Summit Global Investments

Position in KOF — Coca Cola Femsa Sab De CV

CIK 1697953 BOUNTIFUL, UT

Position in KOF

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$368,900

-$396,087 QoQ

Shares Held

3,472

-55.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#144

of 256 holders

Holding Since

Mar 2023

13 quarters on record

Consumer Defensive · as of Jun 30, 2026

Summit Global Investments holds $17,689,885 across 4 Beverages - Non-Alcoholic names. KOF ranks #4 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MNST	Monster Beverage Corp	148,324	$7,128,451
2	PEP	Pepsico Inc	38,932	$5,271,392
3	KO	Coca Cola Co	60,553	$4,921,142
4	KOF	Coca Cola Femsa Sab De CV This page	3,472	$368,900

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$368,900	3,472	-55.7%	Shares	Sole	2026-08-03
2026-03-31	$764,987	7,842	-56.3%	Shares	Sole	2026-05-07
2025-12-31	$1,701,370	17,964	-30.2%	Shares	Sole	2026-02-18
2025-06-30	$2,490,410	25,746	+233.9%	Shares	Sole	2025-08-12
2025-03-31	$703,845	7,710	-66.7%	Shares	Sole	2025-04-07
2024-12-31	$1,801,284	23,126	-51.5%	Shares	Sole	2025-02-11
2024-09-30	$4,230,790	47,687	+0.7%	Shares	Sole	2024-10-31
2024-06-30	$4,064,094	47,345	-14.9%	Shares	Sole	2024-07-22
2024-03-31	$5,410,832	55,667	+86.5%	Shares	Sole	2024-04-29
2023-12-31	$2,825,004	29,850	+2.9%	Shares	Sole	2024-02-06
2023-09-30	$2,276,407	29,021	+0.6%	Shares	Sole	2023-10-16
2023-06-30	$2,404,076	28,857	+29.7%	Shares	Sole	2023-07-19
2023-03-31	$1,790,779	22,254	—	Shares	Sole	2023-05-04
No filing history on record for this holder in this stock.