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 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 $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

DecisionPoint Financial's KO Position: Q1 2026 in Review

DecisionPoint Financial reduced its Coca-Cola (KO) stake by 13% in Q1 2026, selling an estimated $1.44K and leaving 127 shares worth $9.66K. The position accounts for ﹤0.01% of the portfolio, ranked #190.

DecisionPoint Financial first reported a position in KO in Q4 2022 and has held it in 14 quarters since. The position peaked at $25.2K in Q3 2024. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

DecisionPoint Financial held 127 shares of Coca-Cola worth $9.66K as of Q1 2026.
DecisionPoint Financial sold 19 Coca-Cola shares in Q1 2026, an estimated $1.44K.
Coca-Cola made up ﹤0.01% of DecisionPoint Financial's portfolio in Q1 2026, its #190 holding.
DecisionPoint Financial first reported a position in Coca-Cola in Q4 2022 and has held it in 14 quarters since.
DecisionPoint Financial's Coca-Cola position peaked at $25.2K in Q3 2024.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on DecisionPoint Financial's 13F filing for Q1 2026, filed 6 May 2026.