Wellington Management Group
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Wellington Management Group’s Coca-Cola Consolidated COKE Stock Holding History

Wellington Management Group’s Portfolio COKE Stock Details COKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.18M Buy
+37,631
New +$7.01M ﹤0.01% 1382
2025
Q2 		– Sell
-28,950
Closed -$3.91M – 1964
2025
Q1 		$3.91M Sell
28,950
-4,010
-12% -$539K ﹤0.01% 1418
2024
Q4 		$4.15M Buy
32,960
+8,200
+33% +$1.03M ﹤0.01% 1392
2024
Q3 		$3.26M Buy
+24,760
New +$3.03M ﹤0.01% 1430
2024
Q2 		– Sell
-50,820
Closed -$4.3M – 1897
2024
Q1 		$4.3M Sell
50,820
-14,910
-23% -$1.28M ﹤0.01% 1360
2023
Q4 		$6.1M Buy
+65,730
New +$4.76M ﹤0.01% 1254
2022
Q4 		– Sell
-15,060
Closed -$620K – 2009
2022
Q3 		$620K Buy
+15,060
New +$741K ﹤0.01% 1741
2021
Q4 		– Sell
-11,080
Closed -$437K – 2196
2021
Q3 		$437K Buy
+11,080
New +$441K ﹤0.01% 1963
2021
Q2 		– Sell
-9,030
Closed -$261K – 2153
2021
Q1 		$261K Buy
+9,030
New +$248K ﹤0.01% 2019
2020
Q1 		– Sell
-102,600
Closed -$2.91M – 1936
2019
Q4 		$2.91M Sell
102,600
-37,190
-27% -$1.04M ﹤0.01% 1463
2019
Q3 		$4.25M Buy
139,790
+45,910
+49% +$1.44M ﹤0.01% 1387
2019
Q2 		$2.81M Buy
+93,880
New +$2.94M ﹤0.01% 1534

Other funds holding COKE

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wellington Management Group's COKE Position: Q2 2026 in Review

Wellington Management Group opened a new position in Coca-Cola Consolidated (COKE) in Q2 2026: 37,631 shares worth $7.18M. The stake represents ﹤0.01% of the portfolio and ranks #1382 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in COKE as recently as Q1 2025.

Wellington Management Group first reported a position in COKE in Q2 2019 and has held it in 12 quarters since. 610 funds tracked by Wall St. Rank hold COKE as of Q2 2026.

  • Wellington Management Group held 37,631 shares of Coca-Cola Consolidated worth $7.18M as of Q2 2026.
  • Coca-Cola Consolidated was a new Wellington Management Group position in Q2 2026.
  • Coca-Cola Consolidated made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1382 holding.
  • Wellington Management Group first reported a position in Coca-Cola Consolidated in Q2 2019 and has held it in 12 quarters since.
  • 610 funds tracked by Wall St. Rank held Coca-Cola Consolidated as of Q2 2026.

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