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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
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 $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Delta Investment Management's KO Position: Q1 2026 in Review

Delta Investment Management increased its Coca-Cola (KO) stake by 0.04% in Q1 2026, buying an estimated $302 and bringing the position to 9,983 shares worth $759K. The position accounts for 0.14% of the portfolio, ranked #110.

Delta Investment Management first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Delta Investment Management held 9,983 shares of Coca-Cola worth $759K as of Q1 2026.
  • Delta Investment Management bought 4 Coca-Cola shares in Q1 2026, an estimated $302.
  • Coca-Cola made up 0.14% of Delta Investment Management's portfolio in Q1 2026, its #110 holding.
  • Delta Investment Management first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Delta Investment Management's 13F filing for Q1 2026, filed 13 May 2026.