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Coca-Cola Company shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Coca-Cola Company (KO) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co investment in Coca-Cola Company

Tip: Access up to 7 years of quarterly data

All positions including Coca-Cola Company held by Summit Wealth Group Llc / Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Coca-Cola Company by Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 20k 55.98
2025-06-30 $406k 5.7k 71.24