Universal-Beteiligungs- und Servicegesellschaft
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Universal-Beteiligungs- und Servicegesellschaft’s Coca-Cola KO Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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 		$254M Sell
3,355,312
-24,471
-0.7% -$1.85M 0.44% 31
2025
Q4 		$236M Sell
3,379,783
-64,047
-2% -$4.46M 0.38% 42
2025
Q3 		$228M Buy
3,443,830
+290,854
+9% +$20M 0.38% 41
2025
Q2 		$223M Sell
3,152,976
-71,335
-2% -$5.08M 0.39% 39
2025
Q1 		$231M Sell
3,224,311
-20,419
-0.6% -$1.36M 0.46% 32
2024
Q4 		$202M Buy
+3,244,730
New +$212M 0.4% 43

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

Universal-Beteiligungs- und Servicegesellschaft's KO Position: Q1 2026 in Review

Universal-Beteiligungs- und Servicegesellschaft reduced its Coca-Cola (KO) stake by 0.72% in Q1 2026, selling an estimated $1.85M and leaving 3,355,312 shares worth $254M. The position accounts for 0.44% of the portfolio, ranked #31.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in KO in Q4 2024 and has held it in 6 quarters since. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Universal-Beteiligungs- und Servicegesellschaft held 3,355,312 shares of Coca-Cola worth $254M as of Q1 2026.
  • Universal-Beteiligungs- und Servicegesellschaft sold 24,471 Coca-Cola shares in Q1 2026, an estimated $1.85M.
  • Coca-Cola made up 0.44% of Universal-Beteiligungs- und Servicegesellschaft's portfolio in Q1 2026, its #31 holding.
  • Universal-Beteiligungs- und Servicegesellschaft first reported a position in Coca-Cola in Q4 2024 and has held it in 6 quarters since.
  • 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q1 2026, filed 11 May 2026.