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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
2023
Q1 		– Sell
-1,000
Closed -$64K – 1072
2022
Q4 		$64K Buy
+1,000
New +$60.4K ﹤0.01% 666
2022
Q1 		– Sell
-8,500
Closed -$503K – 1231
2021
Q4 		$503K Buy
8,500
+8,459
+20,632% +$471K 0.02% 371
2021
Q3 		$215K Sell
41
-218
-84% -$12.2K 0.02% 620
2021
Q2 		$1.4M Buy
259
+210
+429% +$11.4K 0.12% 193
2021
Q1 		$258K Sell
49
-684
-93% -$34.4K 0.03% 469
2020
Q4 		$4.02M Buy
733
+687
+1,493% +$35.5K 0.34% 75
2020
Q3 		$227K Buy
+46
New +$2.21K 0.02% 307
2020
Q2 		– Sell
-60
Closed -$266K – 450
2020
Q1 		$266K Sell
60
-340
-85% -$18.4K 0.05% 221
2019
Q4 		$2.21M Buy
+400
New +$21.5K 0.17% 128
2019
Q2 		– Sell
-4,113
Closed -$19.3M – 358
2019
Q1 		$19.3M Buy
+4,113
New +$192K 3.52% 7
2017
Q1 		– Sell
-312
Closed -$1.29M – 343
2016
Q4 		$1.29M Buy
+312
New +$13K 0.28% 79
2016
Q1 		– Sell
-800
Closed -$2K – 251
2015
Q4 		$2K Buy
+800
New +$34K ﹤0.01% 258
2015
Q1 		– Sell
-823
Closed -$3K – 530
2014
Q4 		$3K Sell
823
-1,128
-58% -$48.2K ﹤0.01% 519
2014
Q3 		$20K Buy
1,951
+1,296
+198% +$53.6K 0.01% 481
2014
Q2 		$13K Buy
655
+579
+762% +$23.5K ﹤0.01% 388
2014
Q1 		$2K Sell
76
-1,015
-93% -$39.2K ﹤0.01% 350
2013
Q4 		$2K Buy
1,091
+357
+49% +$14.1K ﹤0.01% 431
2013
Q3 		$6K Sell
734
-31
-4% -$1.23K ﹤0.01% 286
2013
Q2 		$16K Buy
+765
New +$31.7K 0.01% 267

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
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.