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Elevation Wealth Partners’s Coca-Cola Femsa KOF Stock Holding History

Elevation Wealth Partners’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 		$3.57K Hold
33
– – ﹤0.01% 1158
2026
Q2 		$3.51K Buy
+33
New +$3.46K ﹤0.01% 1100

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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return

Elevation Wealth Partners's KOF Position: Q3 2026 in Review

Elevation Wealth Partners held its Coca-Cola Femsa (KOF) position steady in Q3 2026 at 33 shares worth $3.57K. The position accounts for ﹤0.01% of the portfolio, ranked #1158.

Elevation Wealth Partners first reported a position in KOF in Q2 2026 and has held it in 2 quarters since. 13 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

  • Elevation Wealth Partners held 33 shares of Coca-Cola Femsa worth $3.57K as of Q3 2026.
  • Elevation Wealth Partners left its Coca-Cola Femsa share count unchanged in Q3 2026.
  • Coca-Cola Femsa made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1158 holding.
  • Elevation Wealth Partners first reported a position in Coca-Cola Femsa in Q2 2026 and has held it in 2 quarters since.
  • 13 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.