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VisionPoint Advisory Group’s Coca-Cola Femsa KOF Stock Holding History

VisionPoint Advisory 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
Q3 		$466K Sell
4,311
-1,800
-29% -$196K 0.07% 260
2026
Q2 		$649K Sell
6,111
-16,160
-73% -$1.69M 0.11% 211
2026
Q1 		$2.17M Sell
22,271
-1,777
-7% -$184K 0.41% 61
2025
Q4 		$2.28M Sell
24,048
-3,515
-13% -$310K 0.44% 61
2025
Q3 		$2.29M Sell
27,563
-920
-3% -$79.4K 0.46% 58
2025
Q2 		$2.76M Sell
28,483
-1,423
-5% -$135K 0.6% 40
2025
Q1 		$2.73M Buy
29,906
+1,188
+4% +$98.5K 0.94% 30
2024
Q4 		$2.23M Buy
28,718
+1,556
+6% +$128K 0.76% 36
2024
Q3 		$2.41M Buy
27,162
+15,633
+136% +$1.37M 0.81% 34
2024
Q2 		$990K Buy
11,529
+1,402
+14% +$131K 0.35% 76
2024
Q1 		$984K Buy
10,127
+828
+9% +$79.2K 0.35% 77
2023
Q4 		$880K Buy
9,299
+942
+11% +$78.5K 0.32% 70
2023
Q3 		$656K Buy
8,357
+1,180
+16% +$97.6K 0.28% 80
2023
Q2 		$598K Buy
7,177
+2,928
+69% +$251K 0.24% 81
2023
Q1 		$370K Buy
+4,249
New +$312K 0.16% 101

Other funds holding KOF

MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
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
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
GI
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
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

VisionPoint Advisory Group's KOF Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Coca-Cola Femsa (KOF) stake by 29% in Q3 2026, selling an estimated $196K and leaving 4,311 shares worth $466K. The position accounts for 0.07% of the portfolio, ranked #260.

VisionPoint Advisory Group first reported a position in KOF in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.76M in Q2 2025. 13 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

  • VisionPoint Advisory Group held 4,311 shares of Coca-Cola Femsa worth $466K as of Q3 2026.
  • VisionPoint Advisory Group sold 1,800 Coca-Cola Femsa shares in Q3 2026, an estimated $196K.
  • Coca-Cola Femsa made up 0.07% of VisionPoint Advisory Group's portfolio in Q3 2026, its #260 holding.
  • VisionPoint Advisory Group first reported a position in Coca-Cola Femsa in Q1 2023 and has held it in 15 quarters since.
  • VisionPoint Advisory Group's Coca-Cola Femsa position peaked at $2.76M in Q2 2025.
  • 13 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.