Iowa State Bank’s Coca-Cola KO Stock Holding History

Iowa State Bank’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.65M	Buy	44,952 +1,700	+4%	+$134K	0.61%	44
2026 Q1	$3.29M	Buy	+43,252	New	+$3.27M	0.61%	49
2021 Q1	–	Sell	-7,805	Closed	-$428K	–	125
2020 Q4	$428K	Hold	7,805	–	–	0.14%	88
2020 Q3	$385K	Buy	+7,805	New	+$375K	0.15%	91
2020 Q2	–	Sell	-7,905	Closed	-$350K	–	119
2020 Q1	$350K	Sell	7,905 -532	-6%	-$28.7K	0.16%	95
2019 Q4	$467K	Sell	8,437 -200	-2%	-$10.8K	0.17%	95
2019 Q3	$470K	Buy	+8,637	New	+$462K	0.18%	91
2017 Q4	–	Sell	-4,580	Closed	-$206K	–	99
2017 Q3	$206K	Sell	4,580 -820	-15%	-$37.3K	0.1%	91
2017 Q2	$242K	Buy	5,400 +113	+2%	+$4.99K	0.12%	85
2017 Q1	$224K	Sell	5,287 -145	-3%	-$6.05K	0.11%	85
2016 Q4	$225K	Buy	5,432 +140	+3%	+$5.83K	0.12%	82
2016 Q3	$224K	Buy	5,292 +34	+0.6%	+$1.49K	0.12%	83
2016 Q2	$238K	Buy	5,258 +130	+3%	+$5.88K	0.13%	80
2016 Q1	$238K	Buy	5,128 +470	+10%	+$20.5K	0.13%	82
2015 Q4	$200K	Buy	+4,658	New	+$198K	0.12%	81

Other funds holding KO

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

AIM

Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return

FOFI

Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Iowa State Bank's KO Position: Q2 2026 in Review

Iowa State Bank increased its Coca-Cola (KO) stake by 3.9% in Q2 2026, buying an estimated $134K and bringing the position to 44,952 shares worth $3.65M. The position accounts for 0.61% of the portfolio, ranked #44.

Iowa State Bank first reported a position in KO in Q4 2015 and has held it in 15 quarters since. 1,662 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Iowa State Bank held 44,952 shares of Coca-Cola worth $3.65M as of Q2 2026.
Iowa State Bank bought 1,700 Coca-Cola shares in Q2 2026, an estimated $134K.
Coca-Cola made up 0.61% of Iowa State Bank's portfolio in Q2 2026, its #44 holding.
Iowa State Bank first reported a position in Coca-Cola in Q4 2015 and has held it in 15 quarters since.
1,662 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Iowa State Bank's 13F filing for Q2 2026, filed 28 Jul 2026.