Marshall Investment Management’s Coca-Cola KO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-2,069
Closed -$148K 131
2025
Q1
$148K Buy
2,069
+10
+0.5% +$716 0.09% 82
2024
Q4
$148K Buy
+2,059
New +$148K 0.09% 76