Ownership history in Cornerstone Wealth Management, LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Wealth Management, LLC reported a position in COCA-COLA FEMSA SAB DE CV (KOF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 2,618 | -944 | -26.5% | 0.01% | $218K | $83.10 |
| 2025 Q2 | ADDED | 3,562 | +31 | +0.9% | 0.02% | $345K | $95.67 |
| 2025 Q1 | ADDED | 3,531 | +312 | +9.7% | 0.02% | $322K | $89.46 |
| 2024 Q4 | REDUCED | 3,219 | -344 | -9.7% | 0.02% | $251K | $76.33 |
| 2024 Q3 | REDUCED | 3,563 | -255 | -6.7% | 0.02% | $316K | $85.41 |
| 2024 Q2 | ADDED | 3,818 | +307 | +8.7% | 0.03% | $328K | $81.85 |
| 2024 Q1 | ADDED | 3,511 | +275 | +8.5% | 0.03% | $341K | $91.81 |
| 2023 Q4 | INITIATED | 3,236 | — | — | 0.03% | $306K | — |
As of 2025 Q4 — sorted by position size