Summit Financial’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.65M | Buy |
121,322
+7,266
| +6% | +$518K | 0.2% | 93 |
|
|
2025
Q1 | $8.17M | Buy |
114,056
+16,299
| +17% | +$1.17M | 0.23% | 81 |
|
|
2024
Q4 | $6.09M | Buy |
97,757
+10,005
| +11% | +$623K | 0.21% | 89 |
|
|
2024
Q3 | $6.35M | Buy |
87,752
+3,678
| +4% | +$266K | 0.25% | 71 |
|
|
2024
Q2 | $5.39M | Buy |
84,074
+38,853
| +86% | +$2.49M | 0.25% | 66 |
|
|
2024
Q1 | $2.79M | Buy |
45,221
+1,904
| +4% | +$117K | 0.17% | 78 |
|
|
2023
Q4 | $2.55M | Sell |
43,317
-1,514
| -3% | -$89.2K | 0.17% | 84 |
|
|
2023
Q3 | $2.53M | Buy |
44,831
+759
| +2% | +$42.8K | 0.19% | 78 |
|
|
2023
Q2 | $2.67M | Buy |
44,072
+7,159
| +19% | +$434K | 0.19% | 72 |
|
|
2023
Q1 | $2.31M | Buy |
36,913
+2,064
| +6% | +$129K | 0.2% | 53 |
|
|
2022
Q4 | $2.22M | Buy |
34,849
+410
| +1% | +$26.1K | 0.21% | 53 |
|
|
2022
Q3 | $1.94M | Buy |
34,439
+4,990
| +17% | +$282K | 0.18% | 59 |
|
|
2022
Q2 | $1.87M | Sell |
29,449
-1,464
| -5% | -$92.7K | 0.17% | 59 |
|
|
2022
Q1 | $1.93M | Buy |
30,913
+4,202
| +16% | +$262K | 0.15% | 66 |
|
|
2021
Q4 | $1.58M | Buy |
26,711
+8,154
| +44% | +$483K | 0.12% | 72 |
|
|
2021
Q3 | $981K | Buy |
18,557
+10,580
| +133% | +$559K | 0.08% | 84 |
|
|
2021
Q2 | $435K | Buy |
+7,977
| New | +$435K | 0.04% | 99 |
|