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FCG Investment Company’s Coca-Cola Femsa KOF Stock Holding History

FCG Investment Company’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 		$558K Buy
5,164
+1,207
+31% +$131K 0.18% 82
2026
Q2 		$420K Buy
+3,957
New +$415K 0.15% 90
2025
Q3 		$357K Sell
4,297
-6,174
-59% -$533K 0.17% 80
2025
Q2 		$1.01M Buy
+10,471
New +$992K 0.53% 45

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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 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

FCG Investment Company's KOF Position: Q3 2026 in Review

FCG Investment Company increased its Coca-Cola Femsa (KOF) stake by 31% in Q3 2026, buying an estimated $131K and bringing the position to 5,164 shares worth $558K. The position accounts for 0.18% of the portfolio, ranked #82.

FCG Investment Company first reported a position in KOF in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q2 2025. 16 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

  • FCG Investment Company held 5,164 shares of Coca-Cola Femsa worth $558K as of Q3 2026.
  • FCG Investment Company bought 1,207 Coca-Cola Femsa shares in Q3 2026, an estimated $131K.
  • Coca-Cola Femsa made up 0.18% of FCG Investment Company's portfolio in Q3 2026, its #82 holding.
  • FCG Investment Company first reported a position in Coca-Cola Femsa in Q2 2025 and has held it in 4 quarters since.
  • FCG Investment Company's Coca-Cola Femsa position peaked at $1.01M in Q2 2025.
  • 16 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on FCG Investment Company's 13F filing for Q3 2026, filed 13 Oct 2026.