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Koss-Olinger Consulting’s DaVita DVA Stock Holding History

Koss-Olinger Consulting’s Portfolio DVA Stock Details DVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$901K Sell
4,049
-149
-4% -$27.1K 0.07% 64
2026
Q1 		$645K Sell
4,198
-40
-0.9% -$5.42K 0.05% 135
2025
Q4 		$481K Hold
4,238
– – 0.04% 170
2025
Q3 		$604K Hold
4,238
– – 0.05% 171
2025
Q2 		$604K Sell
4,238
-2
-0% -$283 0.05% 176
2025
Q1 		$649K Buy
+4,240
New +$666K 0.05% 154
2024
Q4 		– Sell
-4,266
Closed -$699K – 216
2024
Q3 		$699K Hold
4,266
– – 0.06% 123
2024
Q2 		$591K Buy
+4,266
New +$588K 0.05% 127
2024
Q1 		– Sell
-8,270
Closed -$866K – 113
2023
Q4 		$866K Sell
8,270
-8,875
-52% -$820K 0.09% 107
2023
Q3 		$1.62M Sell
17,145
-3,331
-16% -$340K 0.24% 54
2023
Q2 		$2.06M Buy
20,476
+791
+4% +$73.4K 0.24% 42
2023
Q1 		$1.6M Sell
19,685
-25
-0.1% -$2K 0.2% 57
2022
Q4 		$1.47M Buy
19,710
+12,060
+158% +$937K 0.21% 52
2022
Q3 		$633K Buy
7,650
+3,764
+97% +$330K 0.11% 82
2022
Q2 		$311K Hold
3,886
– – 0.06% 126
2022
Q1 		$440K Sell
3,886
-35
-0.9% -$3.93K 0.07% 109
2021
Q4 		$446K Sell
3,921
-430
-10% -$46.2K 0.07% 121
2021
Q3 		$506K Sell
4,351
-172
-4% -$21.5K 0.08% 113
2021
Q2 		$545K Hold
4,523
– – 0.08% 123
2021
Q1 		$487K Buy
+4,523
New +$503K 0.08% 129

Other funds holding DVA

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Koss-Olinger Consulting's DVA Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its DaVita (DVA) stake by 3.5% in Q2 2026, selling an estimated $27.1K and leaving 4,049 shares worth $901K. The position accounts for 0.07% of the portfolio, ranked #64.

Koss-Olinger Consulting first reported a position in DVA in Q1 2021 and has held it in 20 quarters since. The position peaked at $2.06M in Q2 2023. 631 funds tracked by Wall St. Rank hold DVA as of Q2 2026.

  • Koss-Olinger Consulting held 4,049 shares of DaVita worth $901K as of Q2 2026.
  • Koss-Olinger Consulting sold 149 DaVita shares in Q2 2026, an estimated $27.1K.
  • DaVita made up 0.07% of Koss-Olinger Consulting's portfolio in Q2 2026, its #64 holding.
  • Koss-Olinger Consulting first reported a position in DaVita in Q1 2021 and has held it in 20 quarters since.
  • Koss-Olinger Consulting's DaVita position peaked at $2.06M in Q2 2023.
  • 631 funds tracked by Wall St. Rank held DaVita as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.