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
2025 Q3	$60.2K	Sell
2025 Q2	$67.6K	Hold
2025 Q1	$68.4K	Hold
2024 Q4	$59.5K	Buy
2024 Q3	$41.2K	Hold
2024 Q2	$36.5K	Buy
2024 Q1	$184	Hold
2023 Q4	$177	Buy