Summit Financial, LLC

Position in KO — Coca Cola Co

CIK 1765536 PARSIPPANY, NJ

Position in KO

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$9,747,036

+$833,596 QoQ

Shares Held

119,934

+2.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#661

of 3,621 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Summit Financial, LLC holds $18,663,621 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (52.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co This page	119,934	$9,747,036
2	PEP	Pepsico Inc	47,370	$6,413,898
3	KDP	Keurig Dr Pepper Inc.	59,082	$1,933,753
4	MNST	Monster Beverage Corp	11,838	$568,934

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,747,036	119,934	+2.3%	Shares	Sole	2026-08-12
2026-03-31	$8,913,440	117,205	-9.5%	Shares	Sole	2026-05-15
2025-12-31	$9,054,323	129,514	-0.6%	Shares	Sole	2026-02-13
2025-09-30	$8,640,501	130,285	+7.4%	Shares	Sole	2025-11-14
2025-06-30	$8,583,531	121,322	+6.4%	Shares	Sole	2025-08-13
2025-03-31	$8,168,690	114,056	+16.7%	Shares	Sole	2025-05-14
2024-12-31	$6,086,350	97,757	+11.4%	Shares	Sole	2025-02-12
2024-09-30	$6,305,858	87,752	+4.4%	Shares	Sole	2024-11-12
2024-06-30	$5,351,310	84,074	+85.9%	Shares	Sole	2024-07-31
2024-03-31	$2,766,620	45,221	+4.4%	Shares	Sole	2024-04-24
2023-12-31	$2,552,670	43,317	-3.4%	Shares	Sole	2024-02-06
2023-09-30	$2,509,639	44,831	+1.7%	Shares	Sole	2023-11-07
2023-06-30	$2,654,015	44,072	+19.4%	Shares	Sole	2023-08-11
2023-03-31	$2,289,713	36,913	+5.9%	Shares	Sole	2023-05-03
2022-12-31	$2,216,744	34,849	+1.2%	Shares	Sole	2023-02-07
2022-09-30	$1,929,272	34,439	+16.9%	Shares	Sole	2022-11-15
2022-06-30	$1,852,636	29,449	-4.7%	Shares	Sole	2022-08-12
2022-03-31	$1,916,606	30,913	+15.7%	Shares	Sole	2022-05-10
2021-12-31	$1,581,558	26,711	+43.9%	Shares	Sole	2022-02-07
2021-09-30	$973,685	18,557	+132.6%	Shares	Sole	2021-11-08
2021-06-30	$431,635	7,977	—	Shares	Sole	2021-08-06
No filing history on record for this holder in this stock.