Summit Financial Group, Inc. / KO
Summit Financial Group, Inc.’s Coca Cola Co Position
Does Summit Financial Group, Inc. own Coca Cola Co (KO)? Yes — 51.2K shares worth $3M (+1.11% of its 13F portfolio) as of Q1 2024, up from 51.1K shares the prior filed quarter.
Position Value
$3M
Q1 2024
Shares
51.2K
% of Portfolio
+1.11%
Quarters Held
21
currently held
Position History KO
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2024 | 51.2K | $3M | +1.11% |
| Q4 2023 | 51.1K | $3M | +1.15% |
| Q3 2023 | 51.1K | $3M | +1.20% |
| Q2 2023 | 52.6K | $3M | +1.23% |
| Q1 2023 | 54.9K | $3M | +1.29% |
| Q4 2022 | 55.2K | $4M | +1.39% |
| Q3 2022 | 56.3K | $3M | +1.31% |
| Q2 2022 | 56.1K | $4M | +1.36% |
| Q1 2022 | 56.1K | $3M | +1.18% |
| Q4 2021 | 56.5K | $3M | +1.09% |
| Q3 2021 | 55.6K | $3M | +1.05% |
| Q2 2021 | 52.9K | $3M | +1.07% |
| Q1 2021 | 52.8K | $3M | +1.16% |
| Q4 2020 | 54.4K | $3M | +1.31% |
| Q3 2020 | 54.8K | $3M | +1.34% |
| Q2 2020 | 54.0K | $2M | +1.26% |
| Q1 2020 | 51.7K | $2M | +1.36% |
| Q4 2019 | 51.7K | $3M | +1.37% |
| Q3 2019 | 52.1K | $3M | +1.44% |
| Q2 2019 | 57.2K | $3M | +1.32% |
| Q1 2019 | 57.9K | $3M | +2.12% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Summit Financial Group, Inc.’s full portfolio or all institutional holders of KO.