DecisionPoint Financial’s Coca-Cola KO Stock Holding History

DecisionPoint Financial’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 Q2	$9.43K	Sell	116 -11	-9%	-$869	﹤0.01%	206
2026 Q1	$9.66K	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

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

DecisionPoint Financial's KO Position: Q2 2026 in Review

DecisionPoint Financial reduced its Coca-Cola (KO) stake by 8.7% in Q2 2026, selling an estimated $869 and leaving 116 shares worth $9.43K. The position accounts for ﹤0.01% of the portfolio, ranked #206.

DecisionPoint Financial first reported a position in KO in Q4 2022 and has held it in 15 quarters since. The position peaked at $25.2K in Q3 2024. 3,638 funds tracked by Wall St. Rank hold KO as of Q2 2026.

DecisionPoint Financial held 116 shares of Coca-Cola worth $9.43K as of Q2 2026.
DecisionPoint Financial sold 11 Coca-Cola shares in Q2 2026, an estimated $869.
Coca-Cola made up ﹤0.01% of DecisionPoint Financial's portfolio in Q2 2026, its #206 holding.
DecisionPoint Financial first reported a position in Coca-Cola in Q4 2022 and has held it in 15 quarters since.
DecisionPoint Financial's Coca-Cola position peaked at $25.2K in Q3 2024.
3,638 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.