Wealth Enhancement Trust Services
KOF icon

Wealth Enhancement Trust Services’s Coca-Cola Femsa KOF Stock Holding History

Wealth Enhancement Trust 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
Q3 		– Sell
-1,693
Closed -$180K – 1161
2026
Q2 		$180K Buy
+1,693
New +$177K 0.02% 298

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Connor, Clark & Lunn Investment Management (CC&L)
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First Eagle Investment Management
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Fidelity Investments
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Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Wealth Enhancement Trust Services's KOF Position: Q3 2026 in Review

Wealth Enhancement Trust Services sold out of Coca-Cola Femsa (KOF) in Q3 2026, closing a stake of 1,693 shares — an estimated $180K sold.

Wealth Enhancement Trust Services first reported a position in KOF in Q2 2026 and held it in 1 quarter. The position peaked at $180K in Q2 2026. 220 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

  • Wealth Enhancement Trust Services reported no remaining Coca-Cola Femsa position as of Q3 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 1,693 Coca-Cola Femsa shares in Q3 2026, an estimated $180K.
  • Wealth Enhancement Trust Services first reported a position in Coca-Cola Femsa in Q2 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Coca-Cola Femsa position peaked at $180K in Q2 2026.
  • 220 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.