KOF β€” COCA-COLA FEMSA SAB DE CV

Ownership history in Cornerstone Wealth Management, LLC  Β·  8 quarters on record

AI Ownership Summary

Cornerstone Wealth Management, LLC reported COCA-COLA FEMSA SAB DE CV (KOF) in 8 quarterly 13F filings from 2023 Q4 through 2025 Q3. Peak portfolio weight reached 0.03% in 2024 Q1. The latest visible filing shows KOF at 0.01% 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 Cornerstone 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
2025 Q3

KOF was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2024 Q1

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 2025 Q3

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.

How Cornerstone Wealth Management, LLC held KOF β€” position size vs. price
% of Fund (quarterly)    KOF price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 2,618 -944 -26.5% 0.01% $218K 2025-11-04 $85.75
2025 Q2 ADDED 3,562 +31 +0.9% 0.02% $345K 2025-08-12 $85.18
2025 Q1 ADDED 3,531 +312 +9.7% 0.02% $322K 2025-04-18 $94.57
2024 Q4 REDUCED 3,219 -344 -9.7% 0.02% $251K 2025-01-21 $74.04
2024 Q3 REDUCED 3,563 -255 -6.7% 0.02% $316K 2024-10-16 $84.82
2024 Q2 ADDED 3,818 +307 +8.7% 0.03% $328K 2024-07-16 $84.75
2024 Q1 ADDED 3,511 +275 +8.5% 0.03% $341K 2024-04-19 $89.05
2023 Q4 INITIATED 3,236 β€” β€” 0.03% $306K 2024-01-10 $85.46

FAQ About Cornerstone 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 Cornerstone Wealth Management, LLC reported owning KOF?

Cornerstone Wealth Management, LLC reported KOF across 8 quarterly 13F filings, from 2023 Q4 through 2025 Q3.

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

The largest reported portfolio weight for KOF was 0.03% in 2024 Q1.

What is the latest reported KOF position on this page?

The most recent filing on this page is 2025 Q3, when Cornerstone Wealth Management, LLC reported 2,618 shares, equal to 0.01% of portfolio, with an estimated market value of $218K.

What does the chart on this KOF ownership page compare?

The chart compares Cornerstone 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.

← Back to Cornerstone Wealth Management, LLC Holdings