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Advisors Asset Management’s Coca-Cola Femsa KOF Stock Holding History

Advisors Asset Management’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
Q2 		$774K Sell
7,282
-284
-4% -$29.8K 0.01% 874
2026
Q1 		$738K Sell
7,566
-5,099
-40% -$527K 0.01% 873
2025
Q4 		$1.2M Sell
12,665
-942
-7% -$83.2K 0.02% 745
2025
Q3 		$1.13M Sell
13,607
-3,240
-19% -$280K 0.02% 744
2025
Q2 		$1.63M Buy
16,847
+152
+0.9% +$14.4K 0.03% 629
2025
Q1 		$1.52M Sell
16,695
-495
-3% -$41.1K 0.03% 639
2024
Q4 		$1.34M Buy
17,190
+562
+3% +$46.3K 0.02% 666
2024
Q3 		$1.48M Sell
16,628
-2,264
-12% -$198K 0.03% 639
2024
Q2 		$1.62M Buy
18,892
+1,198
+7% +$112K 0.03% 594
2024
Q1 		$1.72M Sell
17,694
-4,903
-22% -$469K 0.03% 598
2023
Q4 		$2.14M Buy
22,597
+874
+4% +$72.8K 0.04% 510
2023
Q3 		$1.7M Sell
21,723
-989
-4% -$81.8K 0.04% 556
2023
Q2 		$1.89M Buy
22,712
+881
+4% +$75.5K 0.04% 525
2023
Q1 		$1.76M Buy
21,831
+2,098
+11% +$154K 0.04% 554
2022
Q4 		$1.34M Buy
19,733
+1,502
+8% +$97.8K 0.03% 626
2022
Q3 		$1.06M Sell
18,231
-1,546
-8% -$92.2K 0.02% 703
2022
Q2 		$1.09M Buy
19,777
+4,007
+25% +$225K 0.02% 730
2022
Q1 		$867K Buy
15,770
+6,537
+71% +$349K 0.01% 846
2021
Q4 		$506K Buy
9,233
+3,204
+53% +$170K 0.01% 998
2021
Q3 		$339K Buy
6,029
+3,287
+120% +$184K 0.01% 1128
2021
Q2 		$145K Buy
+2,742
New +$135K ﹤0.01% 1255
2013
Q3 		– Sell
-489
Closed -$69K – 1767
2013
Q2 		$69K Buy
+489
New +$76.4K ﹤0.01% 1433

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Advisors Asset Management's KOF Position: Q2 2026 in Review

Advisors Asset Management reduced its Coca-Cola Femsa (KOF) stake by 3.8% in Q2 2026, selling an estimated $29.8K and leaving 7,282 shares worth $774K. The position accounts for 0.01% of the portfolio, ranked #874.

Advisors Asset Management first reported a position in KOF in Q2 2013 and has held it in 22 quarters since. The position peaked at $2.14M in Q4 2023. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Advisors Asset Management held 7,282 shares of Coca-Cola Femsa worth $774K as of Q2 2026.
  • Advisors Asset Management sold 284 Coca-Cola Femsa shares in Q2 2026, an estimated $29.8K.
  • Coca-Cola Femsa made up 0.01% of Advisors Asset Management's portfolio in Q2 2026, its #874 holding.
  • Advisors Asset Management first reported a position in Coca-Cola Femsa in Q2 2013 and has held it in 22 quarters since.
  • Advisors Asset Management's Coca-Cola Femsa position peaked at $2.14M in Q4 2023.
  • 255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Advisors Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.