Marshall Financial Group LLC

SEC CIK: 0001841496
Latest filing: Jul 17, 2026

SEC filings (opens in a new tab)

KO holding history

Coca Cola Co in every 13F filed by Marshall Financial Group LLC, 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): 6,641
Value: $539.7K
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of KO by Marshall Financial Group LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	6,641	$539.7K	0.1%	−119−1.8%	Reduced	Holders
Q1 2026	6,760	$514.1K	0.1%	−24−0.4%	Reduced	Holders
Q4 2025	6,784	$474.3K	0.1%	−56−0.8%	Reduced	Holders
Q3 2025	6,840	$453.6K	0.1%	−170−2.4%	Reduced	Holders
Q2 2025	7,010	$497.8K	0.1%	−318−4.3%	Reduced	Holders
Q1 2025	7,328	$524.8K	0.1%	−315−4.1%	Reduced	Holders
Q4 2024	7,643	$475.8K	0.1%	+175+2.3%	Added	Holders
Q3 2024	7,468	$536.7K	0.1%	+20+0.3%	Added	Holders
Q2 2024	7,448	$474.1K	0.1%	−1,679−18.4%	Reduced	Holders
Q1 2024	9,127	$558.4K	0.2%	+591+6.9%	Added	Holders
Q4 2023	8,536	$503.0K	0.2%	−24,416−74.1%	Reduced	Holders
Q3 2023	32,952	$1.84M	0.7%	+161+0.5%	Added	Holders
Q2 2023	32,791	$1.97M	0.7%	−208−0.6%	Reduced	Holders
Q1 2023	32,999	$2.05M	0.7%	−1,428−4.1%	Reduced	Holders
Q4 2022	34,427	$2.19M	0.9%	+8,843+34.6%	Added	Holders
Q3 2022	25,584	$1.43M	0.6%	−53−0.2%	Reduced	Holders
Q2 2022	25,637	$1.61M	0.6%	−2,782−9.8%	Reduced	Holders
Q1 2022	28,419	$1.76M	0.7%	−465−1.6%	Reduced	Holders
Q4 2021	28,884	$1.71M	0.6%	+2,222+8.3%	Added	Holders
Q3 2021	26,662	$1.40M	0.7%	+1,149+4.5%	Added	Holders
Q2 2021	25,513	$1.38M	0.7%	−3,337−11.6%	Reduced	Holders
Q1 2021	28,850	$1.52M	0.9%	–	–	Holders

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