Summit Global Investments

Position in KO — Coca Cola Co

CIK 1697953 BOUNTIFUL, UT

Position in KO

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$4,921,142

+$481,191 QoQ

Shares Held

60,553

+3.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#926

of 3,620 holders

Holding Since

Mar 2020

21 quarters on record

Consumer Defensive · as of Jun 30, 2026

Summit Global Investments holds $17,689,885 across 4 Beverages - Non-Alcoholic names. KO ranks #3 (27.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	148,324	$7,128,451
2	PEP	Pepsico Inc	38,932	$5,271,392
3	KO	Coca Cola Co This page	60,553	$4,921,142
4	KOF	Coca Cola Femsa Sab De CV	3,472	$368,900

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,921,142	60,553	+3.7%	Shares	Sole	2026-08-03
2026-03-31	$4,439,951	58,382	+171.8%	Shares	Sole	2026-05-07
2025-12-31	$1,501,526	21,478	-8.6%	Shares	Sole	2026-02-18
2025-06-30	$1,662,837	23,503	-84.4%	Shares	Sole	2025-08-12
2025-03-31	$10,799,293	150,786	+71.1%	Shares	Sole	2025-04-07
2024-12-31	$5,486,413	88,121	-36.5%	Shares	Sole	2025-02-11
2024-09-30	$9,978,048	138,854	-33.5%	Shares	Sole	2024-10-31
2024-06-30	$13,293,047	208,846	-2.6%	Shares	Sole	2024-07-22
2024-03-31	$13,119,683	214,444	+134.6%	Shares	Sole	2024-04-29
2023-12-31	$5,387,675	91,425	+28.6%	Shares	Sole	2024-02-06
2023-09-30	$3,978,946	71,078	-22.7%	Shares	Sole	2023-10-16
2023-06-30	$5,540,661	92,007	+1176.1%	Shares	Sole	2023-07-19
2023-03-31	$447,236	7,210	-35.1%	Shares	Sole	2023-05-04
2022-12-31	$706,770	11,111	+26.3%	Shares	Sole	2023-01-31
2022-09-30	$492,695	8,795	-76.3%	Shares	Sole	2022-11-14
2022-06-30	$2,330,500	37,045	-43.0%	Shares	Sole	2022-08-23
2022-03-31	$4,029,566	64,993	+7.8%	Shares	Sole	2022-04-29
2020-12-31	$3,306,029	60,285	+13.3%	Shares	Sole	2021-02-11
2020-09-30	$2,626,681	53,204	+1.8%	Shares	Sole	2020-11-16
2020-06-30	$2,334,217	52,243	+336.8%	Shares	Sole	2020-08-11
2020-03-31	$529,274	11,961	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.