HIC
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Hamrick Investment Counsel’s Coca-Cola KO Stock Holding History

Hamrick Investment Counsel’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 		$43.4K Sell
530
-140
-21% -$11.1K 0.03% 98
2026
Q1 		$51.3K Sell
670
-46
-6% -$3.48K 0.03% 143
2025
Q4 		$50.1K Buy
+716
New +$49.9K 0.04% 88

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 $3.38T AUM 44.17% 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

Hamrick Investment Counsel's KO Position: Q2 2026 in Review

Hamrick Investment Counsel reduced its Coca-Cola (KO) stake by 21% in Q2 2026, selling an estimated $11.1K and leaving 530 shares worth $43.4K. The position accounts for 0.03% of the portfolio, ranked #98.

Hamrick Investment Counsel first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $51.3K in Q1 2026. 3,648 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Hamrick Investment Counsel held 530 shares of Coca-Cola worth $43.4K as of Q2 2026.
  • Hamrick Investment Counsel sold 140 Coca-Cola shares in Q2 2026, an estimated $11.1K.
  • Coca-Cola made up 0.03% of Hamrick Investment Counsel's portfolio in Q2 2026, its #98 holding.
  • Hamrick Investment Counsel first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Hamrick Investment Counsel's Coca-Cola position peaked at $51.3K in Q1 2026.
  • 3,648 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Hamrick Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.