Marshall Financial Group, LLC: KO position timeline

Marshall Financial Group, LLC held 6,641 KO shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 6,641 shares

   Change vs previous 13F -119 shares

   0.08% of the 13F portfolio, value $539,723.

   13F-HR 0002085853-26-000762 filed by Marshall Financial Group, LLC
   Filed 2026-07-20 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 6,760 shares

   Change vs previous 13F -24 shares

   0.08% of the 13F portfolio, value $514,086.

   13F-HR 0002085853-26-000353 filed by Marshall Financial Group, LLC
   Filed 2026-04-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 6,784 shares

   Change vs previous 13F -56 shares

   0.09% of the 13F portfolio, value $474,270.

   13F-HR 0002085853-26-000028 filed by Marshall Financial Group, LLC
   Filed 2026-01-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 6,840 shares

   Change vs previous 13F -170 shares

   0.09% of the 13F portfolio, value $453,638.

   13F-HR 0002085853-25-000035 filed by Marshall Financial Group, LLC
   Filed 2025-10-08 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 7,010 shares

   Change vs previous 13F -318 shares

   0.1% of the 13F portfolio, value $497,790.

   13F-HR 0001667731-25-000769 filed by Marshall Financial Group, LLC
   Filed 2025-07-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 7,328 shares

   Change vs previous 13F -315 shares

   0.11% of the 13F portfolio, value $524,810.

   13F-HR 0001667731-25-000432 filed by Marshall Financial Group, LLC
   Filed 2025-04-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 7,643 shares

   Change vs previous 13F +175 shares

   0.12% of the 13F portfolio, value $475,834.

   13F-HR 0001667731-25-000068 filed by Marshall Financial Group, LLC
   Filed 2025-01-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 7,468 shares

   Change vs previous 13F not available

   0.13% of the 13F portfolio, value $536,671.

   13F-HR 0001841496-24-000013 filed by Marshall Financial Group, LLC
   Filed 2024-10-16 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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