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

Geneos 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 Q3	–	Sell	-254	Closed	-$24.6K	–	2856
2025 Q2	$24.6K	Sell	254 -409	-62%	-$38.8K	﹤0.01%	1932
2025 Q1	$60.5K	Buy	663 +373	+129%	+$30.9K	﹤0.01%	1818
2024 Q4	$22.6K	Buy	+290	New	+$23.9K	﹤0.01%	1674

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Geneos Wealth Management's KOF Position: Q3 2025 in Review

Geneos Wealth Management sold out of Coca-Cola Femsa (KOF) in Q3 2025, closing a stake of 254 shares — an estimated $24.6K sold.

Geneos Wealth Management first reported a position in KOF in Q4 2024 and held it in 3 quarters. The position peaked at $60.5K in Q1 2025. 240 funds tracked by Wall St. Rank hold KOF as of Q3 2025.

Geneos Wealth Management reported no remaining Coca-Cola Femsa position as of Q3 2025 after selling out during the quarter.
Geneos Wealth Management sold 254 Coca-Cola Femsa shares in Q3 2025, an estimated $24.6K.
Geneos Wealth Management first reported a position in Coca-Cola Femsa in Q4 2024 and held it in 3 quarters.
Geneos Wealth Management's Coca-Cola Femsa position peaked at $60.5K in Q1 2025.
240 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2025.

Based on Geneos Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.