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

Golden State 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
-12
Closed -$997 – 1728
2025
Q3 		$997 Hold
12
– – ﹤0.01% 1504
2025
Q2 		$1.16K Buy
+12
New +$1.14K ﹤0.01% 1418

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Boston Partners
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
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Golden State Wealth Management's KOF Position: Q4 2025 in Review

Golden State Wealth Management sold out of Coca-Cola Femsa (KOF) in Q4 2025, closing a stake of 12 shares — an estimated $997 sold.

Golden State Wealth Management first reported a position in KOF in Q2 2025 and held it in 2 quarters. The position peaked at $1.16K in Q2 2025. 245 funds tracked by Wall St. Rank hold KOF as of Q4 2025.

  • Golden State Wealth Management reported no remaining Coca-Cola Femsa position as of Q4 2025 after selling out during the quarter.
  • Golden State Wealth Management sold 12 Coca-Cola Femsa shares in Q4 2025, an estimated $997.
  • Golden State Wealth Management first reported a position in Coca-Cola Femsa in Q2 2025 and held it in 2 quarters.
  • Golden State Wealth Management's Coca-Cola Femsa position peaked at $1.16K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2025.

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