Position in KO
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$108,495
+$6,969 QoQ
Shares Held
1,335
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#3,407
of 3,621 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KO Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Wellington Grp LLC holds $1,120,113 across 3 Beverages - Non-Alcoholic names. KO ranks #3 (9.7% of the industry book) .
All Filings in KO
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $108,495 | 1,335 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $101,526 | 1,335 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $118,777 | 1,699 | Shares | Sole | 2026-05-22 | |
| No filing history on record for this holder in this stock. | ||||||