MFG
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Merit Financial Group’s Coca-Cola Femsa KOF Stock Holding History

Merit Financial Group’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 		$252K Buy
2,373
+68
+3% +$7.13K ﹤0.01% 1937
2026
Q1 		$225K Sell
2,305
-197
-8% -$20.4K ﹤0.01% 1852
2025
Q4 		$237K Sell
2,502
-64
-2% -$5.65K ﹤0.01% 1715
2025
Q3 		$213K Sell
2,566
-3
-0.1% -$259 ﹤0.01% 1642
2025
Q2 		$248K Buy
+2,569
New +$243K ﹤0.01% 1438

Other funds holding KOF

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 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

Merit Financial Group's KOF Position: Q2 2026 in Review

Merit Financial Group increased its Coca-Cola Femsa (KOF) stake by 3% in Q2 2026, buying an estimated $7.13K and bringing the position to 2,373 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #1937.

Merit Financial Group first reported a position in KOF in Q2 2025 and has held it in 5 quarters since. 42 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Merit Financial Group held 2,373 shares of Coca-Cola Femsa worth $252K as of Q2 2026.
  • Merit Financial Group bought 68 Coca-Cola Femsa shares in Q2 2026, an estimated $7.13K.
  • Coca-Cola Femsa made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1937 holding.
  • Merit Financial Group first reported a position in Coca-Cola Femsa in Q2 2025 and has held it in 5 quarters since.
  • 42 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.