Position in KOF
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$20,400
New position
Shares Held
192
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#210
of 256 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Clearstead Advisors, LLC holds $45,911,164 across 12 Beverages - Non-Alcoholic names. KOF ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PEP |
Pepsico Inc
|
206,187 | $27,917,719 | |
| 2 | KO |
Coca Cola Co
|
197,772 | $16,072,930 | |
| 3 | COKE |
Coca-Cola Consolidated, Inc.
|
4,732 | $903,433 | |
| 4 | MNST |
Monster Beverage Corp
|
11,738 | $564,128 | |
| 5 | KDP |
Keurig Dr Pepper Inc.
|
10,515 | $344,155 | |
| 6 | CCEP |
COCA-COLA EUROPACIFIC PARTNERS plc
|
572 | $57,240 | |
| 7 | CELH |
Celsius Holdings, Inc.
|
723 | $21,169 | |
| 8 | KOF |
Coca Cola Femsa Sab De CV
This page
|
192 | $20,400 |
All Filings in KOF
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,400 | 192 | Shares | Sole | 2026-08-06 | |
| No filing history on record for this holder in this stock. | ||||||