Marks Group Wealth Management, Inc

SEC CIK: 0001802473
Latest filing: Jul 27, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by Marks Group Wealth Management, Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

KO overview All 13F holders of KO Full Q2 2026 holdings

Shares (Q2 2026): 30,165
Value: $2.45M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of KO by Marks Group Wealth Management, Inc, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	30,165	$2.45M	0.2%	+110.0%	Added	Holders
Q1 2026	30,154	$2.29M	0.2%	−279−0.9%	Reduced	Holders
Q4 2025	30,433	$2.13M	0.2%	+2,941+10.7%	Added	Holders
Q3 2025	27,492	$1.82M	0.2%	−5,044−15.5%	Reduced	Holders
Q2 2025	32,536	$2.30M	0.2%	−719−2.2%	Reduced	Holders
Q1 2025	33,255	$2.38M	0.2%	+745+2.3%	Added	Holders
Q4 2024	32,510	$2.02M	0.2%	−80−0.2%	Reduced	Holders
Q3 2024	32,590	$2.34M	0.2%	−173−0.5%	Reduced	Holders
Q2 2024	32,763	$2.09M	0.2%	−220−0.7%	Reduced	Holders
Q1 2024	32,983	$2.02M	0.2%	−1,883−5.4%	Reduced	Holders
Q4 2023	34,866	$2.05M	0.2%	−4,164−10.7%	Reduced	Holders
Q3 2023	39,030	$2.18M	0.3%	−2,443−5.9%	Reduced	Holders
Q2 2023	41,473	$2.50M	0.3%	−1,395−3.3%	Reduced	Holders
Q1 2023	42,868	$2.66M	0.3%	+4,276+11.1%	Added	Holders
Q4 2022	38,592	$2.45M	0.3%	+4,004+11.6%	Added	Holders
Q3 2022	34,588	$1.94M	0.3%	+4,045+13.2%	Added	Holders
Q2 2022	30,543	$1.92M	0.3%	+4,963+19.4%	Added	Holders
Q1 2022	25,580	$1.59M	0.2%	+6,057+31.0%	Added	Holders
Q4 2021	19,523	$1.16M	0.1%	+4,500+30.0%	Added	Holders
Q3 2021	15,023	$786.0K	0.1%	+991+7.1%	Added	Holders
Q2 2021	14,032	$757.0K	0.1%	+775+5.8%	Added	Holders
Q1 2021	13,257	$696.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.