AssetMark Inc
KOF icon

AssetMark Inc’s Coca-Cola Femsa KOF Stock Holding History

AssetMark Inc’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
Q3 		$14K Buy
130
+38
+41% +$4.14K ﹤0.01% 2393
2026
Q2 		$9.8K Buy
92
+16
+21% +$1.68K ﹤0.01% 2459
2026
Q1 		$7.41K Sell
76
-71
-48% -$7.34K ﹤0.01% 2419
2025
Q4 		$13.9K Sell
147
-2,766
-95% -$244K ﹤0.01% 2112
2025
Q3 		$242K Sell
2,913
-270
-8% -$23.3K ﹤0.01% 1226
2025
Q2 		$308K Buy
3,183
+17
+0.5% +$1.61K ﹤0.01% 1126
2025
Q1 		$289K Sell
3,166
-139
-4% -$11.5K ﹤0.01% 1070
2024
Q4 		$257K Sell
3,305
-19
-0.6% -$1.56K ﹤0.01% 1044
2024
Q3 		$295K Sell
3,324
-90
-3% -$7.86K ﹤0.01% 960
2024
Q2 		$293K Sell
3,414
-61
-2% -$5.71K ﹤0.01% 938
2024
Q1 		$338K Sell
3,475
-100
-3% -$9.6K ﹤0.01% 876
2023
Q4 		$338K Sell
3,575
-32
-0.9% -$2.67K ﹤0.01% 842
2023
Q3 		$283K Sell
3,607
-47
-1% -$3.89K ﹤0.01% 823
2023
Q2 		$304K Buy
3,654
+3,492
+2,156% +$299K ﹤0.01% 788
2023
Q1 		$13K Buy
162
+80
+98% +$5.88K ﹤0.01% 1246
2022
Q4 		$5.57K Sell
82
-20
-20% -$1.3K ﹤0.01% 1344
2022
Q3 		$6K Sell
102
-4
-4% -$238 ﹤0.01% 1276
2022
Q2 		$6K Buy
106
+16
+18% +$897 ﹤0.01% 1278
2022
Q1 		$5K Buy
+90
New +$4.8K ﹤0.01% 1277
2020
Q2 		– Sell
-7,554
Closed -$304K – 1365
2020
Q1 		$304K Buy
7,554
+7,509
+16,687% +$423K ﹤0.01% 428
2019
Q4 		$3K Buy
+45
New +$2.65K ﹤0.01% 1182
2017
Q1 		– Sell
-2
Closed – – 1364
2016
Q4 		$0 Buy
+2
New +$140 ﹤0.01% 1323

Other funds holding KOF

Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
TrueMark Investments
TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return

AssetMark Inc's KOF Position: Q3 2026 in Review

AssetMark Inc increased its Coca-Cola Femsa (KOF) stake by 41% in Q3 2026, buying an estimated $4.14K and bringing the position to 130 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #2393.

AssetMark Inc first reported a position in KOF in Q4 2016 and has held it in 22 quarters since. The position peaked at $338K in Q4 2023. 128 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

  • AssetMark Inc held 130 shares of Coca-Cola Femsa worth $14K as of Q3 2026.
  • AssetMark Inc bought 38 Coca-Cola Femsa shares in Q3 2026, an estimated $4.14K.
  • Coca-Cola Femsa made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #2393 holding.
  • AssetMark Inc first reported a position in Coca-Cola Femsa in Q4 2016 and has held it in 22 quarters since.
  • AssetMark Inc's Coca-Cola Femsa position peaked at $338K in Q4 2023.
  • 128 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.