Summit Securities Group’s Coca-Cola KO Stock Holding History

Summit Securities Group’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
2022 Q1	–	Sell	-7,000	Closed	-$414K	–	1230
2021 Q4	$414K	Buy	+7,000	New	+$390K	0.02%	415
2021 Q2	–	Sell	-50	Closed	-$264K	–	779
2021 Q1	$264K	Sell	50 -154	-75%	-$7.75K	0.03%	464
2020 Q4	$1.12M	Buy	+204	New	+$10.5K	0.09%	225
2020 Q2	–	Sell	-60	Closed	-$266K	–	449
2020 Q1	$266K	Buy	+60	New	+$3.24K	0.05%	220
2019 Q1	–	Sell	-316	Closed	-$1.5M	–	290
2018 Q4	$1.5M	Buy	+316	New	+$15.1K	0.13%	101
2017 Q4	–	Sell	-155	Closed	-$698K	–	224
2017 Q3	$698K	Buy	+155	New	+$7.05K	0.12%	84
2016 Q4	–	Sell	-395	Closed	-$1.67M	–	294
2016 Q3	$1.67M	Buy	395 +109	+38%	+$4.78K	0.56%	30
2016 Q2	$377K	Buy	286 +37	+15%	+$1.67K	0.2%	121
2016 Q1	$409K	Buy	+249	New	+$10.8K	0.29%	78

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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. 3,553 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.
3,553 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.