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Hamilton Wealth’s Coca-Cola KO Stock Holding History

Hamilton Wealth’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 		$235K Sell
2,894
-198
-6% -$15.6K 0.04% 106
2026
Q1 		$235K Buy
3,092
+201
+7% +$15.2K 0.05% 101
2025
Q4 		$202K Buy
+2,891
New +$202K 0.04% 109
2025
Q3 		– Sell
-2,970
Closed -$210K – 126
2025
Q2 		$210K Buy
2,970
+3
+0.1% +$214 0.05% 95
2025
Q1 		$213K Buy
+2,967
New +$198K 0.05% 98

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Hamilton Wealth's KO Position: Q2 2026 in Review

Hamilton Wealth reduced its Coca-Cola (KO) stake by 6.4% in Q2 2026, selling an estimated $15.6K and leaving 2,894 shares worth $235K. The position accounts for 0.04% of the portfolio, ranked #106.

Hamilton Wealth first reported a position in KO in Q1 2025 and has held it in 5 quarters since. 3,642 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Hamilton Wealth held 2,894 shares of Coca-Cola worth $235K as of Q2 2026.
  • Hamilton Wealth sold 198 Coca-Cola shares in Q2 2026, an estimated $15.6K.
  • Coca-Cola made up 0.04% of Hamilton Wealth's portfolio in Q2 2026, its #106 holding.
  • Hamilton Wealth first reported a position in Coca-Cola in Q1 2025 and has held it in 5 quarters since.
  • 3,642 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Hamilton Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.