Summit Asset Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.4M | Buy |
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|
2025
Q2 | $1.49M | Sell |
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|
2025
Q1 | $1.58M | Hold |
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|
2024
Q4 | $1.37M | Sell |
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|
2024
Q3 | $1.61M | Buy |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.36M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $1.21M | Sell |
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|
2023
Q2 | $1.3M | Buy |
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|
2023
Q1 | $1.34M | Hold |
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|
2022
Q4 | $1.37M | Buy |
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|
2022
Q3 | $1.21M | Sell |
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|
2022
Q2 | $1.36M | Sell |
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|
2022
Q1 | $1.35M | Hold |
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|
2021
Q4 | $1.29M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.15M | Buy |
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|
2021
Q1 | $1.11M | Buy |
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|
2020
Q4 | $1.14M | Sell |
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|
2020
Q3 | $1.04M | Buy |
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|
2020
Q2 | $941K | Buy |
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|
2020
Q1 | $925K | Buy |
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|
2019
Q4 | $1.14M | Buy |
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|
2019
Q3 | $1.12M | Sell |
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|
2019
Q2 | $1.05M | Sell |
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|
2019
Q1 | $977K | Buy |
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|
2018
Q4 | $973K | Buy |
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|
2018
Q3 | $855K | Sell |
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|
2018
Q2 | $813K | Sell |
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|
2018
Q1 | $825K | Hold |
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|
2017
Q4 | $872K | Buy |
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|
2017
Q3 | $854K | Buy |
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|
2017
Q2 | $850K | Sell |
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|
2017
Q1 | $837K | Buy |
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|
2016
Q4 | $809K | Buy |
|
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|
2016
Q3 | $821K | Sell |
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|
2016
Q2 | $894K | Buy |
|
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|
2016
Q1 | $914K | Sell |
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|
2015
Q4 | $852K | Buy |
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|
2015
Q3 | $793K | Buy |
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|
2015
Q2 | $775K | Buy |
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|
2015
Q1 | $780K | Hold |
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|
2014
Q4 | $812K | Buy |
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|
2014
Q3 | $815K | Buy |
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|
2014
Q2 | $741K | Buy |
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|
2014
Q1 | $676K | Hold |
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|
2013
Q4 | $722K | Sell |
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|
2013
Q3 | $696K | Buy |
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|
2013
Q2 | $728K | Buy |
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