Wellington Group’s Coca-Cola KO Stock Holding History

Wellington Group’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	–	Sell	-1,335	Closed	-$102K	–	268
2026 Q1	$102K	Sell	1,335 -364	-21%	-$27.5K	0.03%	193
2025 Q4	$119K	Buy	+1,699	New	+$118K	0.04%	165

Other funds holding KO

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wellington Group's KO Position: Q2 2026 in Review

Wellington Group sold out of Coca-Cola (KO) in Q2 2026, closing a stake of 1,335 shares — an estimated $102K sold.

Wellington Group first reported a position in KO in Q4 2025 and held it in 2 quarters. The position peaked at $119K in Q4 2025. 3,628 funds tracked by Wall St. Rank hold KO as of Q2 2026.

Wellington Group reported no remaining Coca-Cola position as of Q2 2026 after selling out during the quarter.
Wellington Group sold 1,335 Coca-Cola shares in Q2 2026, an estimated $102K.
Wellington Group first reported a position in Coca-Cola in Q4 2025 and held it in 2 quarters.
Wellington Group's Coca-Cola position peaked at $119K in Q4 2025.
3,628 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on Wellington Group's 13F filing for Q2 2026, filed 14 Aug 2026.