Position in KOF
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$394,825
-$38,199 QoQ
Shares Held
3,716
-16.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#141
of 256 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KOF Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Atria Investments, Inc holds $56,513,850 across 8 Beverages - Non-Alcoholic names. KOF ranks #7 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
295,654 | $24,027,800 | |
| 2 | MNST |
Monster Beverage Corp
|
335,376 | $16,118,170 | |
| 3 | PEP |
Pepsico Inc
|
96,935 | $13,124,999 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
38,176 | $1,249,500 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
8,267 | $827,278 | |
| 6 | COCO |
Vita Coco Company, Inc.
|
8,246 | $545,390 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
This page
|
3,716 | $394,825 | |
| 8 | FIZZ |
National Beverage Corp
|
7,240 | $225,888 |
All Filings in KOF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $394,825 | 3,716 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $433,024 | 4,439 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $438,886 | 4,634 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $357,745 | 4,305 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $511,218 | 5,285 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $426,324 | 4,670 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $294,034 | 3,775 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $462,763 | 5,216 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $853,592 | 9,944 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,074,060 | 11,050 | Shares | Sole | 2024-05-21 | |
| 2023-12-31 | $1,109,748 | 11,726 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $1,599,814 | 29,114 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $1,472,152 | 26,869 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,473,655 | 26,189 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,281,647 | 24,214 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||