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Prospera Financial Services’s Coca-Cola Femsa KOF Stock Holding History

Prospera Financial Services’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 		$254K Buy
2,390
+70
+3% +$7.34K ﹤0.01% 1303
2026
Q1 		$226K Hold
2,320
– – ﹤0.01% 1314
2025
Q4 		$220K Sell
2,320
-785
-25% -$69.3K ﹤0.01% 1258
2025
Q3 		$258K Sell
3,105
-60
-2% -$5.18K ﹤0.01% 1201
2025
Q2 		$306K Sell
3,165
-350
-10% -$33.2K 0.01% 1097
2025
Q1 		$321K Sell
3,515
-211
-6% -$17.5K 0.01% 958
2024
Q4 		$290K Sell
3,726
-4,321
-54% -$356K 0.01% 944
2024
Q3 		$714K Buy
+8,047
New +$703K 0.02% 611
2022
Q4 		– Sell
-14,041
Closed -$820K – 931
2022
Q3 		$820K Buy
14,041
+3,183
+29% +$190K 0.04% 404
2022
Q2 		$600K Buy
10,858
+10,758
+10,758% +$603K 0.03% 473
2022
Q1 		$5K Buy
+100
New +$5.34K ﹤0.01% 2266

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

Prospera Financial Services's KOF Position: Q2 2026 in Review

Prospera Financial Services increased its Coca-Cola Femsa (KOF) stake by 3% in Q2 2026, buying an estimated $7.34K and bringing the position to 2,390 shares worth $254K. The position accounts for ﹤0.01% of the portfolio, ranked #1303.

Prospera Financial Services first reported a position in KOF in Q1 2022 and has held it in 11 quarters since. The position peaked at $820K in Q3 2022. 32 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Prospera Financial Services held 2,390 shares of Coca-Cola Femsa worth $254K as of Q2 2026.
  • Prospera Financial Services bought 70 Coca-Cola Femsa shares in Q2 2026, an estimated $7.34K.
  • Coca-Cola Femsa made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1303 holding.
  • Prospera Financial Services first reported a position in Coca-Cola Femsa in Q1 2022 and has held it in 11 quarters since.
  • Prospera Financial Services's Coca-Cola Femsa position peaked at $820K in Q3 2022.
  • 32 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.