Steward Partners Investment Advisory, LLC

Position in KOF — Coca Cola Femsa Sab De CV

CIK 1723397 STAMFORD, CT

Position in KOF

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$904,400

+$884,598 QoQ

Shares Held

8,512

+4093.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#100

of 255 holders

Holding Since

Dec 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $70,237,323 across 13 Beverages - Non-Alcoholic names. KOF ranks #6 (1.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	KO	Coca Cola Co	444,029	$36,086,236
2	PEP	Pepsico Inc	166,536	$22,548,974
3	MNST	Monster Beverage Corp	68,996	$6,631,895
4	COKE	Coca-Cola Consolidated, Inc.	9,506	$1,814,885
5	CCEP	COCA-COLA EUROPACIFIC PARTNERS plc	11,412	$1,141,998
6	KOF	Coca Cola Femsa Sab De CV This page	8,512	$904,400
7	KDP	Keurig Dr Pepper Inc.	14,123	$462,245
8	CELH	Celsius Holdings, Inc.	15,488	$453,488

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$904,400	8,512	+4093.1%	Shares	Sole	2026-08-13
2026-03-31	$19,802	203	0.0%	Shares	Sole	2026-05-08
2025-12-31	$19,226	203	+5.7%	Shares	Sole	2026-02-12
2025-09-30	$15,955	192	0.0%	Shares	Sole	2025-11-12
2025-06-30	$18,572	192	0.0%	Shares	Sole	2025-08-12
2025-03-31	$17,527	192	-52.2%	Shares	Sole	2025-05-13
2024-12-31	$31,311	402	+1388.9%	Shares	Sole	2025-02-06
2024-09-30	$2,395	27	-12.9%	Shares	Sole	2024-11-14
2022-12-31	$2,104	31	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.