Summit Wealth Partners, LLC's ownership history for KO

Summit Wealth Partners, LLC currently holds 15.2K shares with a market value of $1.2M. It started holding KO on 2024-09-30. At its peak, it held 15.2K shares on 2026-03-31. Its highest holding value was $1.2M on 2026-03-31. At its lowest, it held 3.3K shares on 2024-09-30, with a value of $238.3K on 2025-09-30. In the recent 180 days, Summit Wealth Partners, LLC has increased its shares by 11.6K. In the recent year, Summit Wealth Partners, LLC has increased its shares by 11.5K.