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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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Summit Securities Group's KO Position: Q2 2026 in Review

Summit Securities Group sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 1,766 shares — an estimated $134K sold.

Summit Securities Group first reported a position in KO in Q2 2013 and held it in 38 quarters. The position peaked at $8.98M in Q3 2014. 3,635 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Summit Securities Group reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
  • Summit Securities Group sold 1,766 Coca-Cola shares in Q2 2026, an estimated $134K.
  • Summit Securities Group first reported a position in Coca-Cola in Q2 2013 and held it in 38 quarters.
  • Summit Securities Group's Coca-Cola position peaked at $8.98M in Q3 2014.
  • 3,635 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.