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Coppell Advisory Solutions’s Delek US DK Stock Holding History

Coppell Advisory Solutions’s Portfolio DK Stock Details DK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,254
Closed -$307K – 90
2025
Q4 		$307K Buy
10,254
+984
+11% +$35.1K 0.03% 330
2025
Q3 		$300K Sell
9,270
-1,566
-14% -$40.9K 0.03% 326
2025
Q2 		$230K Sell
10,836
-123
-1% -$2.07K 0.03% 336
2025
Q1 		$150K Sell
10,959
-112,356
-91% -$1.95M 0.02% 326
2024
Q4 		$2.19M Buy
123,315
+21,795
+21% +$390K 0.31% 67
2024
Q3 		$1.92M Buy
101,520
+100,942
+17,464% +$2.14M 0.28% 78
2024
Q2 		$14.3K Buy
+578
New +$16K ﹤0.01% 900
2023
Q4 		$14.9K Buy
+578
New +$15.3K ﹤0.01% 828

Other funds holding DK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Coppell Advisory Solutions's DK Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of Delek US (DK) in Q1 2026, closing a stake of 10,254 shares — an estimated $307K sold.

Coppell Advisory Solutions first reported a position in DK in Q4 2023 and held it in 8 quarters. The position peaked at $2.19M in Q4 2024. 277 funds tracked by Wall St. Rank hold DK as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining Delek US position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 10,254 Delek US shares in Q1 2026, an estimated $307K.
  • Coppell Advisory Solutions first reported a position in Delek US in Q4 2023 and held it in 8 quarters.
  • Coppell Advisory Solutions's Delek US position peaked at $2.19M in Q4 2024.
  • 277 funds tracked by Wall St. Rank held Delek US as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.