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Delta Investment Management’s Coca-Cola KO Stock Holding History

Delta Investment Management’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 		$812K Buy
9,991
+8
+0.1% +$632 0.13% 119
2026
Q1 		$759K Buy
9,983
+4
+0% +$302 0.14% 110
2025
Q4 		$698K Sell
9,979
-280
-3% -$19.5K 0.12% 127
2025
Q3 		$680K Buy
10,259
+2,803
+38% +$193K 0.12% 117
2025
Q2 		$528K Buy
7,456
+644
+9% +$45.9K 0.1% 128
2025
Q1 		$488K Buy
6,812
+793
+13% +$53K 0.1% 127
2024
Q4 		$375K Sell
6,019
-1,085
-15% -$70.8K 0.07% 165
2024
Q3 		$511K Sell
7,104
-10
-0.1% -$685 0.1% 119
2024
Q2 		$453K Buy
7,114
+283
+4% +$17.5K 0.1% 124
2024
Q1 		$418K Hold
6,831
– – 0.09% 134
2023
Q4 		$403K Buy
6,831
+10
+0.1% +$568 0.1% 124
2023
Q3 		$382K Hold
6,821
– – 0.11% 109
2023
Q2 		$411K Hold
6,821
– – 0.11% 108
2023
Q1 		$423K Sell
6,821
-22
-0.3% -$1.33K 0.12% 101
2022
Q4 		$435K Buy
6,843
+22
+0.3% +$1.33K 0.14% 101
2022
Q3 		$382K Buy
6,821
+60
+0.9% +$3.73K 0.17% 94
2022
Q2 		$425K Hold
6,761
– – 0.19% 83
2022
Q1 		$419K Buy
6,761
+40
+0.6% +$2.43K 0.12% 85
2021
Q4 		$398K Hold
6,721
– – 0.11% 117
2021
Q3 		$353K Sell
6,721
-150
-2% -$8.36K 0.11% 122
2021
Q2 		$372K Hold
6,871
– – 0.11% 123
2021
Q1 		$362K Hold
6,871
– – 0.12% 115
2020
Q4 		$376K Sell
6,871
-1,000
-13% -$51.7K 0.12% 125
2020
Q3 		$388K Hold
7,871
– – 0.21% 75
2020
Q2 		$351K Buy
7,871
+1,058
+16% +$48.7K 0.15% 95
2020
Q1 		$301K Sell
6,813
-2,750
-29% -$149K 0.23% 58
2019
Q4 		$529K Buy
+9,563
New +$514K 0.19% 71

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Delta Investment Management's KO Position: Q2 2026 in Review

Delta Investment Management increased its Coca-Cola (KO) stake by 0.08% in Q2 2026, buying an estimated $632 and bringing the position to 9,991 shares worth $812K. The position accounts for 0.13% of the portfolio, ranked #119.

Delta Investment Management first reported a position in KO in Q4 2019 and has held it in 27 quarters since. 3,647 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Delta Investment Management held 9,991 shares of Coca-Cola worth $812K as of Q2 2026.
  • Delta Investment Management bought 8 Coca-Cola shares in Q2 2026, an estimated $632.
  • Coca-Cola made up 0.13% of Delta Investment Management's portfolio in Q2 2026, its #119 holding.
  • Delta Investment Management first reported a position in Coca-Cola in Q4 2019 and has held it in 27 quarters since.
  • 3,647 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Delta Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.