Position in KO
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$539,714
+$25,616 QoQ
Shares Held
6,641
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,436
of 3,621 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Marshall Financial Group, LLC holds $3,985,519 across 2 Beverages - Non-Alcoholic names. KO ranks #2 (13.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
71,698 | $3,445,805 | |
| 2 | KO |
Coca Cola Co
This page
|
6,641 | $539,714 |
All Filings in KO
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,714 | 6,641 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $514,098 | 6,760 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $474,269 | 6,784 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $453,628 | 6,840 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $495,957 | 7,010 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $524,831 | 7,328 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $475,853 | 7,643 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $536,650 | 7,468 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $474,065 | 7,448 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $558,389 | 9,127 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $503,026 | 8,536 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,844,652 | 32,952 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $1,974,674 | 32,791 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,046,927 | 32,999 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $2,189,901 | 34,427 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,433,215 | 25,584 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $1,612,823 | 25,637 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $1,761,978 | 28,419 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $1,710,221 | 28,884 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,398,955 | 26,662 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $1,380,508 | 25,513 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $1,520,683 | 28,850 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $1,461,156 | 26,644 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||