SummitTX Capital’s Coca-Cola KO Stock Holding History

SummitTX Capital’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
2025 Q4	–	Sell	-7,193	Closed	-$477K	–	846
2025 Q3	$477K	Buy	+7,193	New	+$495K	0.02%	537
2025 Q2	–	Sell	-68,519	Closed	-$4.91M	–	895
2025 Q1	$4.91M	Buy	+68,519	New	+$4.58M	0.21%	118

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

SummitTX Capital's KO Position: Q4 2025 in Review

SummitTX Capital sold out of Coca-Cola (KO) in Q4 2025, closing a stake of 7,193 shares — an estimated $477K sold.

SummitTX Capital first reported a position in KO in Q1 2025 and held it in 2 quarters. The position peaked at $4.91M in Q1 2025. 3,476 funds tracked by Wall St. Rank hold KO as of Q4 2025.

SummitTX Capital reported no remaining Coca-Cola position as of Q4 2025 after selling out during the quarter.
SummitTX Capital sold 7,193 Coca-Cola shares in Q4 2025, an estimated $477K.
SummitTX Capital first reported a position in Coca-Cola in Q1 2025 and held it in 2 quarters.
SummitTX Capital's Coca-Cola position peaked at $4.91M in Q1 2025.
3,476 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2025.

Based on SummitTX Capital's 13F filing for Q4 2025, filed 17 Feb 2026.