Skip to content
Disclosery

Marks Group Wealth Management, Inc: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Marks Group Wealth Management, Inc on KO, newest first. How the timeline and the estimate are built.

Marks Group Wealth Management, Inc held 30,165 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 30,165 shares
    Change vs previous 13F +11 shares

    0.21% of the 13F portfolio, value $2,451,488.

    13F-HR 0001802473-26-000005 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 30,154 shares
    Change vs previous 13F -279 shares

    0.22% of the 13F portfolio, value $2,293,199.

    13F-HR 0001802473-26-000003 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 30,433 shares
    Change vs previous 13F +2,941 shares

    0.2% of the 13F portfolio, value $2,127,559.

    13F-HR 0001802473-26-000002 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 27,492 shares
    Change vs previous 13F -5,044 shares

    0.17% of the 13F portfolio, value $1,823,283.

    13F-HR 0001802473-25-000008 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 32,536 shares
    Change vs previous 13F -719 shares

    0.21% of the 13F portfolio, value $2,301,937.

    13F-HR 0001802473-25-000007 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 33,255 shares
    Change vs previous 13F +745 shares

    0.23% of the 13F portfolio, value $2,381,752.

    13F-HR 0001802473-25-000004 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 32,510 shares
    Change vs previous 13F -80 shares

    0.2% of the 13F portfolio, value $2,024,098.

    13F-HR 0001802473-25-000002 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 32,590 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,341,903.

    13F-HR 0001802473-24-000006 filed by Marks Group Wealth Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).