HPIA

Hamilton Point Investment Advisors’s Coca-Cola KO Stock Holding History

Hamilton Point Investment Advisors’s Portfolio KO Stock Details KO Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$939K	Sell	13,180 -49	-0.4%	-$3.49K	0.15%	75
2025 Q1	$954K	Sell	13,229 -153	-1%	-$11K	0.17%	71
2024 Q4	$833K	Sell	13,382 -547	-4%	-$34.1K	0.15%	77
2024 Q3	$1.01M	Hold	13,929	–	–	0.18%	70
2024 Q2	$893K	Sell	13,929 -118	-0.8%	-$7.57K	0.17%	69
2024 Q1	$866K	Hold	14,047	–	–	0.17%	73
2023 Q4	$828K	Sell	14,047 -92	-0.7%	-$5.42K	0.17%	76
2023 Q3	$798K	Hold	14,139	–	–	0.2%	71
2023 Q2	$858K	Buy	14,139 +800	+6%	+$48.5K	0.21%	71
2023 Q1	$834K	Buy	13,339 +6,871	+106%	+$429K	0.2%	70
2022 Q4	$411K	Sell	6,468 -353	-5%	-$22.5K	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%	-$5.92K	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%	-$18.1K	0.1%	62
2020 Q4	$385K	Hold	7,013	–	–	0.12%	61
2020 Q3	$349K	Sell	7,013 -500	-7%	-$24.9K	0.12%	59
2020 Q2	$339K	Hold	7,513	–	–	0.13%	59
2020 Q1	$336K	Buy	7,513 +60	+0.8%	+$2.68K	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%	+$29.3K	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%	+$37.5K	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%	-$29.2K	0.16%	71
2016 Q2	$302K	Buy	6,667 +1,880	+39%	+$85.2K	0.2%	68
2016 Q1	$222K	Hold	4,787	–	–	0.15%	70
2015 Q4	$206K	Buy	+4,787	New	+$206K	0.14%	72