Position in KOF
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,994,574
+$832,394 QoQ
Shares Held
37,596
+16.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 256 holders
Holding Since
Mar 2022
16 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, 2026Creative Planning holds $374,576,744 across 12 Beverages - Non-Alcoholic names. KOF ranks #8 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
2,398,911 | $194,959,496 | |
| 2 | PEP |
Pepsico Inc
|
827,634 | $112,061,642 | |
| 3 | MNST |
Monster Beverage Corp
|
492,000 | $23,645,519 | |
| 4 | KDP |
Keurig Dr Pepper Inc.
|
429,292 | $14,050,726 | |
| 5 | FIZZ |
National Beverage Corp
|
263,675 | $8,226,659 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
37,258 | $7,113,296 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
61,098 | $6,114,076 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
This page
|
37,596 | $3,994,574 |
All Filings in KOF
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,994,574 | 37,596 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,162,180 | 32,416 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,986,068 | 20,970 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $960,053 | 11,553 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $695,972 | 7,195 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $836,307 | 9,161 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $643,838 | 8,266 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $848,517 | 9,564 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $844,837 | 9,842 | Shares | Defined | 2024-08-15 | |
| 2024-03-31 | $841,557 | 8,658 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $767,341 | 8,108 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $442,087 | 5,636 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $484,364 | 5,814 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $414,179 | 5,147 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $236,833 | 3,489 | Shares | Sole | 2023-02-10 | |
| 2022-03-31 | $2,527 | 46 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||