Aprio Wealth Management
KOF icon

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

Aprio 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
Q3 		$251K Buy
2,319
+58
+3% +$6.32K 0.01% 566
2026
Q2 		$240K Buy
+2,261
New +$237K 0.01% 571
2025
Q3 		– Sell
-2,129
Closed -$206K – 451
2025
Q2 		$206K Buy
+2,129
New +$202K 0.02% 385

Other funds holding KOF

Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Aprio Wealth Management's KOF Position: Q3 2026 in Review

Aprio Wealth Management increased its Coca-Cola Femsa (KOF) stake by 2.6% in Q3 2026, buying an estimated $6.32K and bringing the position to 2,319 shares worth $251K. The position accounts for 0.01% of the portfolio, ranked #566.

Aprio Wealth Management first reported a position in KOF in Q2 2025 and has held it in 3 quarters since. 137 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

  • Aprio Wealth Management held 2,319 shares of Coca-Cola Femsa worth $251K as of Q3 2026.
  • Aprio Wealth Management bought 58 Coca-Cola Femsa shares in Q3 2026, an estimated $6.32K.
  • Coca-Cola Femsa made up 0.01% of Aprio Wealth Management's portfolio in Q3 2026, its #566 holding.
  • Aprio Wealth Management first reported a position in Coca-Cola Femsa in Q2 2025 and has held it in 3 quarters since.
  • 137 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on Aprio Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.