Wellington Management Group
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Wellington Management Group’s Lifeway Foods LWAY Stock Holding History

Wellington Management Group’s Portfolio LWAY Stock Details LWAY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$17.5M Buy
+585,100
New +$14.9M ﹤0.01% 1120
2018
Q1 		– Sell
-68,900
Closed -$551K – 2266
2017
Q4 		$551K Buy
+68,900
New +$656K ﹤0.01% 2024
2015
Q1 		– Sell
-344,423
Closed -$6.38M – 2207
2014
Q4 		$6.38M Buy
344,423
+196,525
+133% +$3.31M ﹤0.01% 1370
2014
Q3 		$2.05M Buy
147,898
+96,953
+190% +$1.32M ﹤0.01% 1676
2014
Q2 		$712K Buy
+50,945
New +$713K ﹤0.01% 1898

Other funds holding LWAY

DSCM
Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PLC
Pillsbury Lake Capital San Francisco, California $366M AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
AIC
AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

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

Wellington Management Group opened a new position in Lifeway Foods (LWAY) in Q2 2026: 585,100 shares worth $17.5M. The stake represents ﹤0.01% of the portfolio and ranks #1120 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in LWAY as recently as Q4 2017.

Wellington Management Group first reported a position in LWAY in Q2 2014 and has held it in 5 quarters since. 97 funds tracked by Wall St. Rank hold LWAY as of Q2 2026.

  • Wellington Management Group held 585,100 shares of Lifeway Foods worth $17.5M as of Q2 2026.
  • Lifeway Foods was a new Wellington Management Group position in Q2 2026.
  • Lifeway Foods made up ﹤0.01% of Wellington Management Group's portfolio in Q2 2026, its #1120 holding.
  • Wellington Management Group first reported a position in Lifeway Foods in Q2 2014 and has held it in 5 quarters since.
  • 97 funds tracked by Wall St. Rank held Lifeway Foods as of Q2 2026.

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