Security National Bank’s Coca-Cola KO Stock Holding History

Security National 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	$280K	Hold	3,450	–	–	0.03%	137
2026 Q1	$262K	Hold	3,450	–	–	0.04%	129
2025 Q4	$241K	Hold	3,450	–	–	0.03%	136
2025 Q3	$229K	Hold	3,450	–	–	0.04%	133
2025 Q2	$244K	Hold	3,450	–	–	0.04%	112
2025 Q1	$247K	Hold	3,450	–	–	0.05%	110
2024 Q4	$215K	Hold	3,450	–	–	0.03%	110
2024 Q3	$248K	Hold	3,450	–	–	0.03%	107
2024 Q2	$220K	Hold	3,450	–	–	0.03%	105
2024 Q1	$211K	Sell	3,450 -1,714	-33%	-$103K	0.03%	103
2023 Q4	$304K	Hold	5,164	–	–	0.07%	94
2023 Q3	$288K	Hold	5,164	–	–	0.08%	88
2023 Q2	$311K	Sell	5,164 -358	-6%	-$22.3K	0.08%	86
2023 Q1	$343K	Sell	5,522 -2,915	-35%	-$176K	0.09%	77
2022 Q4	$537K	Hold	8,437	–	–	0.14%	68
2022 Q3	$473K	Buy	8,437 +903	+12%	+$56.1K	0.13%	67
2022 Q2	$474K	Sell	7,534 -740	-9%	-$46.9K	0.13%	66
2022 Q1	$513K	Sell	8,274 -526	-6%	-$32K	0.12%	69
2021 Q4	$521K	Sell	8,800 -14,634	-62%	-$815K	0.12%	66
2021 Q3	$1.23M	Buy	23,434 +1,250	+6%	+$69.7K	0.31%	51
2021 Q2	$1.2M	Sell	22,184 -1,070	-5%	-$58.2K	0.32%	49
2021 Q1	$1.23M	Buy	23,254 +18,000	+343%	+$906K	0.36%	50
2020 Q4	$288K	Hold	5,254	–	–	0.09%	64
2020 Q3	$259K	Hold	5,254	–	–	0.09%	64
2020 Q2	$235K	Buy	5,254 +174	+3%	+$8.02K	0.1%	62
2020 Q1	$225K	Hold	5,080	–	–	0.12%	64
2019 Q4	$281K	Hold	5,080	–	–	0.13%	69
2019 Q3	$277K	Hold	5,080	–	–	0.13%	67
2019 Q2	$259K	Hold	5,080	–	–	0.13%	66
2019 Q1	$238K	Hold	5,080	–	–	0.12%	66
2018 Q4	$241K	Buy	5,080 +100	+2%	+$4.79K	0.15%	55
2018 Q3	$230K	Sell	4,980 -4,220	-46%	-$193K	0.13%	61
2018 Q2	$404K	Sell	9,200 -104	-1%	-$4.49K	0.26%	52
2018 Q1	$404K	Hold	9,304	–	–	0.27%	53
2017 Q4	$427K	Sell	9,304 -900	-9%	-$41.4K	0.28%	51
2017 Q3	$459K	Sell	10,204 -1,720	-14%	-$78.2K	0.31%	49
2017 Q2	$535K	Hold	11,924	–	–	0.39%	50
2017 Q1	$506K	Buy	+11,924	New	+$497K	0.38%	50

Other funds holding KO

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

ZIC

ZWJ Investment Counsel Atlanta, Georgia $3.09B AUM 39.43% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

UBP

Union Bancaire Privee Geneva 1, Switzerland $9.16B AUM 31.4% 1-Year Est. Return

ORIO

Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Security National Bank's KO Position: Q2 2026 in Review

Security National Bank held its Coca-Cola (KO) position steady in Q2 2026 at 3,450 shares worth $280K. The position accounts for 0.03% of the portfolio, ranked #137.

Security National Bank first reported a position in KO in Q1 2017 and has held it in 38 quarters since. The position peaked at $1.23M in Q3 2021. 681 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Security National Bank held 3,450 shares of Coca-Cola worth $280K as of Q2 2026.
Security National Bank left its Coca-Cola share count unchanged in Q2 2026.
Coca-Cola made up 0.03% of Security National Bank's portfolio in Q2 2026, its #137 holding.
Security National Bank first reported a position in Coca-Cola in Q1 2017 and has held it in 38 quarters since.
Security National Bank's Coca-Cola position peaked at $1.23M in Q3 2021.
681 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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