SWP
KO icon

Summit Wealth Partners’s Coca-Cola KO Stock Holding History

Summit Wealth Partners’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 		$1.16M Buy
15,207
+11,605
+322% +$877K 0.18% 93
2025
Q4 		$252K Buy
3,602
+8
+0.2% +$558 0.05% 179
2025
Q3 		$238K Buy
3,594
+4
+0.1% +$275 0.04% 194
2025
Q2 		$254K Sell
3,590
-136
-4% -$9.69K 0.05% 193
2025
Q1 		$267K Sell
3,726
-663
-15% -$44.3K 0.05% 181
2024
Q4 		$273K Buy
4,389
+1,058
+32% +$69.1K 0.06% 173
2024
Q3 		$239K Sell
3,331
-274
-8% -$18.8K 0.05% 212
2024
Q2 		$229K Buy
3,605
+4
+0.1% +$248 0.05% 208
2024
Q1 		$220K Sell
3,601
-1,673
-32% -$100K 0.05% 211
2023
Q4 		$311K Buy
5,274
+27
+0.5% +$1.53K 0.07% 157
2023
Q3 		$294K Sell
5,247
-718
-12% -$43.1K 0.08% 148
2023
Q2 		$359K Sell
5,965
-1,020
-15% -$63.5K 0.09% 133
2023
Q1 		$433K Hold
6,985
– – 0.11% 118
2022
Q4 		$444K Sell
6,985
-87
-1% -$5.25K 0.12% 115
2022
Q3 		$396K Buy
7,072
+26
+0.4% +$1.62K 0.11% 108
2022
Q2 		$443K Buy
7,046
+1
+0% +$63 0.12% 98
2022
Q1 		$437K Hold
7,045
– – 0.1% 105
2021
Q4 		$417K Buy
7,045
+302
+4% +$16.8K 0.09% 108
2021
Q3 		$354K Hold
6,743
– – 0.08% 108
2021
Q2 		$365K Buy
6,743
+413
+7% +$22.5K 0.09% 107
2021
Q1 		$334K Buy
6,330
+21
+0.3% +$1.06K 0.09% 113
2020
Q4 		$346K Buy
6,309
+3
+0% +$155 0.09% 105
2020
Q3 		$311K Buy
6,306
+1
+0% +$48 0.09% 115
2020
Q2 		$282K Buy
6,305
+157
+3% +$7.23K 0.09% 115
2020
Q1 		$272K Hold
6,148
– – 0.11% 91
2019
Q4 		$340K Buy
+6,148
New +$331K 0.12% 85

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 Partners's KO Position: Q1 2026 in Review

Summit Wealth Partners increased its Coca-Cola (KO) stake by 322% in Q1 2026, buying an estimated $877K and bringing the position to 15,207 shares worth $1.16M. The position accounts for 0.18% of the portfolio, ranked #93.

Summit Wealth Partners first reported a position in KO in Q4 2019 and has held it in 26 quarters since. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Summit Wealth Partners held 15,207 shares of Coca-Cola worth $1.16M as of Q1 2026.
  • Summit Wealth Partners bought 11,605 Coca-Cola shares in Q1 2026, an estimated $877K.
  • Coca-Cola made up 0.18% of Summit Wealth Partners's portfolio in Q1 2026, its #93 holding.
  • Summit Wealth Partners first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Summit Wealth Partners's 13F filing for Q1 2026, filed 17 Apr 2026.