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

Summit Place Financial 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 		$1.8M Buy
22,149
+675
+3% +$53.3K 0.79% 49
2026
Q1 		$1.63M Sell
21,474
-2,460
-10% -$186K 0.78% 53
2025
Q4 		$1.67M Buy
23,934
+435
+2% +$30.3K 0.81% 47
2025
Q3 		$1.56M Sell
23,499
-436
-2% -$30K 0.73% 48
2025
Q2 		$1.69M Buy
23,935
+425
+2% +$30.3K 0.85% 45
2025
Q1 		$1.68M Buy
23,510
+900
+4% +$60.1K 0.95% 42
2024
Q4 		$1.41M Buy
22,610
+658
+3% +$43K 0.8% 47
2024
Q3 		$1.58M Sell
21,952
-145
-0.7% -$9.93K 0.88% 45
2024
Q2 		$1.41M Buy
22,097
+143
+0.7% +$8.85K 0.83% 45
2024
Q1 		$1.34M Buy
21,954
+1,535
+8% +$92.2K 0.79% 48
2023
Q4 		$1.2M Buy
20,419
+2,795
+16% +$159K 0.79% 47
2023
Q3 		$987K Sell
17,624
-535
-3% -$32.1K 0.7% 53
2023
Q2 		$1.09M Sell
18,159
-868
-5% -$54K 0.71% 50
2023
Q1 		$1.18M Buy
19,027
+2,270
+14% +$137K 0.84% 46
2022
Q4 		$1.07M Buy
16,757
+925
+6% +$55.8K 0.88% 45
2022
Q3 		$887K Sell
15,832
-225
-1% -$14K 0.82% 47
2022
Q2 		$1.01M Sell
16,057
-400
-2% -$25.4K 0.85% 47
2022
Q1 		$1.02M Sell
16,457
-1,928
-10% -$117K 0.68% 58
2021
Q4 		$1.09M Sell
18,385
-313
-2% -$17.4K 0.75% 50
2021
Q3 		$981K Buy
18,698
+5,966
+47% +$333K 0.72% 51
2021
Q2 		$689K Buy
12,732
+1,070
+9% +$58.2K 0.51% 63
2021
Q1 		$615K Buy
+11,662
New +$587K 0.5% 63

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Summit Place Financial Advisors increased its Coca-Cola (KO) stake by 3.1% in Q2 2026, buying an estimated $53.3K and bringing the position to 22,149 shares worth $1.8M. The position accounts for 0.79% of the portfolio, ranked #49.

Summit Place Financial Advisors first reported a position in KO in Q1 2021 and has held it in 22 quarters since. 1,579 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Summit Place Financial Advisors held 22,149 shares of Coca-Cola worth $1.8M as of Q2 2026.
  • Summit Place Financial Advisors bought 675 Coca-Cola shares in Q2 2026, an estimated $53.3K.
  • Coca-Cola made up 0.79% of Summit Place Financial Advisors's portfolio in Q2 2026, its #49 holding.
  • Summit Place Financial Advisors first reported a position in Coca-Cola in Q1 2021 and has held it in 22 quarters since.
  • 1,579 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Summit Place Financial Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.