Retirement Wealth Solutions’s Coca-Cola Femsa KOF Stock Holding History

Retirement Wealth Solutions’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	$19K	Hold	176	–	–	0.01%	185
2026 Q2	$18.7K	Hold	176	–	–	0.01%	165
2026 Q1	$17.2K	Sell	176 -30	-15%	-$3.1K	0.01%	162
2025 Q4	$19.5K	Hold	206	–	–	0.01%	160
2025 Q3	$17.1K	Sell	206 -5	-2%	-$431	0.01%	172
2025 Q2	$20.4K	Hold	211	–	–	0.01%	145
2025 Q1	$19.3K	Sell	211 -21	-9%	-$1.74K	0.02%	138
2024 Q4	$17.3K	Buy	+232	New	+$19.1K	0.01%	158

Other funds holding KOF

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 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

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

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

GBT

Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Retirement Wealth Solutions's KOF Position: Q3 2026 in Review

Retirement Wealth Solutions held its Coca-Cola Femsa (KOF) position steady in Q3 2026 at 176 shares worth $19K. The position accounts for 0.01% of the portfolio, ranked #185.

Retirement Wealth Solutions first reported a position in KOF in Q4 2024 and has held it in 8 quarters since. The position peaked at $20.4K in Q2 2025. 13 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

Retirement Wealth Solutions held 176 shares of Coca-Cola Femsa worth $19K as of Q3 2026.
Retirement Wealth Solutions left its Coca-Cola Femsa share count unchanged in Q3 2026.
Coca-Cola Femsa made up 0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #185 holding.
Retirement Wealth Solutions first reported a position in Coca-Cola Femsa in Q4 2024 and has held it in 8 quarters since.
Retirement Wealth Solutions's Coca-Cola Femsa position peaked at $20.4K in Q2 2025.
13 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.