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

Mowery & Schoenfeld Wealth Management’s Portfolio KO Stock Details KO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$69K	Sell	907 -95	-9%	-$7.18K	0.11%	104
2025 Q4	$70K	Buy	1,002 +95	+10%	+$6.62K	0.1%	114
2025 Q3	$60.2K	Sell	907 -48	-5%	-$3.3K	0.1%	110
2025 Q2	$67.6K	Hold	955	–	–	0.1%	100
2025 Q1	$68.4K	Hold	955	–	–	0.13%	108
2024 Q4	$59.5K	Buy	955 +382	+67%	+$24.9K	0.12%	104
2024 Q3	$41.2K	Hold	573	–	–	0.07%	110
2024 Q2	$36.5K	Buy	573 +570	+19,000%	+$35.3K	0.05%	113
2024 Q1	$184	Hold	3	–	–	﹤0.01%	161
2023 Q4	$177	Buy	+3	New	+$170	﹤0.01%	168

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's KO Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management reduced its Coca-Cola (KO) stake by 9.5% in Q1 2026, selling an estimated $7.18K and leaving 907 shares worth $69K. The position accounts for 0.11% of the portfolio, ranked #104.

Mowery & Schoenfeld Wealth Management first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $70K in Q4 2025. 3,554 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Mowery & Schoenfeld Wealth Management held 907 shares of Coca-Cola worth $69K as of Q1 2026.
Mowery & Schoenfeld Wealth Management sold 95 Coca-Cola shares in Q1 2026, an estimated $7.18K.
Coca-Cola made up 0.11% of Mowery & Schoenfeld Wealth Management's portfolio in Q1 2026, its #104 holding.
Mowery & Schoenfeld Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
Mowery & Schoenfeld Wealth Management's Coca-Cola position peaked at $70K in Q4 2025.
3,554 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.