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
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 Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Ascent Group's KOF Position: Q3 2025 in Review

Ascent Group sold out of Coca-Cola Femsa (KOF) in Q3 2025, closing a stake of 2,822 shares — an estimated $273K sold.

Ascent Group first reported a position in KOF in Q1 2025 and held it in 2 quarters. The position peaked at $273K in Q2 2025. 240 funds tracked by Wall St. Rank hold KOF as of Q3 2025.

Ascent Group reported no remaining Coca-Cola Femsa position as of Q3 2025 after selling out during the quarter.
Ascent Group sold 2,822 Coca-Cola Femsa shares in Q3 2025, an estimated $273K.
Ascent Group first reported a position in Coca-Cola Femsa in Q1 2025 and held it in 2 quarters.
Ascent Group's Coca-Cola Femsa position peaked at $273K in Q2 2025.
240 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2025.

Based on Ascent Group's 13F filing for Q3 2025, filed 20 Oct 2025.