EverSource Wealth Advisors, LLC
Position in KOF — Coca Cola Femsa Sab De CV
CIK 1710537
BIRMINGHAM, AL
Position in KOF
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$60,878
-$72,858 QoQ
Shares Held
573
-58.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#195
of 256 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KOF Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026EverSource Wealth Advisors, LLC holds $5,197,727 across 12 Beverages - Non-Alcoholic names. KOF ranks #8 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
26,422 | $2,147,311 | |
| 2 | PEP |
Pepsico Inc
|
8,618 | $1,166,873 | |
| 3 | MNST |
Monster Beverage Corp
|
13,568 | $652,074 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
2,967 | $566,453 | |
| 5 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,811 | $281,294 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
6,267 | $205,114 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
2,509 | $73,459 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
This page
|
573 | $60,878 |
All Filings in KOF
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,878 | 573 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $133,736 | 1,371 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $120,278 | 1,270 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $87,919 | 1,058 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $89,280 | 923 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $29,394 | 322 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $24,299 | 312 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $44,179 | 498 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $35,534 | 414 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $35,864 | 369 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $30,472 | 322 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $20,864 | 266 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $23,158 | 278 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $9,413 | 117 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $7,941 | 117 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $6,013 | 103 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $5,030 | 91 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $5,000 | 91 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $4,985 | 91 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||