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Security Financial Services’s Coca-Cola KO Stock Holding History

Security Financial Services’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 		$616K Buy
7,585
+40
+0.5% +$3.16K 0.09% 119
2026
Q1 		$574K Buy
7,545
+504
+7% +$38.1K 0.09% 122
2025
Q4 		$492K Buy
7,041
+205
+3% +$14.3K 0.08% 129
2025
Q3 		$453K Buy
6,836
+237
+4% +$16.3K 0.07% 131
2025
Q2 		$467K Buy
6,599
+475
+8% +$33.8K 0.08% 116
2025
Q1 		$439K Buy
6,124
+344
+6% +$23K 0.09% 113
2024
Q4 		$360K Buy
5,780
+248
+4% +$16.2K 0.07% 122
2024
Q3 		$398K Sell
5,532
-137
-2% -$9.38K 0.08% 108
2024
Q2 		$361K Buy
5,669
+9
+0.2% +$557 0.08% 115
2024
Q1 		$346K Buy
5,660
+104
+2% +$6.25K 0.08% 128
2023
Q4 		$327K Buy
5,556
+771
+16% +$43.8K 0.08% 122
2023
Q3 		$268K Sell
4,785
-451
-9% -$27.1K 0.08% 135
2023
Q2 		$315K Buy
5,236
+521
+11% +$32.4K 0.09% 116
2023
Q1 		$292K Hold
4,715
– – 0.09% 119
2022
Q4 		$300K Buy
4,715
+2
+0% +$121 0.09% 117
2022
Q3 		$264K Buy
4,713
+2
+0% +$124 0.09% 118
2022
Q2 		$296K Buy
4,711
+1
+0% +$63 0.09% 111
2022
Q1 		$292K Buy
4,710
+160
+4% +$9.73K 0.09% 117
2021
Q4 		$269K Buy
+4,550
New +$253K 0.09% 118

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Security Financial Services's KO Position: Q2 2026 in Review

Security Financial Services increased its Coca-Cola (KO) stake by 0.53% in Q2 2026, buying an estimated $3.16K and bringing the position to 7,585 shares worth $616K. The position accounts for 0.09% of the portfolio, ranked #119.

Security Financial Services first reported a position in KO in Q4 2021 and has held it in 19 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Security Financial Services held 7,585 shares of Coca-Cola worth $616K as of Q2 2026.
  • Security Financial Services bought 40 Coca-Cola shares in Q2 2026, an estimated $3.16K.
  • Coca-Cola made up 0.09% of Security Financial Services's portfolio in Q2 2026, its #119 holding.
  • Security Financial Services first reported a position in Coca-Cola in Q4 2021 and has held it in 19 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Security Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.