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

Wellington Management 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
Q1 		$2.02B Sell
26,614,726
-2,044,908
-7% -$155M 0.38% 57
2025
Q4 		$2B Sell
28,659,634
-6,729,772
-19% -$469M 0.35% 64
2025
Q3 		$2.35B Sell
35,389,406
-10,112,150
-22% -$696M 0.41% 51
2025
Q2 		$3.22B Sell
45,501,556
-1,945,874
-4% -$139M 0.58% 32
2025
Q1 		$3.4B Buy
47,447,430
+16,383,870
+53% +$1.09B 0.65% 31
2024
Q4 		$1.93B Sell
31,063,560
-551,868
-2% -$36M 0.35% 66
2024
Q3 		$2.27B Buy
31,615,428
+4,013,996
+15% +$275M 0.4% 60
2024
Q2 		$1.76B Buy
27,601,432
+2,626,517
+11% +$163M 0.31% 75
2024
Q1 		$1.53B Sell
24,974,915
-713,236
-3% -$42.8M 0.27% 94
2023
Q4 		$1.51B Sell
25,688,151
-2,493,641
-9% -$142M 0.28% 85
2023
Q3 		$1.58B Sell
28,181,792
-14,772,570
-34% -$886M 0.32% 74
2023
Q2 		$2.59B Sell
42,954,362
-11,974,287
-22% -$745M 0.49% 47
2023
Q1 		$3.41B Sell
54,928,649
-5,095,884
-8% -$309M 0.68% 32
2022
Q4 		$3.82B Sell
60,024,533
-5,478,487
-8% -$331M 0.77% 30
2022
Q3 		$3.67B Sell
65,503,020
-3,346,078
-5% -$208M 0.78% 24
2022
Q2 		$4.33B Sell
68,849,098
-11,804,940
-15% -$748M 0.87% 22
2022
Q1 		$5B Buy
80,654,038
+7,800,237
+11% +$474M 0.86% 20
2021
Q4 		$4.31B Buy
72,853,801
+1,132,489
+2% +$63.1M 0.69% 26
2021
Q3 		$3.76B Sell
71,721,312
-495,845
-0.7% -$27.6M 0.64% 29
2021
Q2 		$3.91B Sell
72,217,157
-5,727,521
-7% -$312M 0.65% 26
2021
Q1 		$4.11B Sell
77,944,678
-21,616,554
-22% -$1.09B 0.72% 26
2020
Q4 		$5.46B Sell
99,561,232
-5,203,611
-5% -$269M 1.01% 15
2020
Q3 		$5.17B Sell
104,764,843
-4,013,322
-4% -$193M 1.07% 15
2020
Q2 		$4.86B Buy
108,778,165
+6,084,908
+6% +$280M 1.08% 11
2020
Q1 		$4.54B Buy
102,693,257
+10,308,917
+11% +$557M 1.2% 12
2019
Q4 		$5.11B Sell
92,384,340
-562,767
-0.6% -$30.3M 1.07% 14
2019
Q3 		$5.06B Buy
92,947,107
+456,433
+0.5% +$24.4M 1.14% 11
2019
Q2 		$4.71B Buy
92,490,674
+11,000,079
+13% +$539M 1.04% 13
2019
Q1 		$3.82B Buy
81,490,595
+9,098,307
+13% +$426M 0.86% 19
2018
Q4 		$3.43B Buy
72,392,288
+7,143,129
+11% +$342M 0.86% 17
2018
Q3 		$3.01B Buy
65,249,159
+14,576,789
+29% +$666M 0.63% 30
2018
Q2 		$2.22B Buy
50,672,370
+8,281,150
+20% +$358M 0.49% 43
2018
Q1 		$1.84B Buy
42,391,220
+3,541,534
+9% +$159M 0.42% 62
2017
Q4 		$1.78B Buy
38,849,686
+966,682
+3% +$44.4M 0.39% 65
2017
Q3 		$1.71B Sell
37,883,004
-745,763
-2% -$33.9M 0.39% 65
2017
Q2 		$1.73B Sell
38,628,767
-154,776
-0.4% -$6.84M 0.41% 62
2017
Q1 		$1.65B Sell
38,783,543
-10,630,126
-22% -$443M 0.4% 63
2016
Q4 		$2.05B Sell
49,413,669
-9,592,301
-16% -$399M 0.51% 45
2016
Q3 		$2.5B Sell
59,005,970
-3,849,521
-6% -$169M 0.63% 35
2016
Q2 		$2.85B Sell
62,855,491
-2,485,904
-4% -$112M 0.74% 25
2016
Q1 		$3.03B Sell
65,341,395
-4,778,404
-7% -$208M 0.8% 27
2015
Q4 		$3.01B Sell
70,119,799
-7,043
-0% -$299K 0.79% 24
2015
Q3 		$2.81B Buy
70,126,842
+693,150
+1% +$27.8M 0.78% 24
2015
Q2 		$2.72B Buy
69,433,692
+4,286,181
+7% +$174M 0.7% 28
2015
Q1 		$2.64B Buy
65,147,511
+4,898,317
+8% +$205M 0.68% 30
2014
Q4 		$2.54B Buy
60,249,194
+41,280,807
+218% +$1.76B 0.67% 31
2014
Q3 		$809M Buy
18,968,387
+6,546,847
+53% +$271M 0.22% 101
2014
Q2 		$526M Sell
12,421,540
-285,505
-2% -$11.6M 0.14% 163
2014
Q1 		$491M Buy
12,707,045
+3,099,688
+32% +$120M 0.14% 165
2013
Q4 		$397M Sell
9,607,357
-2,854,214
-23% -$113M 0.11% 204
2013
Q3 		$472M Buy
12,461,571
+1,753,148
+16% +$69.3M 0.15% 161
2013
Q2 		$430M Buy
+10,708,423
New +$443M 0.14% 165

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group's KO Position: Q1 2026 in Review

Wellington Management Group reduced its Coca-Cola (KO) stake by 7.1% in Q1 2026, selling an estimated $155M and leaving 26,614,726 shares worth $2.02B. The position accounts for 0.38% of the portfolio, ranked #57.

Wellington Management Group first reported a position in KO in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.46B in Q4 2020. 3,552 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Wellington Management Group held 26,614,726 shares of Coca-Cola worth $2.02B as of Q1 2026.
  • Wellington Management Group sold 2,044,908 Coca-Cola shares in Q1 2026, an estimated $155M.
  • Coca-Cola made up 0.38% of Wellington Management Group's portfolio in Q1 2026, its #57 holding.
  • Wellington Management Group first reported a position in Coca-Cola in Q2 2013 and has held it in 52 quarters since.
  • Wellington Management Group's Coca-Cola position peaked at $5.46B in Q4 2020.
  • 3,552 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

Based on Wellington Management Group's 13F filing for Q1 2026, filed 15 May 2026.