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Hennion & Walsh Asset Management’s Coca-Cola Femsa KOF Stock Holding History

Hennion & Walsh Asset 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
2026
Q2 		$710K Buy
6,685
+2,254
+51% +$236K 0.02% 660
2026
Q1 		$432K Buy
4,431
+1,002
+29% +$104K 0.01% 748
2025
Q4 		$325K Buy
+3,429
New +$303K 0.01% 815
2024
Q4 		– Sell
-2,995
Closed -$266K – 887
2024
Q3 		$266K Sell
2,995
-2,938
-50% -$257K 0.01% 773
2024
Q2 		$509K Sell
5,933
-3,554
-37% -$333K 0.03% 589
2024
Q1 		$922K Buy
9,487
+874
+10% +$83.6K 0.05% 442
2023
Q4 		$815K Buy
8,613
+74
+0.9% +$6.17K 0.05% 455
2023
Q3 		$670K Buy
8,539
+31
+0.4% +$2.56K 0.04% 448
2023
Q2 		$709K Sell
8,508
-299
-3% -$25.6K 0.04% 435
2023
Q1 		$709K Buy
8,807
+489
+6% +$35.9K 0.04% 432
2022
Q4 		$565K Buy
8,318
+1,257
+18% +$81.8K 0.03% 475
2022
Q3 		$412K Buy
+7,061
New +$421K 0.03% 526

Other funds holding KOF

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM

Hennion & Walsh Asset Management's KOF Position: Q2 2026 in Review

Hennion & Walsh Asset Management increased its Coca-Cola Femsa (KOF) stake by 51% in Q2 2026, buying an estimated $236K and bringing the position to 6,685 shares worth $710K. The position accounts for 0.02% of the portfolio, ranked #660.

Hennion & Walsh Asset Management first reported a position in KOF in Q3 2022 and has held it in 12 quarters since. The position peaked at $922K in Q1 2024. 32 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Hennion & Walsh Asset Management held 6,685 shares of Coca-Cola Femsa worth $710K as of Q2 2026.
  • Hennion & Walsh Asset Management bought 2,254 Coca-Cola Femsa shares in Q2 2026, an estimated $236K.
  • Coca-Cola Femsa made up 0.02% of Hennion & Walsh Asset Management's portfolio in Q2 2026, its #660 holding.
  • Hennion & Walsh Asset Management first reported a position in Coca-Cola Femsa in Q3 2022 and has held it in 12 quarters since.
  • Hennion & Walsh Asset Management's Coca-Cola Femsa position peaked at $922K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Hennion & Walsh Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.