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

Delta Financial Group’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
2025
Q1 		$811K Sell
11,766
-16
-0.1% -$1.07K 0.19% 88
2024
Q4 		$734K Buy
+11,782
New +$769K 0.17% 97
2024
Q2 		– Sell
-11,861
Closed -$726K – 181
2024
Q1 		$726K Sell
11,861
-515
-4% -$30.9K 0.21% 87
2023
Q4 		$729K Buy
12,376
+327
+3% +$18.6K 0.23% 82
2023
Q3 		$675K Buy
+12,049
New +$723K 0.23% 76
2023
Q2 		– Sell
-9,325
Closed -$578K – 150
2023
Q1 		$578K Sell
9,325
-327
-3% -$19.8K 0.23% 83
2022
Q4 		$620K Buy
+9,652
New +$583K 0.27% 70

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Delta Financial Group's KO Position: Q1 2025 in Review

Delta Financial Group reduced its Coca-Cola (KO) stake by 0.14% in Q1 2025, selling an estimated $1.07K and leaving 11,766 shares worth $811K. The position accounts for 0.19% of the portfolio, ranked #88.

Delta Financial Group first reported a position in KO in Q4 2022 and has held it in 7 quarters since. 3,364 funds tracked by Wall St. Rank hold KO as of Q1 2025.

  • Delta Financial Group held 11,766 shares of Coca-Cola worth $811K as of Q1 2025.
  • Delta Financial Group sold 16 Coca-Cola shares in Q1 2025, an estimated $1.07K.
  • Coca-Cola made up 0.19% of Delta Financial Group's portfolio in Q1 2025, its #88 holding.
  • Delta Financial Group first reported a position in Coca-Cola in Q4 2022 and has held it in 7 quarters since.
  • 3,364 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2025.

Based on Delta Financial Group's 13F filing for Q1 2025, filed 9 May 2025.