Hamilton Capital’s Coca-Cola KO Stock Holding History

Hamilton Capital’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	$642K	Buy	8,448 +3,142	+59%	+$238K	0.03%	63
2025 Q4	$371K	Buy	+5,306	New	+$370K	0.02%	98
2024 Q4	–	Sell	-8,638	Closed	-$564K	–	136
2024 Q3	$564K	Buy	8,638 +496	+6%	+$34K	0.04%	55
2024 Q2	$518K	Sell	8,142 -7,197	-47%	-$446K	0.04%	53
2024 Q1	$938K	Buy	15,339 +1,797	+13%	+$108K	0.07%	37
2023 Q4	$798K	Sell	13,542 -1,308	-9%	-$74.3K	0.06%	39
2023 Q3	$831K	Buy	14,850 +1,027	+7%	+$61.6K	0.06%	33
2023 Q2	$832K	Buy	13,823 +1,458	+12%	+$90.7K	0.06%	35
2023 Q1	$767K	Sell	12,365 -516	-4%	-$31.2K	0.05%	33
2022 Q4	$819K	Buy	12,881 +6,071	+89%	+$367K	0.05%	38
2022 Q3	$381K	Sell	6,810 -1,785	-21%	-$111K	0.03%	49
2022 Q2	$541K	Buy	8,595 +818	+11%	+$51.9K	0.03%	40
2022 Q1	$482K	Buy	7,777 +2,690	+53%	+$164K	0.03%	52
2021 Q4	$301K	Sell	5,087 -273	-5%	-$15.2K	0.02%	113
2021 Q3	$281K	Buy	+5,360	New	+$299K	0.02%	66
2019 Q3	–	Sell	-8,546	Closed	-$435K	–	43
2019 Q2	$435K	Buy	+8,546	New	+$419K	0.15%	30

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Hamilton Capital's KO Position: Q1 2026 in Review

Hamilton Capital increased its Coca-Cola (KO) stake by 59% in Q1 2026, buying an estimated $238K and bringing the position to 8,448 shares worth $642K. The position accounts for 0.03% of the portfolio, ranked #63.

Hamilton Capital first reported a position in KO in Q2 2019 and has held it in 16 quarters since. The position peaked at $938K in Q1 2024. 3,553 funds tracked by Wall St. Rank hold KO as of Q1 2026.

Hamilton Capital held 8,448 shares of Coca-Cola worth $642K as of Q1 2026.
Hamilton Capital bought 3,142 Coca-Cola shares in Q1 2026, an estimated $238K.
Coca-Cola made up 0.03% of Hamilton Capital's portfolio in Q1 2026, its #63 holding.
Hamilton Capital first reported a position in Coca-Cola in Q2 2019 and has held it in 16 quarters since.
Hamilton Capital's Coca-Cola position peaked at $938K in Q1 2024.
3,553 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Hamilton Capital's 13F filing for Q1 2026, filed 15 May 2026.