Wellington Capital Management’s Coca-Cola KO Stock Holding History

Wellington Capital Management’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
2025 Q2	$592K	Buy	+5,275	New	+$376K	0.88%	34

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Wellington Capital Management's KO Position: Q2 2025 in Review

Wellington Capital Management opened a new position in Coca-Cola (KO) in Q2 2025: 5,275 shares worth $592K. The stake represents 0.88% of the portfolio and ranks #34 among its holdings.

3,359 funds tracked by Wall St. Rank hold KO as of Q2 2025.

Wellington Capital Management held 5,275 shares of Coca-Cola worth $592K as of Q2 2025.
Coca-Cola was a new Wellington Capital Management position in Q2 2025.
Coca-Cola made up 0.88% of Wellington Capital Management's portfolio in Q2 2025, its #34 holding.
3,359 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2025.

Based on Wellington Capital Management's 13F filing for Q2 2025, filed 18 Aug 2025.