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Physician Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History

Physician Wealth Advisors’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 		$425 Sell
4
-16
-80% -$1.68K ﹤0.01% 2205
2026
Q1 		$1.95K Hold
20
– – ﹤0.01% 1369
2025
Q4 		$1.9K Sell
20
-4
-17% -$353 ﹤0.01% 1312
2025
Q3 		$2K Buy
+24
New +$2.07K ﹤0.01% 1229

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
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
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Physician Wealth Advisors's KOF Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Coca-Cola Femsa (KOF) stake by 80% in Q2 2026, selling an estimated $1.68K and leaving 4 shares worth $425. The position accounts for ﹤0.01% of the portfolio, ranked #2205.

Physician Wealth Advisors first reported a position in KOF in Q3 2025 and has held it in 4 quarters since. The position peaked at $2K in Q3 2025. 39 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Physician Wealth Advisors held 4 shares of Coca-Cola Femsa worth $425 as of Q2 2026.
  • Physician Wealth Advisors sold 16 Coca-Cola Femsa shares in Q2 2026, an estimated $1.68K.
  • Coca-Cola Femsa made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2205 holding.
  • Physician Wealth Advisors first reported a position in Coca-Cola Femsa in Q3 2025 and has held it in 4 quarters since.
  • Physician Wealth Advisors's Coca-Cola Femsa position peaked at $2K in Q3 2025.
  • 39 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.