AWM
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Abound Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

Abound Wealth Management’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$213 Hold
2
– – ﹤0.01% 1100
2026
Q1 		$196 Hold
2
– – ﹤0.01% 1247
2025
Q4 		$190 Hold
2
– – ﹤0.01% 1200
2025
Q3 		$167 Hold
2
– – ﹤0.01% 1181
2025
Q2 		$194 Hold
2
– – ﹤0.01% 1042
2025
Q1 		$183 Sell
2
-1
-33% -$83 ﹤0.01% 1019
2024
Q4 		$234 Sell
3
-2
-40% -$165 ﹤0.01% 994
2024
Q3 		$444 Hold
5
– – ﹤0.01% 891
2024
Q2 		$430 Hold
5
– – ﹤0.01% 875
2024
Q1 		$486 Hold
5
– – ﹤0.01% 905
2023
Q4 		$474 Hold
5
– – ﹤0.01% 938
2023
Q3 		$393 Hold
5
– – ﹤0.01% 895
2023
Q2 		$417 Buy
+5
New +$428 ﹤0.01% 915

Other funds holding KOF

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Abound Wealth Management's KOF Position: Q2 2026 in Review

Abound Wealth Management held its Coca-Cola Femsa (KOF) position steady in Q2 2026 at 2 shares worth $213. The position accounts for ﹤0.01% of the portfolio, ranked #1100.

Abound Wealth Management first reported a position in KOF in Q2 2023 and has held it in 13 quarters since. The position peaked at $486 in Q1 2024. 32 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Abound Wealth Management held 2 shares of Coca-Cola Femsa worth $213 as of Q2 2026.
  • Abound Wealth Management left its Coca-Cola Femsa share count unchanged in Q2 2026.
  • Coca-Cola Femsa made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1100 holding.
  • Abound Wealth Management first reported a position in Coca-Cola Femsa in Q2 2023 and has held it in 13 quarters since.
  • Abound Wealth Management's Coca-Cola Femsa position peaked at $486 in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.