Delos Wealth Advisors’s Coca-Cola KO Stock Holding History

Delos Wealth Advisors’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	$342K	Hold	4,500	–	–	0.2%	60
2025 Q4	$315K	Hold	4,500	–	–	0.21%	46
2025 Q3	$298K	Hold	4,500	–	–	0.2%	49
2025 Q2	$318K	Hold	4,500	–	–	0.25%	45
2025 Q1	$322K	Hold	4,500	–	–	0.26%	47
2024 Q4	$280K	Hold	4,500	–	–	0.22%	46
2024 Q3	$323K	Sell	4,500 -8	-0.2%	-$548	0.28%	47
2024 Q2	$287K	Buy	4,508 +4,500	+56,250%	+$279K	0.28%	47
2024 Q1	$490	Hold	8	–	–	﹤0.01%	301
2023 Q4	$472	Sell	8 -270	-97%	-$15.3K	﹤0.01%	262
2023 Q3	$16.6K	Hold	278	–	–	0.02%	117
2023 Q2	$16.7K	Hold	278	–	–	0.02%	109
2023 Q1	$17.2K	Hold	278	–	–	0.02%	105
2022 Q4	$17.7K	Hold	278	–	–	0.03%	102
2022 Q3	$16K	Buy	278 +8	+3%	+$497	0.02%	101
2022 Q2	$17K	Hold	270	–	–	0.02%	102
2022 Q1	$17K	Sell	270 -217	-45%	-$13.2K	0.02%	125
2021 Q4	$29K	Buy	487 +477	+4,770%	+$26.6K	0.03%	107
2021 Q3	$1K	Buy	+10	New	+$557	﹤0.01%	182

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

Delos Wealth Advisors's KO Position: Q1 2026 in Review

Delos Wealth Advisors held its Coca-Cola (KO) position steady in Q1 2026 at 4,500 shares worth $342K. The position accounts for 0.2% of the portfolio, ranked #60.

Delos Wealth Advisors first reported a position in KO in Q3 2021 and has held it in 19 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Delos Wealth Advisors held 4,500 shares of Coca-Cola worth $342K as of Q1 2026.
Delos Wealth Advisors left its Coca-Cola share count unchanged in Q1 2026.
Coca-Cola made up 0.2% of Delos Wealth Advisors's portfolio in Q1 2026, its #60 holding.
Delos Wealth Advisors first reported a position in Coca-Cola in Q3 2021 and has held it in 19 quarters since.
3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Delos Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.