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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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CFMC
Curbstone Financial Management Corp Manchester, New Hampshire $587M AUM 24.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Koss-Olinger Consulting's HBB Position: Q1 2026 in Review

Koss-Olinger Consulting reduced its Hamilton Beach Brands (HBB) stake by 3.8% in Q1 2026, selling an estimated $22.1K and leaving 30,687 shares worth $582K. The position accounts for 0.05% of the portfolio, ranked #144.

Koss-Olinger Consulting first reported a position in HBB in Q1 2025 and has held it in 5 quarters since. The position peaked at $739K in Q1 2025. 77 funds tracked by Wall St. Rank hold HBB as of Q1 2026.

  • Koss-Olinger Consulting held 30,687 shares of Hamilton Beach Brands worth $582K as of Q1 2026.
  • Koss-Olinger Consulting sold 1,210 Hamilton Beach Brands shares in Q1 2026, an estimated $22.1K.
  • Hamilton Beach Brands made up 0.05% of Koss-Olinger Consulting's portfolio in Q1 2026, its #144 holding.
  • Koss-Olinger Consulting first reported a position in Hamilton Beach Brands in Q1 2025 and has held it in 5 quarters since.
  • Koss-Olinger Consulting's Hamilton Beach Brands position peaked at $739K in Q1 2025.
  • 77 funds tracked by Wall St. Rank held Hamilton Beach Brands as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.