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Plato Investment Management’s Coca-Cola KO Stock Holding History

Plato Investment Management’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
2026
Q1 		$10.6M Sell
139,650
-12,656
-8% -$957K 0.71% 19
2025
Q4 		$10.7M Sell
152,306
-5,448
-3% -$380K 0.7% 17
2025
Q3 		$10.4M Buy
157,754
+3,146
+2% +$217K 0.7% 19
2025
Q2 		$10.9M Buy
154,608
+733
+0.5% +$52.2K 0.82% 15
2025
Q1 		$11.1M Sell
153,875
-8,994
-6% -$601K 0.94% 15
2024
Q4 		$10.2M Buy
162,869
+6,173
+4% +$403K 0.75% 19
2024
Q3 		$11.2M Buy
156,696
+1,787
+1% +$122K 0.91% 16
2024
Q2 		$9.86M Buy
154,909
+8,342
+6% +$516K 0.92% 17
2024
Q1 		$8.97M Buy
146,567
+135,798
+1,261% +$8.16M 0.93% 17
2023
Q4 		$635K Buy
+10,769
New +$612K 0.78% 26

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Plato Investment Management's KO Position: Q1 2026 in Review

Plato Investment Management reduced its Coca-Cola (KO) stake by 8.3% in Q1 2026, selling an estimated $957K and leaving 139,650 shares worth $10.6M. The position accounts for 0.71% of the portfolio, ranked #19.

Plato Investment Management first reported a position in KO in Q4 2023 and has held it in 10 quarters since. The position peaked at $11.2M in Q3 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Plato Investment Management held 139,650 shares of Coca-Cola worth $10.6M as of Q1 2026.
  • Plato Investment Management sold 12,656 Coca-Cola shares in Q1 2026, an estimated $957K.
  • Coca-Cola made up 0.71% of Plato Investment Management's portfolio in Q1 2026, its #19 holding.
  • Plato Investment Management first reported a position in Coca-Cola in Q4 2023 and has held it in 10 quarters since.
  • Plato Investment Management's Coca-Cola position peaked at $11.2M in Q3 2024.
  • 3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.