Mowery & Schoenfeld Wealth Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.6K | Hold |
955
| – | – | 0.1% | 99 |
|
|
2025
Q1 | $68.4K | Hold |
955
| – | – | 0.13% | 108 |
|
|
2024
Q4 | $59.5K | Buy |
955
+382
| +67% | +$23.8K | 0.12% | 104 |
|
|
2024
Q3 | $41.2K | Hold |
573
| – | – | 0.07% | 110 |
|
|
2024
Q2 | $36.5K | Buy |
573
+570
| +19,000% | +$36.3K | 0.05% | 113 |
|
|
2024
Q1 | $184 | Hold |
3
| – | – | ﹤0.01% | 161 |
|
|
2023
Q4 | $177 | Buy |
+3
| New | +$177 | ﹤0.01% | 168 |
|