Plato Investment Management’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10.9M | Buy |
154,608
+733
| +0.5% | +$51.7K | 0.82% | 15 |
|
|
2025
Q1 | $11.1M | Sell |
153,875
-8,994
| -6% | -$651K | 0.94% | 15 |
|
|
2024
Q4 | $10.2M | Buy |
162,869
+6,173
| +4% | +$386K | 0.75% | 19 |
|
|
2024
Q3 | $11.2M | Buy |
156,696
+1,787
| +1% | +$128K | 0.91% | 16 |
|
|
2024
Q2 | $9.86M | Buy |
154,909
+8,342
| +6% | +$531K | 0.92% | 17 |
|
|
2024
Q1 | $8.97M | Buy |
146,567
+135,798
| +1,261% | +$8.31M | 0.93% | 17 |
|
|
2023
Q4 | $635K | Buy |
+10,769
| New | +$635K | 0.78% | 26 |
|