Position in KO
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$280,381
+$18,009 QoQ
Shares Held
3,450
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,013
of 3,621 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Security National Bank holds $665,966 across 4 Beverages - Non-Alcoholic names. KO ranks #2 (42.1% of the industry book) .
All Filings in KO
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,381 | 3,450 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $262,372 | 3,450 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $241,189 | 3,450 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $228,804 | 3,450 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $244,087 | 3,450 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $247,089 | 3,450 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $214,797 | 3,450 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $247,917 | 3,450 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $219,592 | 3,450 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $211,071 | 3,450 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $304,314 | 5,164 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $289,080 | 5,164 | Shares | Sole | 2023-10-20 | |
| 2023-06-30 | $310,976 | 5,164 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $342,529 | 5,522 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $536,677 | 8,437 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $472,640 | 8,437 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $473,963 | 7,534 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $512,988 | 8,274 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $521,048 | 8,800 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $1,229,581 | 23,434 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,200,376 | 22,184 | Shares | Sole | 2021-07-07 | |
| 2021-03-31 | $1,225,718 | 23,254 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $288,129 | 5,254 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $259,389 | 5,254 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $234,748 | 5,254 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $224,790 | 5,080 | Shares | Sole | 2020-04-21 | |
| No filing history on record for this holder in this stock. | ||||||