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Mowery & Schoenfeld Wealth Management, LLC: KO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Mowery & Schoenfeld Wealth Management, LLC on KO, newest first. How the timeline and the estimate are built.

Mowery & Schoenfeld Wealth Management, LLC held 907 KO shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 907 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $73,712.

    13F-HR 0002019946-26-000003 filed by Mowery & Schoenfeld Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 907 shares
    Change vs previous 13F -95 shares

    0.11% of the 13F portfolio, value $68,978.

    13F-HR 0002019946-26-000002 filed by Mowery & Schoenfeld Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,002 shares
    Change vs previous 13F +95 shares

    0.1% of the 13F portfolio, value $70,050.

    13F-HR 0002019946-26-000001 filed by Mowery & Schoenfeld Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 907 shares
    Change vs previous 13F -48 shares

    0.1% of the 13F portfolio, value $60,153.

    13F-HR 0002019946-25-000006 filed by Mowery & Schoenfeld Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 955 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $67,567.

    13F-HR 0002019946-25-000004 filed by Mowery & Schoenfeld Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 955 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $68,398.

    13F-HR 0002019946-25-000003 filed by Mowery & Schoenfeld Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 955 shares
    Change vs previous 13F +382 shares

    0.12% of the 13F portfolio, value $59,459.

    13F-HR 0002019946-25-000001 filed by Mowery & Schoenfeld Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 573 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $41,176.

    13F-HR 0002019946-24-000004 filed by Mowery & Schoenfeld Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).