Summit Securities Group’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 | $134K | Sell |
1,766
-2,397
| -58% | -$181K | 0.02% | 255 |
|
|
2025
Q4 | $291K | Sell |
4,163
-4,037
| -49% | -$281K | 0.04% | 263 |
|
|
2025
Q3 | $544K | Buy |
8,200
+5,930
| +261% | +$408K | 0.11% | 163 |
|
|
2025
Q2 | $161K | Buy |
+2,270
| New | +$162K | 0.03% | 284 |
|
|
2024
Q2 | – | Sell |
-4,900
| Closed | -$300K | – | 677 |
|
|
2024
Q1 | $300K | Buy |
+4,900
| New | +$294K | 0.05% | 130 |
|
|
2023
Q3 | – | Sell |
-5,374
| Closed | -$324K | – | 814 |
|
|
2023
Q2 | $324K | Sell |
5,374
-1,037
| -16% | -$64.5K | 0.04% | 173 |
|
|
2023
Q1 | $398K | Sell |
6,411
-1,853
| -22% | -$112K | 0.03% | 159 |
|
|
2022
Q4 | $526K | Buy |
8,264
+3,020
| +58% | +$182K | 0.02% | 233 |
|
|
2022
Q3 | $294K | Sell |
5,244
-12,294
| -70% | -$764K | 0.02% | 348 |
|
|
2022
Q2 | $1.1M | Buy |
17,538
+10,835
| +162% | +$687K | 0.14% | 114 |
|
|
2022
Q1 | $416K | Buy |
6,703
+203
| +3% | +$12.3K | 0.05% | 249 |
|
|
2021
Q4 | $385K | Buy |
6,500
+695
| +12% | +$38.7K | 0.02% | 429 |
|
|
2021
Q3 | $305K | Sell |
5,805
-25,306
| -81% | -$1.41M | 0.02% | 527 |
|
|
2021
Q2 | $1.68M | Buy |
31,111
+22,311
| +254% | +$1.21M | 0.14% | 161 |
|
|
2021
Q1 | $464K | Sell |
8,800
-85,400
| -91% | -$4.3M | 0.05% | 337 |
|
|
2020
Q4 | $5.17M | Buy |
94,200
+81,700
| +654% | +$4.22M | 0.44% | 57 |
|
|
2020
Q3 | $617K | Buy |
12,500
+3,500
| +39% | +$168K | 0.06% | 205 |
|
|
2020
Q2 | $402K | Buy |
+9,000
| New | +$415K | 0.05% | 265 |
|
|
2020
Q1 | – | Sell |
-85,900
| Closed | -$4.64M | – | 389 |
|
|
2019
Q4 | $4.75M | Buy |
85,900
+74,600
| +660% | +$4.01M | 0.36% | 64 |
|
|
2019
Q3 | $615K | Buy |
11,300
+5,600
| +98% | +$300K | 0.05% | 174 |
|
|
2019
Q2 | $290K | Sell |
5,700
-32,793
| -85% | -$1.61M | 0.03% | 264 |
|
|
2019
Q1 | $1.8M | Buy |
38,493
+26,293
| +216% | +$1.23M | 0.33% | 56 |
|
|
2018
Q4 | $578K | Buy |
+12,200
| New | +$584K | 0.05% | 188 |
|
|
2018
Q3 | – | Sell |
-8,700
| Closed | -$382K | – | 237 |
|
|
2018
Q2 | $382K | Buy |
8,700
+2,300
| +36% | +$99.3K | 0.06% | 154 |
|
|
2018
Q1 | $278K | Buy |
+6,400
| New | +$287K | 0.07% | 119 |
|
|
2017
Q1 | – | Sell |
-32,100
| Closed | -$1.33M | – | 342 |
|
|
2016
Q4 | $1.33M | Buy |
+32,100
| New | +$1.34M | 0.29% | 76 |
|
|
2016
Q3 | – | Sell |
-12,100
| Closed | -$530K | – | 224 |
|
|
2016
Q2 | $548K | Buy |
+12,100
| New | +$547K | 0.29% | 79 |
|
|
2016
Q1 | – | Sell |
-64,700
| Closed | -$2.82M | – | 250 |
|
|
2015
Q4 | $2.78M | Buy |
64,700
+64,675
| +258,700% | +$2.74M | 0.9% | 20 |
|
|
2015
Q3 | $1K | Sell |
25
-575
| -96% | -$23K | ﹤0.01% | 328 |
|
|
2015
Q2 | $24K | Sell |
600
-1,098
| -65% | -$44.7K | 0.01% | 292 |
|
|
2015
Q1 | $69K | Sell |
1,698
-57,719
| -97% | -$2.41M | 0.05% | 144 |
|
|
2014
Q4 | $2.51M | Sell |
59,417
-151,083
| -72% | -$6.45M | 0.72% | 24 |
|
|
2014
Q3 | $8.98M | Buy |
210,500
+108,300
| +106% | +$4.48M | 2.6% | 7 |
|
|
2014
Q2 | $4.33M | Buy |
102,200
+94,600
| +1,245% | +$3.84M | 1.48% | 15 |
|
|
2014
Q1 | $294K | Sell |
7,600
-76,200
| -91% | -$2.94M | 0.18% | 71 |
|
|
2013
Q4 | $3.46M | Buy |
83,800
+19,700
| +31% | +$777K | 0.6% | 32 |
|
|
2013
Q3 | $2.43M | Sell |
64,100
-13,800
| -18% | -$545K | 0.83% | 24 |
|
|
2013
Q2 | $3.13M | Buy |
+77,900
| New | +$3.23M | 1.49% | 16 |
|
Other funds holding KO
VCM
VPM
Summit Securities Group's KO Position: Q1 2026 in Review
Summit Securities Group reduced its Coca-Cola (KO) stake by 58% in Q1 2026, selling an estimated $181K and leaving 1,766 shares worth $134K. The position accounts for 0.02% of the portfolio, ranked #255.
Summit Securities Group first reported a position in KO in Q2 2013 and has held it in 38 quarters since. The position peaked at $8.98M in Q3 2014. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.
- Summit Securities Group held 1,766 shares of Coca-Cola worth $134K as of Q1 2026.
- Summit Securities Group sold 2,397 Coca-Cola shares in Q1 2026, an estimated $181K.
- Coca-Cola made up 0.02% of Summit Securities Group's portfolio in Q1 2026, its #255 holding.
- Summit Securities Group first reported a position in Coca-Cola in Q2 2013 and has held it in 38 quarters since.
- Summit Securities Group's Coca-Cola position peaked at $8.98M in Q3 2014.
- 3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.