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Coldstream Capital Management’s Hamilton Beach Brands HBB Stock Holding History

Coldstream Capital Management’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-31
Closed -$603 – 2041
2025
Q1 		$603 Buy
+31
New +$558 ﹤0.01% 3303

Other funds holding HBB

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Vanguard Group
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Coldstream Capital Management's HBB Position: Q2 2025 in Review

Coldstream Capital Management sold out of Hamilton Beach Brands (HBB) in Q2 2025, closing a stake of 31 shares — an estimated $603 sold.

Coldstream Capital Management first reported a position in HBB in Q1 2025 and held it in 1 quarter. The position peaked at $603 in Q1 2025. 76 funds tracked by Wall St. Rank hold HBB as of Q2 2025.

  • Coldstream Capital Management reported no remaining Hamilton Beach Brands position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 31 Hamilton Beach Brands shares in Q2 2025, an estimated $603.
  • Coldstream Capital Management first reported a position in Hamilton Beach Brands in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's Hamilton Beach Brands position peaked at $603 in Q1 2025.
  • 76 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.