Position in KOF
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$4,143
+$1,412 QoQ
Shares Held
39
+39.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#232
of 256 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KOF Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026True Wealth Design, LLC holds $735,336 across 12 Beverages - Non-Alcoholic names. KOF ranks #8 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MNST |
Monster Beverage Corp
|
5,590 | $268,655 | |
| 2 | PEP |
Pepsico Inc
|
1,835 | $248,459 | |
| 3 | KO |
Coca Cola Co
|
1,037 | $84,276 | |
| 4 | COKE |
Coca-Cola Consolidated, Inc.
|
304 | $58,039 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
1,143 | $37,410 | |
| 6 | CELH |
Celsius Holdings, Inc.
|
932 | $27,288 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
46 | $4,603 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
This page
|
39 | $4,143 |
All Filings in KOF
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,143 | 39 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $2,731 | 28 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,651 | 28 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,077 | 25 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $483 | 5 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $365 | 4 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $389 | 5 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $3,637 | 41 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $770,499 | 8,976 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $388 | 4 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $189 | 2 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $770,359 | 9,821 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $166 | 2 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $891,768 | 11,082 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $781,366 | 11,511 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||