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Summit Financial Wealth Advisors’s Coca-Cola KO Stock Holding History

Summit Financial Wealth Advisors’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 		$572K Buy
7,039
+902
+15% +$71.2K 0.07% 116
2026
Q1 		$467K Buy
6,137
+33
+0.5% +$2.5K 0.07% 122
2025
Q4 		$427K Sell
6,104
-240
-4% -$16.7K 0.06% 123
2025
Q3 		$424K Sell
6,344
-55
-0.9% -$3.79K 0.07% 115
2025
Q2 		$453K Buy
6,399
+73
+1% +$5.2K 0.08% 103
2025
Q1 		$453K Hold
6,326
– – 0.09% 96
2024
Q4 		$401K Buy
6,326
+178
+3% +$11.6K 0.08% 101
2024
Q3 		$442K Sell
6,148
-8
-0.1% -$548 0.08% 93
2024
Q2 		$392K Sell
6,156
-1,023
-14% -$63.3K 0.08% 91
2024
Q1 		$439K Buy
7,179
+1,383
+24% +$83.1K 0.09% 86
2023
Q4 		$342K Buy
5,796
+1,422
+33% +$80.8K 0.08% 94
2023
Q3 		$250K Buy
4,374
+531
+14% +$31.8K 0.06% 106
2023
Q2 		$231K Buy
3,843
+2
+0.1% +$124 0.05% 111
2023
Q1 		$238K Sell
3,841
-5
-0.1% -$303 0.06% 115
2022
Q4 		$245K Buy
3,846
+357
+10% +$21.6K 0.06% 116
2022
Q3 		$208K Sell
3,489
-387
-10% -$24.1K 0.06% 113
2022
Q2 		$241K Buy
3,876
+388
+11% +$24.6K 0.06% 115
2022
Q1 		$216K Sell
3,488
-432
-11% -$26.3K 0.04% 118
2021
Q4 		$236K Buy
3,920
+4
+0.1% +$223 0.05% 122
2021
Q3 		$205K Buy
+3,916
New +$218K 0.05% 120
2015
Q1 		– Sell
-250
Closed -$11K – 246
2014
Q4 		$11K Buy
+250
New +$10.7K 0.01% 200

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Summit Financial Wealth Advisors's KO Position: Q2 2026 in Review

Summit Financial Wealth Advisors increased its Coca-Cola (KO) stake by 15% in Q2 2026, buying an estimated $71.2K and bringing the position to 7,039 shares worth $572K. The position accounts for 0.07% of the portfolio, ranked #116.

Summit Financial Wealth Advisors first reported a position in KO in Q4 2014 and has held it in 21 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Summit Financial Wealth Advisors held 7,039 shares of Coca-Cola worth $572K as of Q2 2026.
  • Summit Financial Wealth Advisors bought 902 Coca-Cola shares in Q2 2026, an estimated $71.2K.
  • Coca-Cola made up 0.07% of Summit Financial Wealth Advisors's portfolio in Q2 2026, its #116 holding.
  • Summit Financial Wealth Advisors first reported a position in Coca-Cola in Q4 2014 and has held it in 21 quarters since.
  • 1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Summit Financial Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.