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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
Q1 		$598K Buy
7,861
+1,703
+28% +$129K 0.06% 158
2025
Q4 		$431K Buy
+6,158
New +$429K 0.06% 166
2025
Q3 		– Sell
-5,704
Closed -$406K – 381
2025
Q2 		$406K Buy
+5,704
New +$406K 0.1% 148

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 Wealth Group (Colorado)'s KO Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Coca-Cola (KO) stake by 28% in Q1 2026, buying an estimated $129K and bringing the position to 7,861 shares worth $598K. The position accounts for 0.06% of the portfolio, ranked #158.

Summit Wealth Group (Colorado) first reported a position in KO in Q2 2025 and has held it in 3 quarters since. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Summit Wealth Group (Colorado) held 7,861 shares of Coca-Cola worth $598K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 1,703 Coca-Cola shares in Q1 2026, an estimated $129K.
  • Coca-Cola made up 0.06% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #158 holding.
  • Summit Wealth Group (Colorado) first reported a position in Coca-Cola in Q2 2025 and has held it in 3 quarters since.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.