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James Hambro & Partners’s Coca-Cola KO Stock Holding History

James Hambro & Partners’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 		$106M Buy
1,306,225
+11,699
+0.9% +$924K 3.84% 11
2026
Q1 		$98.5M Sell
1,294,526
-87,922
-6% -$6.65M 3.86% 14
2025
Q4 		$96.7M Buy
1,382,448
+49,194
+4% +$3.43M 3.45% 16
2025
Q3 		$88.4M Sell
1,333,254
-57,121
-4% -$3.93M 3.14% 19
2025
Q2 		$98.3M Buy
1,390,375
+38,569
+3% +$2.75M 3.89% 15
2025
Q1 		$96.8M Buy
1,351,806
+40,636
+3% +$2.71M 4.04% 14
2024
Q4 		$81.7M Buy
1,311,170
+34,917
+3% +$2.28M 3.22% 19
2024
Q3 		$91.7M Buy
1,276,253
+47,127
+4% +$3.23M 3.82% 15
2024
Q2 		$78.2M Buy
1,229,126
+70,178
+6% +$4.34M 3.64% 16
2024
Q1 		$70.9M Buy
1,158,948
+143,017
+14% +$8.59M 3.32% 18
2023
Q4 		$59.9M Buy
1,015,931
+116,916
+13% +$6.64M 3.19% 19
2023
Q3 		$50.3M Buy
899,015
+37,896
+4% +$2.27M 3.26% 18
2023
Q2 		$51.9M Buy
861,119
+48,440
+6% +$3.01M 3.42% 17
2023
Q1 		$50.4M Buy
812,679
+12,687
+2% +$768K 3.68% 15
2022
Q4 		$50.9M Buy
799,992
+8,676
+1% +$524K 3.89% 14
2022
Q3 		$44.4M Sell
791,316
-28,678
-3% -$1.78M 3.87% 12
2022
Q2 		$51.6M Sell
819,994
-8,903
-1% -$564K 4.3% 12
2022
Q1 		$51.4M Buy
828,897
+134,582
+19% +$8.18M 3.65% 14
2021
Q4 		$41.1M Buy
694,315
+30,122
+5% +$1.68M 2.79% 16
2021
Q3 		$34.8M Buy
664,193
+69,097
+12% +$3.85M 2.6% 16
2021
Q2 		$32.2M Buy
595,096
+40,962
+7% +$2.23M 2.55% 16
2021
Q1 		$29.2M Buy
554,134
+312,110
+129% +$15.7M 2.7% 14
2020
Q4 		$13.3M Buy
242,024
+53,725
+29% +$2.78M 1.49% 18
2020
Q3 		$9.28M Buy
188,299
+13,928
+8% +$670K 1.31% 19
2020
Q2 		$7.78M Buy
174,371
+32,523
+23% +$1.5M 1.2% 19
2020
Q1 		$6.28M Buy
141,848
+4,714
+3% +$255K 1.23% 18
2019
Q4 		$7.59M Buy
137,134
+26,357
+24% +$1.42M 1.29% 17
2019
Q3 		$6.03M Buy
+110,777
New +$5.93M 1.21% 16

Other funds holding KO

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
FOFI
Fenelon Opportunity Fund Inc. Dallas, Texas $2.01B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

James Hambro & Partners's KO Position: Q2 2026 in Review

James Hambro & Partners increased its Coca-Cola (KO) stake by 0.9% in Q2 2026, buying an estimated $924K and bringing the position to 1,306,225 shares worth $106M. The position accounts for 3.84% of the portfolio, ranked #11.

James Hambro & Partners first reported a position in KO in Q3 2019 and has held it in 28 quarters since. 1,766 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • James Hambro & Partners held 1,306,225 shares of Coca-Cola worth $106M as of Q2 2026.
  • James Hambro & Partners bought 11,699 Coca-Cola shares in Q2 2026, an estimated $924K.
  • Coca-Cola made up 3.84% of James Hambro & Partners's portfolio in Q2 2026, its #11 holding.
  • James Hambro & Partners first reported a position in Coca-Cola in Q3 2019 and has held it in 28 quarters since.
  • 1,766 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on James Hambro & Partners's 13F filing for Q2 2026, filed 23 Jul 2026.