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Summit Place Financial Advisors, LLC: KO position timeline

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

Summit Place Financial Advisors, LLC held 22,149 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,149 shares
    Change vs previous 13F +675 shares

    0.79% of the 13F portfolio, value $1,800,048.

    13F-HR 0001801413-26-000003 filed by Summit Place Financial Advisors, 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 21,474 shares
    Change vs previous 13F -2,460 shares

    0.78% of the 13F portfolio, value $1,633,078.

    13F-HR 0001801413-26-000002 filed by Summit Place Financial Advisors, 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 23,934 shares
    Change vs previous 13F +435 shares

    0.81% of the 13F portfolio, value $1,673,208.

    13F-HR 0001801413-26-000001 filed by Summit Place Financial Advisors, 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 23,499 shares
    Change vs previous 13F -436 shares

    0.73% of the 13F portfolio, value $1,558,469.

    13F-HR 0001801413-25-000009 filed by Summit Place Financial Advisors, 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 23,935 shares
    Change vs previous 13F +425 shares

    0.85% of the 13F portfolio, value $1,693,401.

    13F-HR 0001729428-25-000009 filed by Summit Place Financial Advisors, 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 23,510 shares
    Change vs previous 13F +900 shares

    0.95% of the 13F portfolio, value $1,683,769.

    13F-HR 0001801413-25-000002 filed by Summit Place Financial Advisors, 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 22,610 shares
    Change vs previous 13F +658 shares

    0.8% of the 13F portfolio, value $1,407,683.

    13F-HR 0001801413-25-000001 filed by Summit Place Financial Advisors, 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 21,952 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,577,491.

    13F-HR 0001801413-24-000010 filed by Summit Place Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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