Position in KOF
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$568,813
-$3,045 QoQ
Shares Held
5,831
-3.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 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 Mar 31, 2026JOURNEY STRATEGIC WEALTH LLC holds $38,179,128 across 6 Beverages - Non-Alcoholic names. KOF ranks #4 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
219,322 | $34,058,510 | |
| 2 | KO |
Coca Cola Co
|
28,383 | $2,158,523 | |
| 3 | MNST |
Monster Beverage Corp
|
16,030 | $580,764 | |
| 4 | KOF |
Coca Cola Femsa Sab De CV
This page
|
5,831 | $568,813 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
15,705 | $413,508 | |
| 6 | COKE |
Coca-Cola Consolidated, Inc.
|
2,081 | $399,010 |
All Filings in KOF
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $568,813 | 5,831 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $571,858 | 6,038 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $515,718 | 6,206 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $612,107 | 6,328 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $569,192 | 6,235 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $214,664 | 2,756 | Shares | Sole | 2025-01-24 | |
| No filing history on record for this holder in this stock. | ||||||