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

Capital Advisors 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 Q1	$876K	Buy	8,981 +105	+1%	+$10.9K	0.12%	99
2025 Q4	$841K	Sell	8,876 -467	-5%	-$41.2K	0.11%	96
2025 Q3	$776K	Buy	9,343 +431	+5%	+$37.2K	0.11%	96
2025 Q2	$862K	Buy	8,912 +420	+5%	+$39.8K	0.14%	77
2025 Q1	$775K	Sell	8,492 -132	-2%	-$10.9K	0.14%	79
2024 Q4	$672K	Sell	8,624 -597	-6%	-$49.2K	0.12%	82
2024 Q3	$818K	Buy	9,221 +655	+8%	+$57.2K	0.15%	73
2024 Q2	$735K	Buy	8,566 +3,390	+65%	+$317K	0.15%	68
2024 Q1	$503K	Buy	5,176 +2,786	+117%	+$267K	0.1%	86
2023 Q4	$226K	Buy	+2,390	New	+$199K	0.05%	133

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Advisors Wealth Management's KOF Position: Q1 2026 in Review

Capital Advisors Wealth Management increased its Coca-Cola Femsa (KOF) stake by 1.2% in Q1 2026, buying an estimated $10.9K and bringing the position to 8,981 shares worth $876K. The position accounts for 0.12% of the portfolio, ranked #99.

Capital Advisors Wealth Management first reported a position in KOF in Q4 2023 and has held it in 10 quarters since. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

Capital Advisors Wealth Management held 8,981 shares of Coca-Cola Femsa worth $876K as of Q1 2026.
Capital Advisors Wealth Management bought 105 Coca-Cola Femsa shares in Q1 2026, an estimated $10.9K.
Coca-Cola Femsa made up 0.12% of Capital Advisors Wealth Management's portfolio in Q1 2026, its #99 holding.
Capital Advisors Wealth Management first reported a position in Coca-Cola Femsa in Q4 2023 and has held it in 10 quarters since.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.