Consolidated Planning Corp
DAL icon

Consolidated Planning Corp’s Delta Air Lines DAL Stock Holding History

Consolidated Planning Corp’s Portfolio DAL Stock Details DAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$211K Buy
2,523
+165
+7% +$14K 0.03% 178
2026
Q2 		$221K Buy
+2,358
New +$178K 0.03% 147
2021
Q4 		– Sell
-339
Closed -$14K – 152
2021
Q3 		$14K Buy
+339
New +$13.8K 0.01% 280

Other funds holding DAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $179B AUM 29.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Consolidated Planning Corp's DAL Position: Q3 2026 in Review

Consolidated Planning Corp increased its Delta Air Lines (DAL) stake by 7% in Q3 2026, buying an estimated $14K and bringing the position to 2,523 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #178.

Consolidated Planning Corp first reported a position in DAL in Q3 2021 and has held it in 3 quarters since. The position peaked at $221K in Q2 2026. 949 funds tracked by Wall St. Rank hold DAL as of Q3 2026.

  • Consolidated Planning Corp held 2,523 shares of Delta Air Lines worth $211K as of Q3 2026.
  • Consolidated Planning Corp bought 165 Delta Air Lines shares in Q3 2026, an estimated $14K.
  • Delta Air Lines made up 0.03% of Consolidated Planning Corp's portfolio in Q3 2026, its #178 holding.
  • Consolidated Planning Corp first reported a position in Delta Air Lines in Q3 2021 and has held it in 3 quarters since.
  • Consolidated Planning Corp's Delta Air Lines position peaked at $221K in Q2 2026.
  • 949 funds tracked by Wall St. Rank held Delta Air Lines as of Q3 2026.

Based on Consolidated Planning Corp's 13F filing for Q3 2026, filed 21 Oct 2026.