Position in KOF
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$5,527,443
+$748,371 QoQ
Shares Held
52,023
+6.2% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#40
of 256 holders
Holding Since
Mar 2024
9 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, 2026Gradient Investments LLC holds $59,494,033 across 6 Beverages - Non-Alcoholic names. KOF ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
563,140 | $45,766,387 | |
| 2 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
58,841 | $5,888,218 | |
| 3 | KOF |
Coca Cola Femsa Sab De CV
This page
|
52,023 | $5,527,443 | |
| 4 | CELH |
Celsius Holdings, Inc.
|
55,849 | $1,635,258 | |
| 5 | PEP |
Pepsico Inc
|
2,940 | $398,076 | |
| 6 | MNST |
Monster Beverage Corp
|
5,798 | $278,651 |
All Filings in KOF
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,527,443 | 52,023 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $4,779,072 | 48,991 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,905,565 | 20,120 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,103,318 | 13,277 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $737,759 | 7,627 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $586,720 | 6,427 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $494,289 | 6,346 | Shares | Sole | 2025-01-21 | |
| 2024-06-30 | $944 | 11 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $1,069 | 11 | Shares | Sole | 2024-04-23 | |
| No filing history on record for this holder in this stock. | ||||||