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Marks Group Wealth Management’s Coca-Cola KO Stock Holding History

Marks Group Wealth Management’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
Q1 		$2.29M Sell
30,154
-279
-0.9% -$21.1K 0.22% 122
2025
Q4 		$2.13M Buy
30,433
+2,941
+11% +$205K 0.2% 123
2025
Q3 		$1.82M Sell
27,492
-5,044
-16% -$347K 0.17% 130
2025
Q2 		$2.3M Sell
32,536
-719
-2% -$51.2K 0.21% 112
2025
Q1 		$2.38M Buy
33,255
+745
+2% +$49.8K 0.23% 111
2024
Q4 		$2.02M Sell
32,510
-80
-0.2% -$5.22K 0.2% 122
2024
Q3 		$2.34M Sell
32,590
-173
-0.5% -$11.8K 0.22% 111
2024
Q2 		$2.09M Sell
32,763
-220
-0.7% -$13.6K 0.22% 114
2024
Q1 		$2.02M Sell
32,983
-1,883
-5% -$113K 0.21% 121
2023
Q4 		$2.05M Sell
34,866
-4,164
-11% -$237K 0.23% 123
2023
Q3 		$2.18M Sell
39,030
-2,443
-6% -$147K 0.27% 109
2023
Q2 		$2.5M Sell
41,473
-1,395
-3% -$86.8K 0.3% 102
2023
Q1 		$2.66M Buy
42,868
+4,276
+11% +$259K 0.34% 99
2022
Q4 		$2.45M Buy
38,592
+4,004
+12% +$242K 0.34% 101
2022
Q3 		$1.94M Buy
34,588
+4,045
+13% +$251K 0.29% 104
2022
Q2 		$1.92M Buy
30,543
+4,963
+19% +$315K 0.28% 108
2022
Q1 		$1.59M Buy
25,580
+6,057
+31% +$368K 0.2% 124
2021
Q4 		$1.16M Buy
19,523
+4,500
+30% +$251K 0.14% 154
2021
Q3 		$786K Buy
15,023
+991
+7% +$55.2K 0.11% 172
2021
Q2 		$757K Buy
14,032
+775
+6% +$42.2K 0.1% 156
2021
Q1 		$696K Buy
13,257
+868
+7% +$43.7K 0.1% 156
2020
Q4 		$679K Buy
12,389
+62
+0.5% +$3.21K 0.11% 157
2020
Q3 		$609K Buy
12,327
+179
+1% +$8.61K 0.11% 159
2020
Q2 		$547K Buy
12,148
+1,306
+12% +$60.2K 0.11% 152
2020
Q1 		$482K Buy
10,842
+323
+3% +$17.4K 0.12% 149
2019
Q4 		$582K Buy
+10,519
New +$566K 0.11% 160

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marks Group Wealth Management's KO Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Coca-Cola (KO) stake by 0.92% in Q1 2026, selling an estimated $21.1K and leaving 30,154 shares worth $2.29M. The position accounts for 0.22% of the portfolio, ranked #122.

Marks Group Wealth Management first reported a position in KO in Q4 2019 and has held it in 26 quarters since. The position peaked at $2.66M in Q1 2023. 3,551 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Marks Group Wealth Management held 30,154 shares of Coca-Cola worth $2.29M as of Q1 2026.
  • Marks Group Wealth Management sold 279 Coca-Cola shares in Q1 2026, an estimated $21.1K.
  • Coca-Cola made up 0.22% of Marks Group Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Marks Group Wealth Management first reported a position in Coca-Cola in Q4 2019 and has held it in 26 quarters since.
  • Marks Group Wealth Management's Coca-Cola position peaked at $2.66M in Q1 2023.
  • 3,551 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.