Position in KOF
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$483,555
+$14,457 QoQ
Shares Held
4,957
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
7 quarters on record
Voting authority
Sole 79.50373209602583.ToString("F0")%
Shared 0.ToString("F0")%
None 20.49626790397418.ToString("F0")%
Common Shares in KOF Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Mar 31, 2026Focus Partners Wealth holds $577,213,572 across 8 Beverages - Non-Alcoholic names. KOF ranks #7 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
2,773,442 | $430,687,808 | |
| 2 | KO |
Coca Cola Co
|
1,398,412 | $106,349,232 | |
| 3 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
159,041 | $14,420,247 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
67,131 | $12,871,697 | |
| 5 | MNST |
Monster Beverage Corp
|
107,723 | $7,805,608 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
168,077 | $4,425,467 | |
| 7 | KOF |
Coca Cola Femsa Sab De CV
This page
|
4,957 | $483,555 | |
| 8 | ZVIA |
Zevia PBC
|
145,264 | $169,958 |
All Filings in KOF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $483,555 | 4,957 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $469,098 | 4,953 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $378,769 | 4,558 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $440,411 | 4,553 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $236,532 | 2,591 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $333,758 | 4,285 | Shares | Sole | 2025-05-29 | |
| 2024-03-31 | $217,825 | 2,241 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||