Zurich Insurance Group’s Coca-Cola KO Stock Holding History

Zurich Insurance 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	$101M	Buy	1,324,627 +273,019	+26%	+$20.6M	0.79%	22
2025 Q4	$73.5M	Buy	+1,051,608	New	+$73.3M	0.51%	46
2025 Q2	–	Sell	-886,995	Closed	-$63.5M	–	278
2025 Q1	$63.5M	Buy	+886,995	New	+$59.2M	0.51%	62
2023 Q2	–	Sell	-824,218	Closed	-$51.1M	–	256
2023 Q1	$51.1M	Sell	824,218 -1,480,730	-64%	-$89.7M	0.64%	60
2022 Q4	$147M	Buy	2,304,948 +301,934	+15%	+$18.2M	2.1%	7
2022 Q3	$112M	Buy	2,003,014 +96,691	+5%	+$6.01M	1.75%	11
2022 Q2	$120M	Buy	1,906,323 +393,753	+26%	+$25M	1.78%	8
2022 Q1	$93.8M	Buy	+1,512,570	New	+$92M	1.16%	28
2020 Q1	–	Sell	-873,762	Closed	-$48.4M	–	225
2019 Q4	$48.4M	Buy	873,762 +159,201	+22%	+$8.56M	0.87%	35
2019 Q3	$38.9M	Sell	714,561 -48,314	-6%	-$2.59M	0.74%	27
2019 Q2	$38.8M	Sell	762,875 -44,812	-6%	-$2.2M	0.77%	24
2019 Q1	$37.8M	Buy	807,687 +203,472	+34%	+$9.52M	0.81%	27
2018 Q4	$28.6M	Sell	604,215 -181,038	-23%	-$8.66M	0.69%	36
2018 Q3	$36.3M	Sell	785,253 -71,184	-8%	-$3.25M	0.77%	28
2018 Q2	$37.6M	Buy	856,437 +198,756	+30%	+$8.58M	0.85%	20
2018 Q1	$28.6M	Sell	657,681 -31,650	-5%	-$1.42M	0.66%	30
2017 Q4	$31.6M	Buy	689,331 +67,109	+11%	+$3.08M	0.74%	28
2017 Q3	$28M	Buy	622,222 +8,120	+1%	+$369K	0.77%	27
2017 Q2	$27.5M	Sell	614,102 -6,660	-1%	-$294K	0.78%	27
2017 Q1	$26.3M	Buy	620,762 +24,643	+4%	+$1.03M	0.76%	28
2016 Q4	$24.7M	Buy	596,119 +101,753	+21%	+$4.23M	0.78%	29
2016 Q3	$20.9M	Sell	494,366 -59,404	-11%	-$2.6M	0.7%	31
2016 Q2	$25.1M	Sell	553,770 -20,745	-4%	-$937K	0.88%	24
2016 Q1	$26.7M	Sell	574,515 -67,667	-11%	-$2.94M	0.95%	24
2015 Q4	$27.6M	Sell	642,182 -23,138	-3%	-$982K	0.99%	26
2015 Q3	$26.7M	Buy	+665,320	New	+$26.6M	0.98%	27

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

Zurich Insurance Group's KO Position: Q1 2026 in Review

Zurich Insurance Group increased its Coca-Cola (KO) stake by 26% in Q1 2026, buying an estimated $20.6M and bringing the position to 1,324,627 shares worth $101M. The position accounts for 0.79% of the portfolio, ranked #22.

Zurich Insurance Group first reported a position in KO in Q3 2015 and has held it in 26 quarters since. The position peaked at $147M in Q4 2022. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Zurich Insurance Group held 1,324,627 shares of Coca-Cola worth $101M as of Q1 2026.
Zurich Insurance Group bought 273,019 Coca-Cola shares in Q1 2026, an estimated $20.6M.
Coca-Cola made up 0.79% of Zurich Insurance Group's portfolio in Q1 2026, its #22 holding.
Zurich Insurance Group first reported a position in Coca-Cola in Q3 2015 and has held it in 26 quarters since.
Zurich Insurance Group's Coca-Cola position peaked at $147M in Q4 2022.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Zurich Insurance Group's 13F filing for Q1 2026, filed 15 May 2026.