SF
KO icon

Summit Financial’s Coca-Cola KO Stock Holding History

Summit Financial’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 		$9.81M Buy
119,934
+2,729
+2% +$216K 0.11% 186
2026
Q1 		$8.97M Sell
117,205
-12,309
-10% -$931K 0.11% 176
2025
Q4 		$9.05M Sell
129,514
-771
-0.6% -$53.7K 0.13% 140
2025
Q3 		$8.64M Buy
130,285
+8,963
+7% +$617K 0.13% 139
2025
Q2 		$8.65M Buy
121,322
+7,266
+6% +$518K 0.2% 93
2025
Q1 		$8.17M Buy
114,056
+16,299
+17% +$1.09M 0.23% 81
2024
Q4 		$6.09M Buy
97,757
+10,005
+11% +$653K 0.21% 89
2024
Q3 		$6.35M Buy
87,752
+3,678
+4% +$252K 0.25% 71
2024
Q2 		$5.39M Buy
84,074
+38,853
+86% +$2.41M 0.25% 66
2024
Q1 		$2.79M Buy
45,221
+1,904
+4% +$114K 0.17% 78
2023
Q4 		$2.55M Sell
43,317
-1,514
-3% -$86K 0.17% 84
2023
Q3 		$2.53M Buy
44,831
+759
+2% +$45.5K 0.19% 78
2023
Q2 		$2.67M Buy
44,072
+7,159
+19% +$445K 0.19% 72
2023
Q1 		$2.31M Buy
36,913
+2,064
+6% +$125K 0.2% 53
2022
Q4 		$2.22M Buy
34,849
+410
+1% +$24.8K 0.21% 53
2022
Q3 		$1.94M Buy
34,439
+4,990
+17% +$310K 0.18% 59
2022
Q2 		$1.87M Sell
29,449
-1,464
-5% -$92.8K 0.17% 59
2022
Q1 		$1.93M Buy
30,913
+4,202
+16% +$256K 0.15% 66
2021
Q4 		$1.58M Buy
26,711
+8,154
+44% +$454K 0.12% 72
2021
Q3 		$981K Buy
18,557
+10,580
+133% +$590K 0.08% 84
2021
Q2 		$435K Buy
+7,977
New +$434K 0.04% 99

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 $3.37T AUM 44.26% 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

Summit Financial's KO Position: Q2 2026 in Review

Summit Financial increased its Coca-Cola (KO) stake by 2.3% in Q2 2026, buying an estimated $216K and bringing the position to 119,934 shares worth $9.81M. The position accounts for 0.11% of the portfolio, ranked #186.

Summit Financial first reported a position in KO in Q2 2021 and has held it in 21 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Summit Financial held 119,934 shares of Coca-Cola worth $9.81M as of Q2 2026.
  • Summit Financial bought 2,729 Coca-Cola shares in Q2 2026, an estimated $216K.
  • Coca-Cola made up 0.11% of Summit Financial's portfolio in Q2 2026, its #186 holding.
  • Summit Financial first reported a position in Coca-Cola in Q2 2021 and has held it in 21 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.