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Plato Investment Management’s Coca-Cola Consolidated COKE Stock Holding History

Plato Investment Management’s Portfolio COKE Stock Details COKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-370
Closed -$46.8K – 546
2024
Q4 		$46.8K Sell
370
-620
-63% -$77.6K ﹤0.01% 497
2024
Q3 		$130K Hold
990
– – 0.01% 408
2024
Q2 		$107K Sell
990
-670
-40% -$62K 0.01% 364
2024
Q1 		$141K Sell
1,660
-620
-27% -$53.4K 0.01% 336
2023
Q4 		$212K Buy
+2,280
New +$165K 0.26% 95

Other funds holding COKE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Plato Investment Management's COKE Position: Q1 2025 in Review

Plato Investment Management sold out of Coca-Cola Consolidated (COKE) in Q1 2025, closing a stake of 370 shares — an estimated $46.8K sold.

Plato Investment Management first reported a position in COKE in Q4 2023 and held it in 5 quarters. The position peaked at $212K in Q4 2023. 466 funds tracked by Wall St. Rank hold COKE as of Q1 2025.

  • Plato Investment Management reported no remaining Coca-Cola Consolidated position as of Q1 2025 after selling out during the quarter.
  • Plato Investment Management sold 370 Coca-Cola Consolidated shares in Q1 2025, an estimated $46.8K.
  • Plato Investment Management first reported a position in Coca-Cola Consolidated in Q4 2023 and held it in 5 quarters.
  • Plato Investment Management's Coca-Cola Consolidated position peaked at $212K in Q4 2023.
  • 466 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q1 2025.

Based on Plato Investment Management's 13F filing for Q1 2025, filed 20 May 2025.