Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$770,683
+$617,595 QoQ
Shares Held
9,483
+371.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.65%
of 13F equity value
Holder Rank
#2,148
of 3,621 holders
Holding Since
Dec 2024
4 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 INVESTMENT MANAGEMENT, LLC holds $791,295 across 4 Beverages - Non-Alcoholic names. KO ranks #1 (97.4% of the industry book) .
All Filings in KO
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $770,683 | 9,483 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $153,088 | 2,013 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $148,181 | 2,069 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $128,193 | 2,059 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||