Capital Advisors Wealth Management, LLC
Position in KOF — Coca Cola Femsa Sab De CV
CIK 1824700
YAKIMA, WA
Position in KOF
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$1,039,231
+$163,135 QoQ
Shares Held
9,781
+8.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.43%
of 13F equity value
Holder Rank
#93
of 256 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in KOF Over Time
Shares Held
Position Value (USD)
Position in Beverages - Non-Alcoholic
Consumer Defensive · as of Jun 30, 2026Capital Advisors Wealth Management, LLC holds $2,488,635 across 3 Beverages - Non-Alcoholic names. KOF ranks #1 (41.8% of the industry book) .
All Filings in KOF
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,039,231 | 9,781 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $876,096 | 8,981 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $840,645 | 8,876 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $776,403 | 9,343 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $862,057 | 8,912 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $775,234 | 8,492 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $671,723 | 8,624 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $818,087 | 9,221 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $735,305 | 8,566 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $503,107 | 5,176 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $226,189 | 2,390 | Shares | Sole | 2024-01-09 | |
| No filing history on record for this holder in this stock. | ||||||