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Disclosery

Summit Asset Management, LLC: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Summit Asset Management, LLC on KO, newest first. How the timeline and the estimate are built.

Summit Asset Management, LLC held 21,279 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,279 shares
    Change vs previous 13F +294 shares

    0.22% of the 13F portfolio, value $1,729,322.

    13F-HR 0001398344-26-013632 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 20,985 shares
    Change vs previous 13F -55 shares

    0.22% of the 13F portfolio, value $1,595,896.

    13F-HR 0001398344-26-008718 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 21,040 shares
    Change vs previous 13F -75 shares

    0.21% of the 13F portfolio, value $1,470,895.

    13F-HR 0001398344-26-002477 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 21,115 shares
    Change vs previous 13F +12 shares

    0.22% of the 13F portfolio, value $1,400,341.

    13F-HR 0001398344-25-020413 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 21,103 shares
    Change vs previous 13F -963 shares

    0.24% of the 13F portfolio, value $1,493,047.

    13F-HR 0001398344-25-014658 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 22,066 shares
    Change vs previous 13F 0 shares

    0.27% of the 13F portfolio, value $1,580,394.

    13F-HR 0001398344-25-008723 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 22,066 shares
    Change vs previous 13F -299 shares

    0.24% of the 13F portfolio, value $1,373,853.

    13F-HR 0001398344-25-001793 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 22,365 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,607,128.

    13F-HR 0001398344-24-020030 filed by Summit Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).