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Westwood Holdings Group’s Coca-Cola KO Stock Holding History

Westwood Holdings 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 		$4.79M Sell
63,023
-1,208
-2% -$91.3K 0.03% 286
2025
Q4 		$4.49M Buy
64,231
+21,273
+50% +$1.48M 0.04% 287
2025
Q3 		$2.85M Sell
42,958
-1,451
-3% -$99.9K 0.02% 315
2025
Q2 		$3.14M Sell
44,409
-4,459
-9% -$318K 0.02% 299
2025
Q1 		$3.5M Sell
48,868
-3,461
-7% -$231K 0.03% 283
2024
Q4 		$3.26M Sell
52,329
-19,984
-28% -$1.3M 0.03% 287
2024
Q3 		$5.2M Buy
72,313
+1,126
+2% +$77.1K 0.02% 297
2024
Q2 		$4.53M Sell
71,187
-6,012
-8% -$372K 0.02% 293
2024
Q1 		$4.72M Sell
77,199
-6,186
-7% -$372K 0.04% 262
2023
Q4 		$4.91M Sell
83,385
-5,558
-6% -$316K 0.04% 259
2023
Q3 		$4.98M Sell
88,943
-5,924
-6% -$355K 0.05% 247
2023
Q2 		$5.71M Sell
94,867
-1,333
-1% -$82.9K 0.05% 239
2023
Q1 		$5.97M Buy
96,200
+10,336
+12% +$626K 0.05% 239
2022
Q4 		$5.46M Buy
85,864
+2,159
+3% +$130K 0.05% 241
2022
Q3 		$4.69M Buy
83,705
+6,845
+9% +$425K 0.06% 210
2022
Q2 		$4.83M Buy
76,860
+4,442
+6% +$282K 0.05% 224
2022
Q1 		$4.49M Buy
72,418
+4,169
+6% +$254K 0.04% 248
2021
Q4 		$4.04M Buy
68,249
+30,754
+82% +$1.71M 0.04% 250
2021
Q3 		$1.97M Sell
37,495
-5
-0% -$279 0.02% 291
2021
Q2 		$2.03M Buy
37,500
+9,419
+34% +$512K 0.02% 283
2021
Q1 		$1.48M Buy
28,081
+6,002
+27% +$302K 0.01% 325
2020
Q4 		$1.21M Buy
22,079
+10,797
+96% +$558K 0.01% 326
2020
Q3 		$557K Buy
+11,282
New +$543K 0.01% 349
2020
Q2 		– Sell
-11,027
Closed -$488K – 414
2020
Q1 		$488K Sell
11,027
-20,776
-65% -$1.12M 0.01% 347
2019
Q4 		$1.76M Buy
31,803
+329
+1% +$17.7K 0.02% 314
2019
Q3 		$1.71M Sell
31,474
-534
-2% -$28.6K 0.02% 307
2019
Q2 		$1.63M Sell
32,008
-1,299
-4% -$63.7K 0.02% 324
2019
Q1 		$1.56M Sell
33,307
-2,182
-6% -$102K 0.02% 287
2018
Q4 		$1.68M Buy
35,489
+11
+0% +$526 0.02% 265
2018
Q3 		$1.64M Sell
35,478
-3,456
-9% -$158K 0.01% 279
2018
Q2 		$1.71M Sell
38,934
-1,637
-4% -$70.7K 0.01% 294
2018
Q1 		$1.76M Buy
40,571
+32,292
+390% +$1.45M 0.01% 291
2017
Q4 		$380K Sell
8,279
-566
-6% -$26K ﹤0.01% 366
2017
Q3 		$398K Sell
8,845
-6,400
-42% -$291K ﹤0.01% 359
2017
Q2 		$684K Buy
15,245
+1,422
+10% +$62.8K 0.01% 336
2017
Q1 		$587K Buy
13,823
+6,401
+86% +$267K ﹤0.01% 337
2016
Q4 		$308K Sell
7,422
-943
-11% -$39.2K ﹤0.01% 409
2016
Q3 		$354K Sell
8,365
-4,178
-33% -$183K ﹤0.01% 405
2016
Q2 		$569K Hold
12,543
– – 0.01% 339
2016
Q1 		$582K Sell
12,543
-1,247
-9% -$54.3K 0.01% 332
2015
Q4 		$592K Buy
+13,790
New +$585K 0.01% 338

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

Westwood Holdings Group's KO Position: Q1 2026 in Review

Westwood Holdings Group reduced its Coca-Cola (KO) stake by 1.9% in Q1 2026, selling an estimated $91.3K and leaving 63,023 shares worth $4.79M. The position accounts for 0.03% of the portfolio, ranked #286.

Westwood Holdings Group first reported a position in KO in Q4 2015 and has held it in 41 quarters since. The position peaked at $5.97M in Q1 2023. 3,555 funds tracked by Wall St. Rank hold KO as of Q1 2026.

  • Westwood Holdings Group held 63,023 shares of Coca-Cola worth $4.79M as of Q1 2026.
  • Westwood Holdings Group sold 1,208 Coca-Cola shares in Q1 2026, an estimated $91.3K.
  • Coca-Cola made up 0.03% of Westwood Holdings Group's portfolio in Q1 2026, its #286 holding.
  • Westwood Holdings Group first reported a position in Coca-Cola in Q4 2015 and has held it in 41 quarters since.
  • Westwood Holdings Group's Coca-Cola position peaked at $5.97M in Q1 2023.
  • 3,555 funds tracked by Wall St. Rank held Coca-Cola as of Q1 2026.

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