Hamilton Capital
KO icon

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
Q3 		$880K Sell
10,226
-91
-0.9% -$7.89K 0.05% 54
2026
Q2 		$838K Buy
10,317
+1,869
+22% +$148K 0.04% 55
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Hamilton Capital's KO Position: Q3 2026 in Review

Hamilton Capital reduced its Coca-Cola (KO) stake by 0.88% in Q3 2026, selling an estimated $7.89K and leaving 10,226 shares worth $880K. The position accounts for 0.05% of the portfolio, ranked #54.

Hamilton Capital first reported a position in KO in Q2 2019 and has held it in 18 quarters since. The position peaked at $938K in Q1 2024. 2,427 funds tracked by Wall St. Rank hold KO as of Q3 2026.

  • Hamilton Capital held 10,226 shares of Coca-Cola worth $880K as of Q3 2026.
  • Hamilton Capital sold 91 Coca-Cola shares in Q3 2026, an estimated $7.89K.
  • Coca-Cola made up 0.05% of Hamilton Capital's portfolio in Q3 2026, its #54 holding.
  • Hamilton Capital first reported a position in Coca-Cola in Q2 2019 and has held it in 18 quarters since.
  • Hamilton Capital's Coca-Cola position peaked at $938K in Q1 2024.
  • 2,427 funds tracked by Wall St. Rank held Coca-Cola as of Q3 2026.

Based on Hamilton Capital's 13F filing for Q3 2026, filed 8 Oct 2026.