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Koss-Olinger Consulting’s Hamilton Beach Brands HBB Stock Holding History

Koss-Olinger Consulting’s Portfolio HBB Stock Details HBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$216K Sell
9,359
-21,328
-70% -$425K 0.02% 155
2026
Q1 		$582K Sell
30,687
-1,210
-4% -$22.1K 0.05% 144
2025
Q4 		$525K Sell
31,897
-3,808
-11% -$57.7K 0.04% 164
2025
Q3 		$639K Hold
35,705
– – 0.05% 167
2025
Q2 		$639K Sell
35,705
-2,310
-6% -$41K 0.05% 169
2025
Q1 		$739K Buy
+38,015
New +$684K 0.06% 142

Other funds holding HBB

Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $551M AUM 49.99% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return

Koss-Olinger Consulting's HBB Position: Q2 2026 in Review

Koss-Olinger Consulting reduced its Hamilton Beach Brands (HBB) stake by 70% in Q2 2026, selling an estimated $425K and leaving 9,359 shares worth $216K. The position accounts for 0.02% of the portfolio, ranked #155.

Koss-Olinger Consulting first reported a position in HBB in Q1 2025 and has held it in 6 quarters since. The position peaked at $739K in Q1 2025. 81 funds tracked by Wall St. Rank hold HBB as of Q2 2026.

  • Koss-Olinger Consulting held 9,359 shares of Hamilton Beach Brands worth $216K as of Q2 2026.
  • Koss-Olinger Consulting sold 21,328 Hamilton Beach Brands shares in Q2 2026, an estimated $425K.
  • Hamilton Beach Brands made up 0.02% of Koss-Olinger Consulting's portfolio in Q2 2026, its #155 holding.
  • Koss-Olinger Consulting first reported a position in Hamilton Beach Brands in Q1 2025 and has held it in 6 quarters since.
  • Koss-Olinger Consulting's Hamilton Beach Brands position peaked at $739K in Q1 2025.
  • 81 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q2 2026.

Based on Koss-Olinger Consulting's 13F filing for Q2 2026, filed 10 Aug 2026.