Position in KOF
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$767,018
+$136,163 QoQ
Shares Held
7,219
+11.6% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#110
of 256 holders
Holding Since
Dec 2023
11 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, 2026Compound Planning, Inc. holds $10,784,574 across 7 Beverages - Non-Alcoholic names. KOF ranks #4 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KO |
Coca Cola Co
|
69,440 | $5,643,388 | |
| 2 | PEP |
Pepsico Inc
|
14,127 | $1,912,795 | |
| 3 | MNST |
Monster Beverage Corp
|
32,416 | $1,557,912 | |
| 4 | KOF |
Coca Cola Femsa Sab De CV
This page
|
7,219 | $767,018 | |
| 5 | COKE |
Coca-Cola Consolidated, Inc.
|
1,711 | $326,663 | |
| 6 | KDP |
Keurig Dr Pepper Inc.
|
9,692 | $317,218 | |
| 7 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
2,594 | $259,580 |
All Filings in KOF
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $767,018 | 7,219 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $630,855 | 6,467 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $530,376 | 5,600 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $479,487 | 5,770 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $654,571 | 6,767 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $517,614 | 5,670 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $280,793 | 3,605 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $361,711 | 4,077 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $326,363 | 3,802 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $410,767 | 4,226 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $377,045 | 3,984 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||