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Allworth Financial’s Coca-Cola Femsa KOF Stock Holding History

Allworth Financial’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 		$12.2K Buy
115
+41
+55% +$4.3K ﹤0.01% 3582
2026
Q1 		$7.22K Buy
74
+7
+10% +$724 ﹤0.01% 3729
2025
Q4 		$6.35K Sell
67
-26
-28% -$2.29K ﹤0.01% 3567
2025
Q3 		$7.73K Buy
93
+44
+90% +$3.8K ﹤0.01% 3294
2025
Q2 		$4.74K Hold
49
– – ﹤0.01% 3289
2025
Q1 		$4.82K Hold
49
– – ﹤0.01% 2780
2024
Q4 		$3.69K Sell
49
-22
-31% -$1.81K ﹤0.01% 2892
2024
Q3 		$6.3K Buy
71
+22
+45% +$1.92K ﹤0.01% 2465
2024
Q2 		$4.33K Sell
49
-28
-36% -$2.62K ﹤0.01% 2584
2024
Q1 		$7.49K Hold
77
– – ﹤0.01% 2231
2023
Q4 		$7.29K Buy
77
+13
+20% +$1.08K ﹤0.01% 2109
2023
Q3 		$5.02K Buy
64
+19
+42% +$1.57K ﹤0.01% 2102
2023
Q2 		$3.75K Buy
45
+9
+25% +$771 ﹤0.01% 2228
2023
Q1 		$2.9K Hold
36
– – ﹤0.01% 2253
2022
Q4 		$2.44K Hold
36
– – ﹤0.01% 2169
2022
Q3 		$2K Buy
36
+10
+38% +$596 ﹤0.01% 2166
2022
Q2 		$1K Buy
+26
New +$1.46K ﹤0.01% 2183

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

Allworth Financial's KOF Position: Q2 2026 in Review

Allworth Financial increased its Coca-Cola Femsa (KOF) stake by 55% in Q2 2026, buying an estimated $4.3K and bringing the position to 115 shares worth $12.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3582.

Allworth Financial first reported a position in KOF in Q2 2022 and has held it in 17 quarters since. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Allworth Financial held 115 shares of Coca-Cola Femsa worth $12.2K as of Q2 2026.
  • Allworth Financial bought 41 Coca-Cola Femsa shares in Q2 2026, an estimated $4.3K.
  • Coca-Cola Femsa made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #3582 holding.
  • Allworth Financial first reported a position in Coca-Cola Femsa in Q2 2022 and has held it in 17 quarters since.
  • 255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.