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
2026 Q3	$201K	Buy	+1,864	New	+$203K	0.01%	727
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

Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return

Cornerstone Wealth Management's KOF Position: Q3 2026 in Review

Cornerstone Wealth Management opened a new position in Coca-Cola Femsa (KOF) in Q3 2026: 1,864 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #727 among its holdings. This is a return to the name: Cornerstone Wealth Management previously reported a position in KOF as recently as Q3 2025.

Cornerstone Wealth Management first reported a position in KOF in Q4 2023 and has held it in 9 quarters since. The position peaked at $345K in Q2 2025. 128 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

Cornerstone Wealth Management held 1,864 shares of Coca-Cola Femsa worth $201K as of Q3 2026.
Coca-Cola Femsa was a new Cornerstone Wealth Management position in Q3 2026.
Coca-Cola Femsa made up 0.01% of Cornerstone Wealth Management's portfolio in Q3 2026, its #727 holding.
Cornerstone Wealth Management first reported a position in Coca-Cola Femsa in Q4 2023 and has held it in 9 quarters since.
Cornerstone Wealth Management's Coca-Cola Femsa position peaked at $345K in Q2 2025.
128 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on Cornerstone Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.