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Wellington-Altus USA’s Coca-Cola KO Stock Holding History

Wellington-Altus USA’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 		$216K Buy
2,841
+63
+2% +$4.98K 0.15% 112
2026
Q1 		$226K Sell
2,778
-70
-2% -$5.29K 0.13% 143
2025
Q4 		$199K Buy
+2,848
New +$199K 0.15% 118

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

Wellington-Altus USA's KO Position: Q2 2026 in Review

Wellington-Altus USA increased its Coca-Cola (KO) stake by 2.3% in Q2 2026, buying an estimated $4.98K and bringing the position to 2,841 shares worth $216K. The position accounts for 0.15% of the portfolio, ranked #112.

Wellington-Altus USA first reported a position in KO in Q4 2025 and has held it in 3 quarters since. The position peaked at $226K in Q1 2026. 3,644 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • Wellington-Altus USA held 2,841 shares of Coca-Cola worth $216K as of Q2 2026.
  • Wellington-Altus USA bought 63 Coca-Cola shares in Q2 2026, an estimated $4.98K.
  • Coca-Cola made up 0.15% of Wellington-Altus USA's portfolio in Q2 2026, its #112 holding.
  • Wellington-Altus USA first reported a position in Coca-Cola in Q4 2025 and has held it in 3 quarters since.
  • Wellington-Altus USA's Coca-Cola position peaked at $226K in Q1 2026.
  • 3,644 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wellington-Altus USA's 13F filing for Q2 2026, filed 17 Sep 2026.