Capital Advisors Wealth Management, LLC KOF — COCA-COLA FEMSA SAB DE CV

Ownership history in Capital Advisors Wealth Management, LLC  ·  10 quarters on record

AI Ownership Summary

Capital Advisors Wealth Management, LLC reported COCA-COLA FEMSA SAB DE CV (KOF) in 10 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.15% in 2024 Q3. The latest visible filing shows KOF at 0.12% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this KOF ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Capital Advisors Wealth Management, LLC's position in COCA-COLA FEMSA SAB DE CV, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

KOF was reported at 0.12% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.15% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

KOF stock page Capital Advisors Wealth Management, LLC fund profile Capital Advisors Wealth Management, LLC full holdings
How Capital Advisors Wealth Management, LLC held KOF — position size vs. price
% of Fund (quarterly)    KOF price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 8,981 +105 +1.2% 0.12% $876K 2026-04-08 $103.16
2025 Q4 REDUCED — — — 8,876 -467 -5.0% 0.11% $841K 2026-01-21 $100.75
2025 Q3 ADDED — — — 9,343 +431 +4.8% 0.11% $776K 2025-10-16 $84.62
2025 Q2 ADDED — — — 8,912 +420 +4.9% 0.14% $862K 2025-08-13 $84.38
2025 Q1 REDUCED — — — 8,492 -132 -1.5% 0.14% $775K 2025-04-25 $95.60
2024 Q4 REDUCED 6.5% +17.2% ❌ 8,624 -597 -6.5% 0.12% $672K 2025-01-15 $74.12
2024 Q3 ADDED — — — 9,221 +655 +7.6% 0.15% $818K 2024-10-15 $83.46
2024 Q2 ADDED — — — 8,566 +3,390 +65.5% 0.15% $735K 2024-07-16 $83.86
2024 Q1 ADDED — — — 5,176 +2,786 +116.6% 0.10% $503K 2024-04-12 $91.63
2023 Q4 INITIATED — — — 2,390 — — 0.05% $226K 2024-01-09 $84.32

🏢 Other funds also holding KOF

As of 2026 Q1 — sorted by position size

Martin Capital Partners, LLC 3Y 7Y 2.07% Arkfeld Wealth Strategies, L.L.C. 3Y 1.0% Bright Futures Wealth Management, LLC. 0.88% TrueMark Investments, LLC 0.61% Sage Investment Counsel LLC 0.4% FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 3Y 7Y 0.27% Alhambra Investment Management LLC 3Y 0.18% Robeco Institutional Asset Management B.V. 3Y 7Y 0.09% Gradient Investments LLC 3Y 7Y 0.07% OPPENHEIMER ASSET MANAGEMENT INC. 3Y 7Y 0.05%

FAQ About Capital Advisors Wealth Management, LLC and KOF

These are the practical questions this page is built to answer before you even open the full history table.

How long has Capital Advisors Wealth Management, LLC reported owning KOF?

Capital Advisors Wealth Management, LLC reported KOF across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported KOF position in Capital Advisors Wealth Management, LLC's portfolio?

The largest reported portfolio weight for KOF was 0.15% in 2024 Q3.

What is the latest reported KOF position on this page?

The most recent filing on this page is 2026 Q1, when Capital Advisors Wealth Management, LLC reported 8,981 shares, equal to 0.12% of portfolio, with an estimated market value of $876K.

What does the chart on this KOF ownership page compare?

The chart compares Capital Advisors Wealth Management, LLC's quarterly KOF portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Capital Advisors Wealth Management, LLC time their KOF position?

Based on 13F filing dates vs. subsequent KOF price moves, Capital Advisors Wealth Management, LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on KOF relative to SPY over the holding period was -6.0%.

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