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Mowery & Schoenfeld Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History

Mowery & Schoenfeld Wealth Management’s Portfolio COKE Stock Details COKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$141K Hold
740
– – 0.19% 78
2026
Q1 		$142K Hold
740
– – 0.22% 73
2025
Q4 		$113K Hold
740
– – 0.16% 85
2025
Q3 		$86.7K Hold
740
– – 0.15% 92
2025
Q2 		$82.6K Hold
740
– – 0.13% 89
2025
Q1 		$99.9K Hold
740
– – 0.2% 80
2024
Q4 		$93.2K Hold
740
– – 0.18% 75
2024
Q3 		$97.4K Hold
740
– – 0.15% 63
2024
Q2 		$80.3K Hold
740
– – 0.12% 75
2024
Q1 		$62.6K Hold
740
– – 0.12% 69
2023
Q4 		$68.7K Buy
+740
New +$53.6K 0.14% 65

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's COKE Position: Q2 2026 in Review

Mowery & Schoenfeld Wealth Management held its Coca-Cola Consolidated (COKE) position steady in Q2 2026 at 740 shares worth $141K. The position accounts for 0.19% of the portfolio, ranked #78.

Mowery & Schoenfeld Wealth Management first reported a position in COKE in Q4 2023 and has held it in 11 quarters since. The position peaked at $142K in Q1 2026. 318 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 740 shares of Coca-Cola Consolidated worth $141K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Coca-Cola Consolidated share count unchanged in Q2 2026.
  • Coca-Cola Consolidated made up 0.19% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #78 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Coca-Cola Consolidated in Q4 2023 and has held it in 11 quarters since.
  • Mowery & Schoenfeld Wealth Management's Coca-Cola Consolidated position peaked at $142K in Q1 2026.
  • 318 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.