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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
Q2 		$11.4M Buy
140,677
+1,027
+0.7% +$81.1K 0.65% 29
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 $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Plato Investment Management's KO Position: Q2 2026 in Review

Plato Investment Management increased its Coca-Cola (KO) stake by 0.74% in Q2 2026, buying an estimated $81.1K and bringing the position to 140,677 shares worth $11.4M. The position accounts for 0.65% of the portfolio, ranked #29.

Plato Investment Management first reported a position in KO in Q4 2023 and has held it in 11 quarters since. 3,641 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Plato Investment Management held 140,677 shares of Coca-Cola worth $11.4M as of Q2 2026.
  • Plato Investment Management bought 1,027 Coca-Cola shares in Q2 2026, an estimated $81.1K.
  • Coca-Cola made up 0.65% of Plato Investment Management's portfolio in Q2 2026, its #29 holding.
  • Plato Investment Management first reported a position in Coca-Cola in Q4 2023 and has held it in 11 quarters since.
  • 3,641 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.