Position in KOF
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$203,468
+$203,385 QoQ
Shares Held
1,915
+191400.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#174
of 256 holders
Holding Since
Jun 2023
2 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in KOF Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Venturi Wealth Management, LLC holds $4,224,599 across 4 Beverages - Non-Alcoholic names. KOF ranks #4 (4.8% of the industry book) .
All Filings in KOF
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,468 | 1,915 | Shares | Other | 2026-07-20 | |
| 2023-06-30 | $83 | 1 | Shares | Other | 2023-07-24 | |
| No filing history on record for this holder in this stock. | ||||||