Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Coca-Cola Femsa KOF Stock Holding History

Carson Wealth (CWM LLC)’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 		$54.8K Sell
562
-5
-0.9% -$517 ﹤0.01% 3753
2025
Q4 		$54K Hold
567
– – ﹤0.01% 3547
2025
Q3 		$47K Sell
567
-155
-21% -$13.4K ﹤0.01% 3579
2025
Q2 		$70K Buy
722
+119
+20% +$11.3K ﹤0.01% 3010
2025
Q1 		$55K Sell
603
-131
-18% -$10.9K ﹤0.01% 2901
2024
Q4 		$57K Sell
734
-437
-37% -$36K ﹤0.01% 2704
2024
Q3 		$104K Buy
1,171
+318
+37% +$27.8K ﹤0.01% 2175
2024
Q2 		$73K Buy
853
+284
+50% +$26.6K ﹤0.01% 2203
2024
Q1 		$55K Buy
569
+256
+82% +$24.5K ﹤0.01% 2230
2023
Q4 		$30K Sell
313
-11
-3% -$917 ﹤0.01% 2514
2023
Q3 		$25K Buy
324
+124
+62% +$10.3K ﹤0.01% 2526
2023
Q2 		$17K Buy
200
+12
+6% +$1.03K ﹤0.01% 2747
2023
Q1 		$15K Buy
188
+120
+176% +$8.81K ﹤0.01% 2695
2022
Q4 		$5K Buy
68
+55
+423% +$3.58K ﹤0.01% 3190
2022
Q3 		$1K Hold
13
– – ﹤0.01% 3679
2022
Q2 		$1K Hold
13
– – ﹤0.01% 3568
2022
Q1 		$1K Buy
13
+7
+117% +$374 ﹤0.01% 3361
2021
Q4 		$0 Buy
+6
New +$318 ﹤0.01% 3573
2021
Q2 		$0 Hold
6
– – ﹤0.01% 2974
2021
Q1 		$0 Hold
6
– – ﹤0.01% 2974
2020
Q4 		$0 Hold
6
– – ﹤0.01% 2972
2020
Q3 		$0 Hold
6
– – ﹤0.01% 2971
2020
Q2 		$0 Hold
6
– – ﹤0.01% 2971
2020
Q1 		$0 Hold
6
– – ﹤0.01% 2971
2019
Q4 		$0 Hold
6
– – ﹤0.01% 2970
2019
Q3 		$0 Hold
6
– – ﹤0.01% 2970
2019
Q2 		$0 Hold
6
– – ﹤0.01% 2970
2019
Q1 		$0 Buy
+6
New +$376 ﹤0.01% 3128
2018
Q3 		– Sell
-17
Closed -$1K – 1926
2018
Q2 		$1K Buy
+17
New +$1.04K ﹤0.01% 1543

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 $10.2B AUM 27.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s KOF Position: Q1 2026 in Review

Carson Wealth (CWM LLC) reduced its Coca-Cola Femsa (KOF) stake by 0.88% in Q1 2026, selling an estimated $517 and leaving 562 shares worth $54.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3753.

Carson Wealth (CWM LLC) first reported a position in KOF in Q2 2018 and has held it in 29 quarters since. The position peaked at $104K in Q3 2024. 260 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • Carson Wealth (CWM LLC) held 562 shares of Coca-Cola Femsa worth $54.8K as of Q1 2026.
  • Carson Wealth (CWM LLC) sold 5 Coca-Cola Femsa shares in Q1 2026, an estimated $517.
  • Coca-Cola Femsa made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3753 holding.
  • Carson Wealth (CWM LLC) first reported a position in Coca-Cola Femsa in Q2 2018 and has held it in 29 quarters since.
  • Carson Wealth (CWM LLC)'s Coca-Cola Femsa position peaked at $104K in Q3 2024.
  • 260 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.