Custom Portfolio Group’s Coca-Cola KO Stock Holding History

Custom Portfolio Group’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 Q2	$56.7K	Hold	884	–	–	0.04%	101
2024 Q1	$54.5K	Hold	884	–	–	0.04%	102
2023 Q4	$52.1K	Buy	+884	New	+$50.2K	0.05%	96

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Custom Portfolio Group's KO Position: Q2 2024 in Review

Custom Portfolio Group held its Coca-Cola (KO) position steady in Q2 2024 at 884 shares worth $56.7K. The position accounts for 0.04% of the portfolio, ranked #101.

Custom Portfolio Group first reported a position in KO in Q4 2023 and has held it in 3 quarters since. 3,036 funds tracked by Wall St. Rank hold KO as of Q2 2024.

Custom Portfolio Group held 884 shares of Coca-Cola worth $56.7K as of Q2 2024.
Custom Portfolio Group left its Coca-Cola share count unchanged in Q2 2024.
Coca-Cola made up 0.04% of Custom Portfolio Group's portfolio in Q2 2024, its #101 holding.
Custom Portfolio Group first reported a position in Coca-Cola in Q4 2023 and has held it in 3 quarters since.
3,036 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2024.

Based on Custom Portfolio Group's 13F filing for Q2 2024, filed 27 Aug 2024.