Plato Investment Management’s Coca-Cola Consolidated COKE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-370
| Closed | -$46.8K | – | 546 |
|
|
2024
Q4 | $46.8K | Sell |
370
-620
| -63% | -$78.4K | ﹤0.01% | 497 |
|
|
2024
Q3 | $130K | Hold |
990
| – | – | 0.01% | 408 |
|
|
2024
Q2 | $107K | Sell |
990
-670
| -40% | -$72.7K | 0.01% | 364 |
|
|
2024
Q1 | $141K | Sell |
1,660
-620
| -27% | -$52.5K | 0.01% | 336 |
|
|
2023
Q4 | $212K | Buy |
+2,280
| New | +$212K | 0.26% | 95 |
|