Hamilton Point Investment Advisors’s Coca-Cola KO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.17M | Hold |
14,250
| – | – | 0.16% | 74 |
|
|
2026
Q1 | $1.09M | Hold |
14,250
| – | – | 0.17% | 73 |
|
|
2025
Q4 | $996K | Buy |
14,250
+1,070
| +8% | +$74.6K | 0.15% | 75 |
|
|
2025
Q3 | $881K | Hold |
13,180
| – | – | 0.14% | 78 |
|
|
2025
Q2 | $939K | Sell |
13,180
-49
| -0.4% | -$3.49K | 0.15% | 75 |
|
|
2025
Q1 | $954K | Sell |
13,229
-153
| -1% | -$10.2K | 0.17% | 71 |
|
|
2024
Q4 | $833K | Sell |
13,382
-547
| -4% | -$35.7K | 0.15% | 78 |
|
|
2024
Q3 | $1.01M | Hold |
13,929
| – | – | 0.18% | 71 |
|
|
2024
Q2 | $893K | Sell |
13,929
-118
| -0.8% | -$7.3K | 0.17% | 70 |
|
|
2024
Q1 | $866K | Hold |
14,047
| – | – | 0.17% | 74 |
|
|
2023
Q4 | $828K | Sell |
14,047
-92
| -0.7% | -$5.23K | 0.17% | 77 |
|
|
2023
Q3 | $798K | Hold |
14,139
| – | – | 0.2% | 71 |
|
|
2023
Q2 | $858K | Buy |
14,139
+800
| +6% | +$49.8K | 0.21% | 71 |
|
|
2023
Q1 | $834K | Buy |
13,339
+6,871
| +106% | +$416K | 0.2% | 71 |
|
|
2022
Q4 | $411K | Sell |
6,468
-353
| -5% | -$21.3K | 0.11% | 66 |
|
|
2022
Q3 | $385K | Hold |
6,821
| – | – | 0.12% | 64 |
|
|
2022
Q2 | $432K | Buy |
6,821
+249
| +4% | +$15.8K | 0.13% | 63 |
|
|
2022
Q1 | $410K | Hold |
6,572
| – | – | 0.11% | 64 |
|
|
2021
Q4 | $389K | Sell |
6,572
-100
| -1% | -$5.57K | 0.09% | 67 |
|
|
2021
Q3 | $353K | Hold |
6,672
| – | – | 0.09% | 66 |
|
|
2021
Q2 | $364K | Hold |
6,672
| – | – | 0.1% | 64 |
|
|
2021
Q1 | $354K | Sell |
6,672
-341
| -5% | -$17.2K | 0.1% | 62 |
|
|
2020
Q4 | $385K | Hold |
7,013
| – | – | 0.12% | 61 |
|
|
2020
Q3 | $349K | Sell |
7,013
-500
| -7% | -$24K | 0.12% | 59 |
|
|
2020
Q2 | $339K | Hold |
7,513
| – | – | 0.13% | 59 |
|
|
2020
Q1 | $336K | Buy |
7,513
+60
| +0.8% | +$3.24K | 0.16% | 59 |
|
|
2019
Q4 | $413K | Hold |
7,453
| – | – | 0.16% | 62 |
|
|
2019
Q3 | $409K | Hold |
7,453
| – | – | 0.17% | 61 |
|
|
2019
Q2 | $382K | Hold |
7,453
| – | – | 0.16% | 62 |
|
|
2019
Q1 | $352K | Hold |
7,453
| – | – | 0.16% | 62 |
|
|
2018
Q4 | $353K | Buy |
7,453
+619
| +9% | +$29.6K | 0.18% | 63 |
|
|
2018
Q3 | $318K | Hold |
6,834
| – | – | 0.15% | 65 |
|
|
2018
Q2 | $302K | Hold |
6,834
| – | – | 0.15% | 65 |
|
|
2018
Q1 | $299K | Buy |
6,834
+857
| +14% | +$38.5K | 0.15% | 65 |
|
|
2017
Q4 | $274K | Hold |
5,977
| – | – | 0.14% | 67 |
|
|
2017
Q3 | $271K | Hold |
5,977
| – | – | 0.15% | 72 |
|
|
2017
Q2 | $268K | Hold |
5,977
| – | – | 0.15% | 71 |
|
|
2017
Q1 | $254K | Hold |
5,977
| – | – | 0.14% | 72 |
|
|
2016
Q4 | $248K | Hold |
5,977
| – | – | 0.15% | 70 |
|
|
2016
Q3 | $253K | Sell |
5,977
-690
| -10% | -$30.2K | 0.16% | 71 |
|
|
2016
Q2 | $302K | Buy |
6,667
+1,880
| +39% | +$85K | 0.2% | 68 |
|
|
2016
Q1 | $222K | Hold |
4,787
| – | – | 0.15% | 70 |
|
|
2015
Q4 | $206K | Buy |
+4,787
| New | +$203K | 0.14% | 72 |
|
Other funds holding KO
Hamilton Point Investment Advisors's KO Position: Q2 2026 in Review
Hamilton Point Investment Advisors held its Coca-Cola (KO) position steady in Q2 2026 at 14,250 shares worth $1.17M. The position accounts for 0.16% of the portfolio, ranked #74.
Hamilton Point Investment Advisors first reported a position in KO in Q4 2015 and has held it in 43 quarters since. 3,622 funds tracked by Wall St. Rank hold KO as of Q2 2026.
- Hamilton Point Investment Advisors held 14,250 shares of Coca-Cola worth $1.17M as of Q2 2026.
- Hamilton Point Investment Advisors left its Coca-Cola share count unchanged in Q2 2026.
- Coca-Cola made up 0.16% of Hamilton Point Investment Advisors's portfolio in Q2 2026, its #74 holding.
- Hamilton Point Investment Advisors first reported a position in Coca-Cola in Q4 2015 and has held it in 43 quarters since.
- 3,622 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.
Based on Hamilton Point Investment Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.