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
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 Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Custom Index Systems's KO Position: Q4 2024 in Review

Custom Index Systems sold out of Coca-Cola (KO) in Q4 2024, closing a stake of 2,843 shares — an estimated $204K sold.

Custom Index Systems first reported a position in KO in Q1 2024 and held it in 2 quarters. The position peaked at $241K in Q1 2024. 3,277 funds tracked by Wall St. Rank hold KO as of Q4 2024.

Custom Index Systems reported no remaining Coca-Cola position as of Q4 2024 after selling out during the quarter.
Custom Index Systems sold 2,843 Coca-Cola shares in Q4 2024, an estimated $204K.
Custom Index Systems first reported a position in Coca-Cola in Q1 2024 and held it in 2 quarters.
Custom Index Systems's Coca-Cola position peaked at $241K in Q1 2024.
3,277 funds tracked by Wall St. Rank held Coca-Cola as of Q4 2024.

Based on Custom Index Systems's 13F filing for Q4 2024, filed 23 Jan 2025.