Delta Financial Advisors’s Coca-Cola KO Stock Holding History

Delta Financial 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	$1.46M	Buy	19,231 +1,605	+9%	+$121K	0.38%	72
2025 Q4	$1.23M	Buy	17,626 +3,579	+25%	+$250K	0.32%	84
2025 Q3	$932K	Buy	14,047 +1,593	+13%	+$110K	0.26%	86
2025 Q2	$881K	Sell	12,454 -334	-3%	-$23.8K	0.31%	73
2025 Q1	$916K	Hold	12,788	–	–	0.34%	72
2024 Q4	$796K	Buy	12,788 +64	+0.5%	+$4.18K	0.3%	78
2024 Q3	$914K	Buy	12,724 +35	+0.3%	+$2.4K	0.33%	80
2024 Q2	$808K	Buy	12,689 +35	+0.3%	+$2.17K	0.31%	76
2024 Q1	$774K	Hold	12,654	–	–	0.31%	78
2023 Q4	$746K	Sell	12,654 -1,839	-13%	-$104K	0.32%	78
2023 Q3	$811K	Buy	14,493 +33	+0.2%	+$1.98K	0.37%	78
2023 Q2	$871K	Buy	14,460 +1,388	+11%	+$86.3K	0.38%	76
2023 Q1	$811K	Sell	13,072 -100	-0.8%	-$6.05K	0.39%	76
2022 Q4	$838K	Buy	13,172 +63	+0.5%	+$3.8K	0.41%	75
2022 Q3	$734K	Sell	13,109 -226	-2%	-$14K	0.39%	78
2022 Q2	$839K	Sell	13,335 -137	-1%	-$8.68K	0.42%	78
2022 Q1	$835K	Hold	13,472	–	–	0.36%	80
2021 Q4	$798K	Sell	13,472 -237	-2%	-$13.2K	0.33%	81
2021 Q3	$719K	Buy	13,709 +32	+0.2%	+$1.78K	0.32%	84
2021 Q2	$740K	Buy	13,677 +32	+0.2%	+$1.74K	0.33%	83
2021 Q1	$719K	Hold	13,645	–	–	0.34%	83
2020 Q4	$748K	Sell	13,645 -73	-0.5%	-$3.77K	0.37%	81
2020 Q3	$677K	Buy	13,718 +37	+0.3%	+$1.78K	0.37%	81
2020 Q2	$611K	Sell	13,681 -78	-0.6%	-$3.59K	0.36%	80
2020 Q1	$609K	Sell	13,759 -1,843	-12%	-$99.5K	0.42%	75
2019 Q4	$864K	Sell	15,602 -43	-0.3%	-$2.31K	0.34%	80
2019 Q3	$852K	Buy	15,645 +27	+0.2%	+$1.45K	0.35%	85
2019 Q2	$795K	Buy	+15,618	New	+$765K	0.33%	85

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

Delta Financial Advisors's KO Position: Q1 2026 in Review

Delta Financial Advisors increased its Coca-Cola (KO) stake by 9.1% in Q1 2026, buying an estimated $121K and bringing the position to 19,231 shares worth $1.46M. The position accounts for 0.38% of the portfolio, ranked #72.

Delta Financial Advisors first reported a position in KO in Q2 2019 and has held it in 28 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Delta Financial Advisors held 19,231 shares of Coca-Cola worth $1.46M as of Q1 2026.
Delta Financial Advisors bought 1,605 Coca-Cola shares in Q1 2026, an estimated $121K.
Coca-Cola made up 0.38% of Delta Financial Advisors's portfolio in Q1 2026, its #72 holding.
Delta Financial Advisors first reported a position in Coca-Cola in Q2 2019 and has held it in 28 quarters since.
3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Delta Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.