Marks Group Wealth Management, Inc

Position in KO — Coca Cola Co

CIK 1802473 MINNETONKA, MN

Position in KO

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,451,508

+$158,298 QoQ

Shares Held

30,165

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,296

of 3,621 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $8,503,011 across 4 Beverages - Non-Alcoholic names. KO ranks #3 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	64,992	$3,123,514
2	KDP	Keurig Dr Pepper Inc.	76,738	$2,511,634
3	KO	Coca Cola Co This page	30,165	$2,451,508
4	PEP	Pepsico Inc	3,075	$416,355

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,451,508	30,165	+0.0%	Shares	Other	2026-07-28
2026-03-31	$2,293,210	30,154	-0.9%	Shares	Other	2026-05-05
2025-12-31	$2,127,570	30,433	+10.7%	Shares	Other	2026-02-11
2025-09-30	$1,823,268	27,492	-15.5%	Shares	Other	2025-11-10
2025-06-30	$2,301,922	32,536	-2.2%	Shares	Sole	2025-07-22
2025-03-31	$2,381,722	33,255	+2.3%	Shares	Sole	2025-05-01
2024-12-31	$2,024,071	32,510	-0.2%	Shares	Sole	2025-01-29
2024-09-30	$2,341,916	32,590	-0.5%	Shares	Sole	2024-10-30
2024-06-30	$2,085,364	32,763	-0.7%	Shares	Other	2024-08-14
2024-03-31	$2,017,899	32,983	-5.4%	Shares	Sole	2024-04-29
2023-12-31	$2,054,653	34,866	-10.7%	Shares	Other	2024-02-01
2023-09-30	$2,184,899	39,030	-5.9%	Shares	Sole	2023-10-30
2023-06-30	$2,497,504	41,473	-3.3%	Shares	Sole	2023-07-19
2023-03-31	$2,659,102	42,868	+11.1%	Shares	Other	2023-05-03
2022-12-31	$2,454,837	38,592	+11.6%	Shares	Sole	2023-02-06
2022-09-30	$1,937,619	34,588	+13.2%	Shares	Sole	2022-11-14
2022-06-30	$1,921,460	30,543	+19.4%	Shares	Sole	2022-08-09
2022-03-31	$1,585,960	25,580	+31.0%	Shares	Sole	2022-05-10
2021-12-31	$1,155,956	19,523	+30.0%	Shares	Sole	2022-03-03
2021-09-30	$788,256	15,023	+7.1%	Shares	Sole	2021-11-15
2021-06-30	$759,271	14,032	+5.8%	Shares	Sole	2021-08-10
2021-03-31	$698,776	13,257	+7.0%	Shares	Sole	2021-05-17
2020-12-31	$679,412	12,389	+0.5%	Shares	Sole	2021-02-08
2020-09-30	$608,583	12,327	+1.5%	Shares	Sole	2020-11-10
2020-06-30	$542,772	12,148	+12.0%	Shares	Sole	2020-08-10
2020-03-31	$479,758	10,842	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.