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CoreCap Advisors’s Coca-Cola Femsa KOF Stock Holding History

CoreCap Advisors’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 		$27.9K Sell
258
-4
-2% -$436 ﹤0.01% 1651
2026
Q2 		$27.8K Buy
262
+4
+2% +$419 ﹤0.01% 1665
2026
Q1 		$25.2K Buy
258
+208
+416% +$21.5K ﹤0.01% 1578
2025
Q4 		$4.74K Hold
50
– – ﹤0.01% 2231
2025
Q3 		$4.16K Hold
50
– – ﹤0.01% 2212
2025
Q2 		$4.84K Hold
50
– – ﹤0.01% 2125
2025
Q1 		$4.56K Hold
50
– – ﹤0.01% 2118
2024
Q4 		$3.89K Hold
50
– – ﹤0.01% 2029
2024
Q3 		$4.44K Buy
+50
New +$4.37K ﹤0.01% 2005
2024
Q2 		– Sell
-150
Closed -$14.6K – 2157
2024
Q1 		$14.6K Buy
+150
New +$14.4K ﹤0.01% 1612
2022
Q4 		$10.2K Buy
+150
New +$9.77K ﹤0.01% 1533
2022
Q3 		– Sell
-50
Closed -$3K – 1363
2022
Q2 		$3K Buy
+50
New +$2.8K ﹤0.01% 1794

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
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 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

CoreCap Advisors's KOF Position: Q3 2026 in Review

CoreCap Advisors reduced its Coca-Cola Femsa (KOF) stake by 1.5% in Q3 2026, selling an estimated $436 and leaving 258 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

CoreCap Advisors first reported a position in KOF in Q2 2022 and has held it in 12 quarters since. 13 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

  • CoreCap Advisors held 258 shares of Coca-Cola Femsa worth $27.9K as of Q3 2026.
  • CoreCap Advisors sold 4 Coca-Cola Femsa shares in Q3 2026, an estimated $436.
  • Coca-Cola Femsa made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1651 holding.
  • CoreCap Advisors first reported a position in Coca-Cola Femsa in Q2 2022 and has held it in 12 quarters since.
  • 13 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.