	Buy	27,143,928 +634,296	+2%	+$31.1M	0.53%	36
2019 Q1	$1.24B	Buy	26,509,632 +2,311,739	+10%	+$108M	0.51%	36
2018 Q4	$1.15B	Buy	24,197,893 +1,442,550	+6%	+$69M	0.52%	31
2018 Q3	$1.05B	Buy	22,755,343 +3,225,719	+17%	+$147M	0.42%	42
2018 Q2	$857M	Sell	19,529,624 -355,100	-2%	-$15.3M	0.37%	50
2018 Q1	$864M	Sell	19,884,724 -478,055	-2%	-$21.5M	0.37%	47
2017 Q4	$934M	Buy	20,362,779 +1,216,160	+6%	+$55.9M	0.38%	46
2017 Q3	$862M	Sell	19,146,619 -963,442	-5%	-$43.8M	0.4%	43
2017 Q2	$902M	Buy	20,110,061 +582,326	+3%	+$25.7M	0.47%	28
2017 Q1	$829M	Buy	19,527,735 +1,678,554	+9%	+$70M	0.45%	35
2016 Q4	$740M	Sell	17,849,181 -277,422	-2%	-$11.5M	0.41%	35
2016 Q3	$767M	Buy	18,126,603 +1,014,865	+6%	+$44.5M	0.46%	33
2016 Q2	$776M	Buy	17,111,738 +748,246	+5%	+$33.8M	0.49%	28
2016 Q1	$759M	Buy	16,363,492 +1,296,424	+9%	+$56.4M	0.51%	20
2015 Q4	$647M	Buy	15,067,068 +4,162,550	+38%	+$177M	0.42%	32
2015 Q3	$437M	Sell	10,904,518 -411,499	-4%	-$16.5M	0.31%	54
2015 Q2	$444M	Sell	11,316,017 -4,617,916	-29%	-$188M	0.3%	62
2015 Q1	$646M	Buy	15,933,933 +331,611	+2%	+$13.9M	0.45%	28
2014 Q4	$659M	Buy	+15,602,322	New	+$666M	0.46%	26

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 Group's KO Position: Q1 2026 in Review

UBS Group increased its Coca-Cola (KO) stake by 19% in Q1 2026, buying an estimated $344M and bringing the position to 29,000,707 shares worth $2.21B. The position accounts for 0.33% of the portfolio, ranked #43.

UBS Group first reported a position in KO in Q4 2014 and has held it in 46 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

UBS Group held 29,000,707 shares of Coca-Cola worth $2.21B as of Q1 2026.
UBS Group bought 4,551,085 Coca-Cola shares in Q1 2026, an estimated $344M.
Coca-Cola made up 0.33% of UBS Group's portfolio in Q1 2026, its #43 holding.
UBS Group first reported a position in Coca-Cola in Q4 2014 and has held it in 46 quarters since.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.