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Custom Index Systems’s Coca-Cola KO Stock Holding History

Custom Index Systems’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 		$95.5K Buy
+1,175
New +$92.8K 0.03% 323
2024
Q4 		– Sell
-2,843
Closed -$204K – 262
2024
Q3 		$204K Buy
+2,843
New +$195K 0.11% 226
2024
Q2 		– Sell
-3,942
Closed -$241K – 282
2024
Q1 		$241K Buy
+3,942
New +$237K 0.14% 213

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 $3.37T AUM 44.26% 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

Custom Index Systems's KO Position: Q2 2026 in Review

Custom Index Systems opened a new position in Coca-Cola (KO) in Q2 2026: 1,175 shares worth $95.5K. The stake represents 0.03% of the portfolio and ranks #323 among its holdings. This is a return to the name: Custom Index Systems previously reported a position in KO as recently as Q3 2024.

Custom Index Systems first reported a position in KO in Q1 2024 and has held it in 3 quarters since. The position peaked at $241K in Q1 2024. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Custom Index Systems held 1,175 shares of Coca-Cola worth $95.5K as of Q2 2026.
  • Coca-Cola was a new Custom Index Systems position in Q2 2026.
  • Coca-Cola made up 0.03% of Custom Index Systems's portfolio in Q2 2026, its #323 holding.
  • Custom Index Systems first reported a position in Coca-Cola in Q1 2024 and has held it in 3 quarters since.
  • Custom Index Systems's Coca-Cola position peaked at $241K in Q1 2024.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Custom Index Systems's 13F filing for Q2 2026, filed 14 Aug 2026.