Summit Global Investments’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.44M | Buy |
58,382
+36,904
| +172% | +$2.79M | 0.26% | 51 |
|
|
2025
Q4 | $1.5M | Buy |
+21,478
| New | +$1.5M | 0.09% | 120 |
|
|
2025
Q3 | – | Sell |
-23,503
| Closed | -$1.66M | – | 516 |
|
|
2025
Q2 | $1.66M | Sell |
23,503
-127,283
| -84% | -$9.07M | 0.1% | 129 |
|
|
2025
Q1 | $10.8M | Buy |
150,786
+62,665
| +71% | +$4.19M | 0.79% | 17 |
|
|
2024
Q4 | $5.49M | Sell |
88,121
-50,733
| -37% | -$3.31M | 0.34% | 67 |
|
|
2024
Q3 | $9.98M | Sell |
138,854
-69,992
| -34% | -$4.79M | 0.64% | 37 |
|
|
2024
Q2 | $13.3M | Sell |
208,846
-5,598
| -3% | -$347K | 0.9% | 22 |
|
|
2024
Q1 | $13.1M | Buy |
214,444
+123,019
| +135% | +$7.39M | 0.98% | 23 |
|
|
2023
Q4 | $5.39M | Buy |
91,425
+20,347
| +29% | +$1.16M | 0.35% | 65 |
|
|
2023
Q3 | $3.98M | Sell |
71,078
-20,929
| -23% | -$1.26M | 0.27% | 79 |
|
|
2023
Q2 | $5.54M | Buy |
92,007
+84,797
| +1,176% | +$5.28M | 0.37% | 70 |
|
|
2023
Q1 | $447K | Sell |
7,210
-3,901
| -35% | -$236K | 0.03% | 366 |
|
|
2022
Q4 | $707K | Buy |
11,111
+2,316
| +26% | +$140K | 0.06% | 256 |
|
|
2022
Q3 | $493K | Sell |
8,795
-28,250
| -76% | -$1.76M | 0.05% | 312 |
|
|
2022
Q2 | $2.33M | Sell |
37,045
-27,948
| -43% | -$1.77M | 0.21% | 115 |
|
|
2022
Q1 | $4.03M | Buy |
+64,993
| New | +$3.95M | 0.3% | 89 |
|
|
2021
Q1 | – | Sell |
-60,285
| Closed | -$3.31M | – | 561 |
|
|
2020
Q4 | $3.31M | Buy |
60,285
+7,081
| +13% | +$366K | 0.33% | 71 |
|
|
2020
Q3 | $2.63M | Buy |
53,204
+961
| +2% | +$46.2K | 0.27% | 62 |
|
|
2020
Q2 | $2.33M | Buy |
52,243
+40,282
| +337% | +$1.86M | 0.27% | 62 |
|
|
2020
Q1 | $529K | Sell |
11,961
-2,964
| -20% | -$160K | 0.08% | 167 |
|
|
2019
Q4 | $826K | Buy |
14,925
+1,325
| +10% | +$71.2K | 0.09% | 206 |
|
|
2019
Q3 | $740K | Sell |
13,600
-1,165
| -8% | -$62.4K | 0.09% | 227 |
|
|
2019
Q2 | $752K | Buy |
14,765
+2,305
| +18% | +$113K | 0.09% | 161 |
|
|
2019
Q1 | $584K | Sell |
12,460
-5,070
| -29% | -$237K | 0.07% | 253 |
|
|
2018
Q4 | $830K | Sell |
17,530
-2,300
| -12% | -$110K | 0.13% | 113 |
|
|
2018
Q3 | $916K | Buy |
19,830
+3,050
| +18% | +$139K | 0.12% | 127 |
|
|
2018
Q2 | $736K | Hold |
16,780
| – | – | 0.11% | 130 |
|
|
2018
Q1 | $729K | Buy |
16,780
+1,080
| +7% | +$48.5K | 0.12% | 104 |
|
|
2017
Q4 | $720K | Buy |
+15,700
| New | +$722K | 0.11% | 119 |
|
Other funds holding KO
VCM
VPM
Summit Global Investments's KO Position: Q1 2026 in Review
Summit Global Investments increased its Coca-Cola (KO) stake by 172% in Q1 2026, buying an estimated $2.79M and bringing the position to 58,382 shares worth $4.44M. The position accounts for 0.26% of the portfolio, ranked #51.
Summit Global Investments first reported a position in KO in Q4 2017 and has held it in 29 quarters since. The position peaked at $13.3M in Q2 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Summit Global Investments held 58,382 shares of Coca-Cola worth $4.44M as of Q1 2026.
- Summit Global Investments bought 36,904 Coca-Cola shares in Q1 2026, an estimated $2.79M.
- Coca-Cola made up 0.26% of Summit Global Investments's portfolio in Q1 2026, its #51 holding.
- Summit Global Investments first reported a position in Coca-Cola in Q4 2017 and has held it in 29 quarters since.
- Summit Global Investments's Coca-Cola position peaked at $13.3M in Q2 2024.
- 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.