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Hamel Associates’s Coca-Cola KO Stock Holding History

Hamel Associates’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 		$7.91M Sell
97,406
-100
-0.1% -$7.9K 2.18% 14
2026
Q1 		$7.41M Sell
97,506
-677
-0.7% -$51.2K 2.11% 17
2025
Q4 		$6.87M Sell
98,183
-99,600
-50% -$6.94M 2.07% 17
2025
Q3 		$13.1M Buy
197,783
+99,720
+102% +$6.86M 4.03% 5
2025
Q2 		$6.94M Buy
98,063
+280
+0.3% +$19.9K 2.35% 14
2025
Q1 		$7M Sell
97,783
-440
-0.4% -$29.4K 2.38% 14
2024
Q4 		$6.11M Sell
98,223
-1,477
-1% -$96.4K 1.97% 23
2024
Q3 		$7.16M Sell
99,700
-13,491
-12% -$924K 2.19% 16
2024
Q2 		$7.2M Sell
113,191
-909
-0.8% -$56.3K 2.27% 18
2024
Q1 		$6.98M Buy
114,100
+2,165
+2% +$130K 2.24% 20
2023
Q4 		$6.6M Buy
111,935
+26,213
+31% +$1.49M 2.32% 18
2023
Q3 		$4.8M Sell
85,722
-165
-0.2% -$9.9K 1.75% 23
2023
Q2 		$5.17M Buy
85,887
+4,690
+6% +$292K 1.81% 23
2023
Q1 		$5.04M Buy
81,197
+200
+0.2% +$12.1K 1.75% 22
2022
Q4 		$5.15M Buy
80,997
+19,680
+32% +$1.19M 1.79% 22
2022
Q3 		$3.44M Sell
61,317
-800
-1% -$49.7K 1.36% 31
2022
Q2 		$3.91M Buy
62,117
+1,196
+2% +$75.8K 1.54% 23
2022
Q1 		$3.78M Sell
60,921
-1,762
-3% -$107K 1.34% 27
2021
Q4 		$3.71M Buy
62,683
+650
+1% +$36.2K 1.33% 28
2021
Q3 		$3.25M Sell
62,033
-825
-1% -$46K 1.27% 33
2021
Q2 		$3.4M Sell
62,858
-4,550
-7% -$248K 1.3% 32
2021
Q1 		$3.55M Sell
67,408
-5,500
-8% -$277K 1.37% 32
2020
Q4 		$4M Buy
72,908
+6,400
+10% +$331K 1.64% 24
2020
Q3 		$3.28M Buy
66,508
+300
+0.5% +$14.4K 1.46% 26
2020
Q2 		$2.96M Hold
66,208
– – 1.42% 28
2020
Q1 		$2.93M Buy
66,208
+25,275
+62% +$1.37M 1.55% 27
2019
Q4 		$2.27M Buy
40,933
+5,930
+17% +$319K 0.93% 41
2019
Q3 		$1.91M Hold
35,003
– – 0.81% 41
2019
Q2 		$1.78M Sell
35,003
-6,780
-16% -$332K 0.78% 41
2019
Q1 		$1.96M Sell
41,783
-4,567
-10% -$214K 0.88% 39
2018
Q4 		$2.19M Sell
46,350
-475
-1% -$22.7K 1.09% 32
2018
Q3 		$2.16M Sell
46,825
-600
-1% -$27.4K 0.94% 36
2018
Q2 		$2.08M Buy
47,425
+1,800
+4% +$77.7K 0.96% 36
2018
Q1 		$1.98K Sell
45,625
-20,147
-31% -$905K 0.13% 33
2017
Q4 		$3.02M Sell
65,772
-540
-0.8% -$24.8K 1.43% 26
2017
Q3 		$2.98M Sell
66,312
-725
-1% -$33K 1.45% 26
2017
Q2 		$3.01M Sell
67,037
-225
-0.3% -$9.94K 1.51% 26
2017
Q1 		$2.85M Hold
67,262
– – 1.45% 28
2016
Q4 		$2.79M Sell
67,262
-1,695
-2% -$70.5K 1.44% 28
2016
Q3 		$2.92M Buy
68,957
+254
+0.4% +$11.1K 1.54% 25
2016
Q2 		$3.11M Hold
68,703
– – 1.61% 24
2016
Q1 		$3.19M Buy
68,703
+2,746
+4% +$120K 1.69% 23
2015
Q4 		$2.83M Buy
65,957
+11,010
+20% +$467K 1.81% 20
2015
Q3 		$2.2M Sell
54,947
-2,500
-4% -$100K 1.57% 22
2015
Q2 		$2.25M Sell
57,447
-1,500
-3% -$61K 1.48% 24
2015
Q1 		$2.39M Sell
58,947
-3,250
-5% -$136K 1.58% 21
2014
Q4 		$2.63M Sell
62,197
-6,700
-10% -$286K 1.71% 17
2014
Q3 		$2.94M Sell
68,897
-1,260
-2% -$52.1K 1.96% 15
2014
Q2 		$2.97M Hold
70,157
– – 1.96% 16
2014
Q1 		$2.71M Sell
70,157
-3,785
-5% -$146K 1.88% 17
2013
Q4 		$3.05M Buy
+73,942
New +$2.92M 2.14% 12

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Hamel Associates's KO Position: Q2 2026 in Review

Hamel Associates reduced its Coca-Cola (KO) stake by 0.1% in Q2 2026, selling an estimated $7.9K and leaving 97,406 shares worth $7.91M. The position accounts for 2.18% of the portfolio, ranked #14.

Hamel Associates first reported a position in KO in Q4 2013 and has held it in 51 quarters since. The position peaked at $13.1M in Q3 2025. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Hamel Associates held 97,406 shares of Coca-Cola worth $7.91M as of Q2 2026.
  • Hamel Associates sold 100 Coca-Cola shares in Q2 2026, an estimated $7.9K.
  • Coca-Cola made up 2.18% of Hamel Associates's portfolio in Q2 2026, its #14 holding.
  • Hamel Associates first reported a position in Coca-Cola in Q4 2013 and has held it in 51 quarters since.
  • Hamel Associates's Coca-Cola position peaked at $13.1M in Q3 2025.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Hamel Associates's 13F filing for Q2 2026, filed 27 Jul 2026.