GI
KOF icon

Gradient Investments’s Coca-Cola Femsa KOF Stock Holding History

Gradient Investments’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 		$5.62M Sell
52,006
-17
-0% -$1.85K 0.08% 198
2026
Q2 		$5.53M Buy
52,023
+3,032
+6% +$318K 0.08% 193
2026
Q1 		$4.78M Buy
48,991
+28,871
+143% +$2.99M 0.07% 193
2025
Q4 		$1.91M Buy
20,120
+6,843
+52% +$604K 0.03% 209
2025
Q3 		$1.1M Buy
13,277
+5,650
+74% +$488K 0.02% 253
2025
Q2 		$738K Buy
7,627
+1,200
+19% +$114K 0.01% 254
2025
Q1 		$587K Buy
6,427
+81
+1% +$6.72K 0.01% 224
2024
Q4 		$494K Buy
+6,346
New +$523K 0.01% 224
2024
Q3 		– Sell
-11
Closed -$944 – 863
2024
Q2 		$944 Hold
11
– – ﹤0.01% 1086
2024
Q1 		$1.07K Buy
+11
New +$1.05K ﹤0.01% 899

Other funds holding KOF

MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 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
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Gradient Investments's KOF Position: Q3 2026 in Review

Gradient Investments reduced its Coca-Cola Femsa (KOF) stake by 0.03% in Q3 2026, selling an estimated $1.85K and leaving 52,006 shares worth $5.62M. The position accounts for 0.08% of the portfolio, ranked #198.

Gradient Investments first reported a position in KOF in Q1 2024 and has held it in 10 quarters since. 13 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

  • Gradient Investments held 52,006 shares of Coca-Cola Femsa worth $5.62M as of Q3 2026.
  • Gradient Investments sold 17 Coca-Cola Femsa shares in Q3 2026, an estimated $1.85K.
  • Coca-Cola Femsa made up 0.08% of Gradient Investments's portfolio in Q3 2026, its #198 holding.
  • Gradient Investments first reported a position in Coca-Cola Femsa in Q1 2024 and has held it in 10 quarters since.
  • 13 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on Gradient Investments's 13F filing for Q3 2026, filed 8 Oct 2026.