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

Cornerstone 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
2025 Q4	–	Sell	-2,618	Closed	-$218K	–	705
2025 Q3	$218K	Sell	2,618 -944	-27%	-$81.5K	0.01%	625
2025 Q2	$345K	Buy	3,562 +31	+0.9%	+$2.94K	0.02%	482
2025 Q1	$322K	Buy	3,531 +312	+10%	+$25.9K	0.02%	456
2024 Q4	$251K	Sell	3,219 -344	-10%	-$28.3K	0.02%	504
2024 Q3	$316K	Sell	3,563 -255	-7%	-$22.3K	0.02%	448
2024 Q2	$328K	Buy	3,818 +307	+9%	+$28.8K	0.03%	421
2024 Q1	$341K	Buy	3,511 +275	+8%	+$26.3K	0.03%	411
2023 Q4	$306K	Buy	+3,236	New	+$270K	0.03%	406

Other funds holding KOF

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

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

TBC

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

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

Cornerstone Wealth Management's KOF Position: Q4 2025 in Review

Cornerstone Wealth Management sold out of Coca-Cola Femsa (KOF) in Q4 2025, closing a stake of 2,618 shares — an estimated $218K sold.

Cornerstone Wealth Management first reported a position in KOF in Q4 2023 and held it in 8 quarters. The position peaked at $345K in Q2 2025. 246 funds tracked by Wall St. Rank hold KOF as of Q4 2025.

Cornerstone Wealth Management reported no remaining Coca-Cola Femsa position as of Q4 2025 after selling out during the quarter.
Cornerstone Wealth Management sold 2,618 Coca-Cola Femsa shares in Q4 2025, an estimated $218K.
Cornerstone Wealth Management first reported a position in Coca-Cola Femsa in Q4 2023 and held it in 8 quarters.
Cornerstone Wealth Management's Coca-Cola Femsa position peaked at $345K in Q2 2025.
246 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2025.

Based on Cornerstone Wealth Management's 13F filing for Q4 2025, filed 5 Feb 2026.