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Byrne Asset Management’s Coca-Cola Femsa KOF Stock Holding History

Byrne Asset 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 		$30.6K Hold
290
– – 0.02% 333
2026
Q2 		$30.8K Hold
290
– – 0.02% 329
2026
Q1 		$28.3K Sell
290
-360
-55% -$37.2K 0.02% 319
2025
Q4 		$61.6K Hold
650
– – 0.03% 260
2025
Q3 		$54K Sell
650
-247
-28% -$21.3K 0.03% 224
2025
Q2 		$86.8K Hold
897
– – 0.06% 165
2025
Q1 		$81.9K Hold
897
– – 0.06% 163
2024
Q4 		$69.9K Sell
897
-425
-32% -$35K 0.05% 175
2024
Q3 		$117K Hold
1,322
– – 0.08% 146
2024
Q2 		$112K Hold
1,322
– – 0.08% 147
2024
Q1 		$128K Buy
+1,322
New +$126K 0.09% 142
2023
Q4 		– Hold
0
– – – 136
2023
Q3 		– Sell
-1,225
Closed -$101K – 142
2023
Q2 		$102K Hold
1,225
– – 0.07% 191
2023
Q1 		$99K Sell
1,225
-50
-4% -$3.67K 0.07% 178
2022
Q4 		$86.5K Hold
1,275
– – 0.06% 185
2022
Q3 		$74K Hold
1,275
– – 0.06% 179
2022
Q2 		$70K Sell
1,275
-50
-4% -$2.8K 0.05% 169
2022
Q1 		$73K Sell
1,325
-325
-20% -$17.4K 0.05% 189
2021
Q4 		$90K Buy
+1,650
New +$87.6K 0.06% 177

Other funds holding KOF

MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Byrne Asset Management's KOF Position: Q3 2026 in Review

Byrne Asset Management held its Coca-Cola Femsa (KOF) position steady in Q3 2026 at 290 shares worth $30.6K. The position accounts for 0.02% of the portfolio, ranked #333.

Byrne Asset Management first reported a position in KOF in Q4 2021 and has held it in 18 quarters since. The position peaked at $128K in Q1 2024. 13 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

  • Byrne Asset Management held 290 shares of Coca-Cola Femsa worth $30.6K as of Q3 2026.
  • Byrne Asset Management left its Coca-Cola Femsa share count unchanged in Q3 2026.
  • Coca-Cola Femsa made up 0.02% of Byrne Asset Management's portfolio in Q3 2026, its #333 holding.
  • Byrne Asset Management first reported a position in Coca-Cola Femsa in Q4 2021 and has held it in 18 quarters since.
  • Byrne Asset Management's Coca-Cola Femsa position peaked at $128K in Q1 2024.
  • 13 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on Byrne Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.