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Summit Wealth Group (Colorado)’s Coca-Cola KO Stock Holding History

Summit Wealth Group (Colorado)’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 		$845K Buy
10,399
+2,538
+32% +$200K 0.07% 146
2026
Q1 		$598K Buy
7,861
+1,703
+28% +$129K 0.06% 158
2025
Q4 		$431K Sell
6,158
-13,399
-69% -$934K 0.06% 166
2025
Q3 		$1.09M Buy
19,557
+13,853
+243% +$953K 0.12% 150
2025
Q2 		$406K Buy
+5,704
New +$406K 0.1% 148

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 Wealth Group (Colorado)'s KO Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Coca-Cola (KO) stake by 32% in Q2 2026, buying an estimated $200K and bringing the position to 10,399 shares worth $845K. The position accounts for 0.07% of the portfolio, ranked #146.

Summit Wealth Group (Colorado) first reported a position in KO in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.09M in Q3 2025. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Summit Wealth Group (Colorado) held 10,399 shares of Coca-Cola worth $845K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 2,538 Coca-Cola shares in Q2 2026, an estimated $200K.
  • Coca-Cola made up 0.07% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #146 holding.
  • Summit Wealth Group (Colorado) first reported a position in Coca-Cola in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Coca-Cola position peaked at $1.09M in Q3 2025.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.