MSWM
Mowery & Schoenfeld Wealth Management’s Coca-Cola Consolidated COKE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.6K | Buy |
740
+666
| +900% | +$74.4K | 0.13% | 88 |
|
|
2025
Q1 | $99.9K | Hold |
74
| – | – | 0.2% | 80 |
|
|
2024
Q4 | $93.2K | Hold |
74
| – | – | 0.18% | 75 |
|
|
2024
Q3 | $97.4K | Hold |
74
| – | – | 0.15% | 63 |
|
|
2024
Q2 | $80.3K | Hold |
74
| – | – | 0.12% | 75 |
|
|
2024
Q1 | $62.6K | Hold |
74
| – | – | 0.12% | 69 |
|
|
2023
Q4 | $68.7K | Buy |
+74
| New | +$68.7K | 0.14% | 65 |
|