DecisionPoint Financial’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
Q3
$77.6K Buy
901
+785
+677% +$68.1K 0.01% 112
2026
Q2
$9.43K Sell
116
-11
-9% -$869 ﹤0.01% 206
2026
Q1
$9.7K Sell
127
-19
-13% -$1.44K ﹤0.01% 190
2025
Q4
$10.2K Buy
146
+119
+441% +$8.3K ﹤0.01% 197
2025
Q3
$1.8K Hold
27
– – ﹤0.01% 249
2025
Q2
$1.94K Sell
27
-323
-92% -$23K ﹤0.01% 237
2025
Q1
$25.1K Hold
350
– – 0.01% 111
2024
Q4
$21.8K Hold
350
– – 0.01% 122
2024
Q3
$25.2K Hold
350
– – 0.01% 114
2024
Q2
$23.4K Hold
350
– – 0.01% 117
2024
Q1
$21.6K Hold
350
– – 0.01% 119
2023
Q4
$20.6K Hold
350
– – 0.01% 106
2023
Q3
$19.6K Hold
350
– – 0.01% 98
2023
Q2
$21.1K Hold
350
– – 0.01% 97
2023
Q1
$21.7K Hold
350
– – 0.01% 87
2022
Q4
$22.3K Buy
+350
New +$21.1K 0.01% 82

Other funds holding KO

DecisionPoint Financial's KO Position: Q3 2026 in Review

DecisionPoint Financial increased its Coca-Cola (KO) stake by 677% in Q3 2026, buying an estimated $68.1K and bringing the position to 901 shares worth $77.6K. The position accounts for 0.01% of the portfolio, ranked #112.

DecisionPoint Financial first reported a position in KO in Q4 2022 and has held it in 16 quarters since. 1,423 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • DecisionPoint Financial held 901 shares of Coca-Cola worth $77.6K as of Q3 2026.
  • DecisionPoint Financial bought 785 Coca-Cola shares in Q3 2026, an estimated $68.1K.
  • Coca-Cola made up 0.01% of DecisionPoint Financial's portfolio in Q3 2026, its #112 holding.
  • DecisionPoint Financial first reported a position in Coca-Cola in Q4 2022 and has held it in 16 quarters since.
  • 1,423 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on DecisionPoint Financial's 13F filing for Q3 2026, filed 27 Oct 2026.