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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
Q2 		$73.7K Hold
907
– – 0.1% 113
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
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Mowery & Schoenfeld Wealth Management held its Coca-Cola (KO) position steady in Q2 2026 at 907 shares worth $73.7K. The position accounts for 0.1% of the portfolio, ranked #113.

Mowery & Schoenfeld Wealth Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Mowery & Schoenfeld Wealth Management held 907 shares of Coca-Cola worth $73.7K as of Q2 2026.
  • Mowery & Schoenfeld Wealth Management left its Coca-Cola share count unchanged in Q2 2026.
  • Coca-Cola made up 0.1% of Mowery & Schoenfeld Wealth Management's portfolio in Q2 2026, its #113 holding.
  • Mowery & Schoenfeld Wealth Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

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