WESTWOOD HOLDINGS GROUP INC

Position in KO — Coca Cola Co

CIK 1165002 DALLAS, TX

Position in KO

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$8,087,665

+$3,294,766 QoQ

Shares Held

99,516

+57.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#729

of 3,620 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Consumer Defensive · as of Jun 30, 2026

WESTWOOD HOLDINGS GROUP INC holds $39,501,319 across 5 Beverages - Non-Alcoholic names. KO ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PEP	Pepsico Inc	215,531	$29,182,897
2	KO	Coca Cola Co This page	99,516	$8,087,665
3	MNST	Monster Beverage Corp	20,874	$1,003,204
4	KDP	Keurig Dr Pepper Inc.	21,512	$704,087
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	5,231	$523,466

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,087,665	99,516	+57.9%	Shares	Defined	2026-08-14
2026-03-31	$4,792,899	63,023	-1.9%	Shares	Defined	2026-05-15
2025-12-31	$4,490,389	64,231	+49.5%	Shares	Defined	2026-02-17
2025-09-30	$2,848,974	42,958	-3.3%	Shares	Defined	2025-11-14
2025-06-30	$3,141,936	44,409	-9.1%	Shares	Defined	2025-08-18
2025-03-31	$3,499,926	48,868	-6.6%	Shares	Defined	2025-05-09
2024-12-31	$3,258,003	52,329	-27.6%	Shares	Defined	2025-02-14
2024-09-30	$5,196,412	72,313	+1.6%	Shares	Defined	2024-11-14
2024-06-30	$4,531,052	71,187	-7.8%	Shares	Defined	2024-08-13
2024-03-31	$4,723,034	77,199	-7.4%	Shares	Defined	2024-06-06
2023-12-31	$4,913,878	83,385	-6.2%	Shares	Defined	2024-02-13
2023-09-30	$4,979,029	88,943	-6.2%	Shares	Defined	2023-11-14
2023-06-30	$5,712,890	94,867	-1.4%	Shares	Defined	2023-08-11
2023-03-31	$5,967,286	96,200	+12.0%	Shares	Defined	2023-05-12
2022-12-31	$5,461,809	85,864	+2.6%	Shares	Defined	2023-02-14
2022-09-30	$4,689,154	83,705	+8.9%	Shares	Defined	2022-11-14
2022-06-30	$4,835,262	76,860	+6.1%	Shares	Defined	2022-08-15
2022-03-31	$4,489,916	72,418	+6.1%	Shares	Defined	2022-05-12
2021-12-31	$4,041,023	68,249	+82.0%	Shares	Defined	2022-02-25
2021-09-30	$1,967,362	37,495	-0.0%	Shares	Defined	2021-11-12
2021-06-30	$2,029,125	37,500	+33.5%	Shares	Defined	2021-08-16
2021-03-31	$1,480,149	28,081	+27.2%	Shares	Defined	2021-05-14
2020-12-31	$1,210,812	22,079	+95.7%	Shares	Defined	2021-04-13
2020-09-30	$556,992	11,282	+2.3%	Shares	Defined	2020-11-10
2020-03-31	$487,944	11,027	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.