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Disclosery

Summit Financial, LLC: KO position timeline

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

Summit Financial, LLC held 119,934 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 119,934 shares
    Change vs previous 13F +2,729 shares

    0.11% of the 13F portfolio, value $9,810,609.

    13F-HR 0001172661-26-003336 filed by Summit Financial, 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 117,205 shares
    Change vs previous 13F -12,309 shares

    0.11% of the 13F portfolio, value $8,974,745.

    13F-HR 0001172661-26-002343 filed by Summit Financial, 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 129,514 shares
    Change vs previous 13F -771 shares

    0.13% of the 13F portfolio, value $9,054,328.

    13F-HR 0001172661-26-000703 filed by Summit Financial, 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 130,285 shares
    Change vs previous 13F +8,963 shares

    0.13% of the 13F portfolio, value $8,640,497.

    13F-HR 0001172661-25-004930 filed by Summit Financial, 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 121,322 shares
    Change vs previous 13F +7,266 shares

    0.2% of the 13F portfolio, value $8,645,179.

    13F-HR 0001765536-25-000007 filed by Summit Financial, 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 114,056 shares
    Change vs previous 13F +16,299 shares

    0.23% of the 13F portfolio, value $8,168,726.

    13F-HR 0001765536-25-000004 filed by Summit Financial, 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 97,757 shares
    Change vs previous 13F +10,005 shares

    0.21% of the 13F portfolio, value $6,086,352.

    13F-HR 0001765536-25-000001 filed by Summit Financial, 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 87,752 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $6,348,188.

    13F-HR 0001765536-24-000003 filed by Summit Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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