UBS Group’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$76.2M Sell
1,002,500
-406,400
-29% -$30.7M 0.01% 1255
2025
Q4
$98.5M Buy
1,408,900
+18,800
+1% +$1.31M 0.02% 1022
2025
Q3
$92.2M Buy
1,390,100
+327,900
+31% +$22.6M 0.01% 1086
2025
Q2
$75.2M Sell
1,062,200
-451,800
-30% -$32.2M 0.01% 1179
2025
Q1
$108M Sell
1,514,000
-701,600
-32% -$46.9M 0.02% 868
2024
Q4
$138M Sell
2,215,600
-570,900
-20% -$37.3M 0.03% 711
2024
Q3
$200M Buy
2,786,500
+1,213,500
+77% +$83.1M 0.04% 414
2024
Q2
$100M Sell
1,573,000
-325,400
-17% -$20.1M 0.02% 651
2024
Q1
$116M Sell
1,898,400
-478,742
-20% -$28.8M 0.03% 580
2023
Q4
$140M Buy
2,377,142
+1,234,642
+108% +$70.1M 0.04% 438
2023
Q3
$64M Buy
1,142,500
+224,000
+24% +$13.4M 0.02% 708
2023
Q2
$55.3M Buy
918,500
+19,400
+2% +$1.21M 0.02% 775
2023
Q1
$55.8M Sell
899,100
-447,300
-33% -$27.1M 0.02% 719
2022
Q4
$85.6M Buy
1,346,400
+105,600
+9% +$6.38M 0.03% 549
2022
Q3
$69.5M Buy
1,240,800
+312,400
+34% +$19.4M 0.03% 550
2022
Q2
$58.4M Buy
928,400
+103,500
+13% +$6.56M 0.02% 649
2022
Q1
$51.1M Sell
824,900
-1,054,800
-56% -$64.1M 0.02% 832
2021
Q4
$111M Buy
1,879,700
+450,852
+32% +$25.1M 0.03% 553
2021
Q3
$75M Sell
1,428,848
-45,000
-3% -$2.51M 0.02% 658
2021
Q2
$79.8M Sell
1,473,848
-524,400
-26% -$28.5M 0.03% 608
2021
Q1
$105M Sell
1,998,248
-4,163,252
-68% -$210M 0.04% 489
2020
Q4
$338M Buy
6,161,500
+4,532,600
+278% +$234M 0.11% 200
2020
Q3
$80.4M Sell
1,628,900
-48,400
-3% -$2.33M 0.03% 460
2020
Q2
$74.9M Sell
1,677,300
-134,900
-7% -$6.21M 0.03% 447
2020
Q1
$80.2M Buy
1,812,200
+561,300
+45% +$30.3M 0.04% 406
2019
Q4
$69.2M Buy
1,250,900
+625,800
+100% +$33.6M 0.02% 591
2019
Q3
$34M Buy
625,100
+75,200
+14% +$4.03M 0.01% 892
2019
Q2
$28M Buy
549,900
+74,700
+16% +$3.66M 0.01% 991
2019
Q1
$22.3M Sell
475,200
-701,900
-60% -$32.8M 0.01% 1087
2018
Q4
$55.7M Buy
1,177,100
+27,300
+2% +$1.31M 0.03% 551
2018
Q3
$53.1M Sell
1,149,800
-752,200
-40% -$34.4M 0.02% 640
2018
Q2
$83.4M Sell
1,902,000
-166,200
-8% -$7.18M 0.04% 450
2018
Q1
$89.8M Buy
2,068,200
+65,900
+3% +$2.96M 0.04% 419
2017
Q4
$91.9M Buy
2,002,300
+1,166,800
+140% +$53.6M 0.04% 434
2017
Q3
$37.6M Sell
835,500
-561,300
-40% -$25.5M 0.02% 748
2017
Q2
$62.6M Buy
1,396,800
+414,900
+42% +$18.3M 0.03% 494
2017
Q1
$41.7M Buy
981,900
+2,100
+0.2% +$87.6K 0.02% 624
2016
Q4
$40.6M Sell
979,800
-70,500
-7% -$2.93M 0.02% 640
2016
Q3
$44.4M Buy
1,050,300
+184,100
+21% +$8.07M 0.03% 562
2016
Q2
$39.3M Buy
866,200
+60,000
+7% +$2.71M 0.02% 597
2016
Q1
$37.4M Sell
806,200
-1,123,000
-58% -$48.9M 0.03% 576
2015
Q4
$82.9M Buy
1,929,200
+147,800
+8% +$6.27M 0.05% 356
2015
Q3
$71.5M Sell
1,781,400
-324,266
-15% -$13M 0.05% 361
2015
Q2
$82.6M Buy
2,105,666
+628,266
+43% +$25.6M 0.05% 356
2015
Q1
$59.9M Buy
1,477,400
+776,116
+111% +$32.5M 0.04% 444
2014
Q4
$29.6M Buy
+701,284
New +$29.9M 0.02% 766

Other funds holding KO

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. 3,553 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.
  • 3,553 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.