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Marshall Financial Group (Maryland)’s Coca-Cola KO Stock Holding History

Marshall Financial Group (Maryland)’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
Q2 		$540K Sell
6,641
-119
-2% -$9.4K 0.08% 207
2026
Q1 		$514K Sell
6,760
-24
-0.4% -$1.81K 0.08% 200
2025
Q4 		$474K Sell
6,784
-56
-0.8% -$3.9K 0.09% 203
2025
Q3 		$454K Sell
6,840
-170
-2% -$11.7K 0.09% 187
2025
Q2 		$498K Sell
7,010
-318
-4% -$22.7K 0.1% 185
2025
Q1 		$525K Sell
7,328
-315
-4% -$21K 0.11% 160
2024
Q4 		$476K Buy
7,643
+175
+2% +$11.4K 0.12% 151
2024
Q3 		$537K Buy
7,468
+20
+0.3% +$1.37K 0.13% 152
2024
Q2 		$474K Sell
7,448
-1,679
-18% -$104K 0.13% 133
2024
Q1 		$558K Buy
9,127
+591
+7% +$35.5K 0.16% 126
2023
Q4 		$503K Sell
8,536
-24,416
-74% -$1.39M 0.16% 129
2023
Q3 		$1.84M Buy
32,952
+161
+0.5% +$9.66K 0.66% 39
2023
Q2 		$1.97M Sell
32,791
-208
-0.6% -$12.9K 0.67% 41
2023
Q1 		$2.05M Sell
32,999
-1,428
-4% -$86.5K 0.73% 34
2022
Q4 		$2.19M Buy
34,427
+8,843
+35% +$534K 0.85% 32
2022
Q3 		$1.43M Sell
25,584
-53
-0.2% -$3.29K 0.61% 40
2022
Q2 		$1.61M Sell
25,637
-2,782
-10% -$176K 0.64% 36
2022
Q1 		$1.76M Sell
28,419
-465
-2% -$28.3K 0.72% 28
2021
Q4 		$1.71M Buy
28,884
+2,222
+8% +$124K 0.63% 32
2021
Q3 		$1.4M Buy
26,662
+1,149
+5% +$64K 0.72% 27
2021
Q2 		$1.38M Sell
25,513
-3,337
-12% -$182K 0.75% 23
2021
Q1 		$1.52M Buy
28,850
+2,206
+8% +$111K 0.91% 26
2020
Q4 		$1.46M Buy
+26,644
New +$1.38M 0.95% 19

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Marshall Financial Group (Maryland)'s KO Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Coca-Cola (KO) stake by 1.8% in Q2 2026, selling an estimated $9.4K and leaving 6,641 shares worth $540K. The position accounts for 0.08% of the portfolio, ranked #207.

Marshall Financial Group (Maryland) first reported a position in KO in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.19M in Q4 2022. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Marshall Financial Group (Maryland) held 6,641 shares of Coca-Cola worth $540K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 119 Coca-Cola shares in Q2 2026, an estimated $9.4K.
  • Coca-Cola made up 0.08% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #207 holding.
  • Marshall Financial Group (Maryland) first reported a position in Coca-Cola in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Coca-Cola position peaked at $2.19M in Q4 2022.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.