Position in KOF
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,632,450
+$203,163 QoQ
Shares Held
24,776
-0.5% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#64
of 256 holders
Holding Since
Jun 2021
21 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in KOF Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $25,018,595 across 6 Beverages - Non-Alcoholic names. KOF ranks #4 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
117,049 | $9,512,572 | |
| 2 | COKE |
Coca-Cola Consolidated, Inc.
|
27,960 | $5,338,123 | |
| 3 | PEP |
Pepsico Inc
|
31,206 | $4,225,292 | |
| 4 | KOF |
Coca Cola Femsa Sab De CV
This page
|
24,776 | $2,632,450 | |
| 5 | MNST |
Monster Beverage Corp
|
35,750 | $1,718,145 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
15,909 | $1,592,013 |
All Filings in KOF
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,632,450 | 24,776 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,429,287 | 24,903 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,415,294 | 25,502 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,166,333 | 26,069 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,559,379 | 26,459 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,437,260 | 26,698 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $2,183,568 | 28,034 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,667,632 | 30,068 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $2,944,741 | 34,305 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $3,158,028 | 32,490 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $3,016,271 | 31,871 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $2,424,031 | 30,903 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $2,622,848 | 31,483 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $2,564,337 | 31,867 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $3,408,594 | 50,215 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $2,428,615 | 41,593 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,173,704 | 21,232 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $775,564 | 14,114 | Shares | Sole | 2022-04-14 | |
| 2021-12-31 | $568,665 | 10,379 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $633,037 | 11,250 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $405,973 | 7,670 | Shares | Sole | 2021-07-20 | |
| No filing history on record for this holder in this stock. | ||||||