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Ascent Group’s Coca-Cola Femsa KOF Stock Holding History

Ascent Group’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 		$216K Buy
+2,032
New +$213K 0.01% 759
2025
Q3 		– Sell
-2,822
Closed -$273K – 766
2025
Q2 		$273K Buy
2,822
+94
+3% +$8.91K 0.01% 599
2025
Q1 		$249K Buy
+2,728
New +$226K 0.01% 606

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 $60.8B AUM 26.63% 1-Year Est. Return

Ascent Group's KOF Position: Q2 2026 in Review

Ascent Group opened a new position in Coca-Cola Femsa (KOF) in Q2 2026: 2,032 shares worth $216K. The stake represents 0.01% of the portfolio and ranks #759 among its holdings. This is a return to the name: Ascent Group previously reported a position in KOF as recently as Q2 2025.

Ascent Group first reported a position in KOF in Q1 2025 and has held it in 3 quarters since. The position peaked at $273K in Q2 2025. 257 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Ascent Group held 2,032 shares of Coca-Cola Femsa worth $216K as of Q2 2026.
  • Coca-Cola Femsa was a new Ascent Group position in Q2 2026.
  • Coca-Cola Femsa made up 0.01% of Ascent Group's portfolio in Q2 2026, its #759 holding.
  • Ascent Group first reported a position in Coca-Cola Femsa in Q1 2025 and has held it in 3 quarters since.
  • Ascent Group's Coca-Cola Femsa position peaked at $273K in Q2 2025.
  • 257 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Ascent Group's 13F filing for Q2 2026, filed 3 Aug 2026.