Atria Investments’s Coca-Cola Femsa KOF Stock Holding History

Atria Investments’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 Q1	$433K	Sell	4,439 -195	-4%	-$20.2K	﹤0.01%	1521
2025 Q4	$439K	Buy	4,634 +329	+8%	+$29K	0.01%	1523
2025 Q3	$358K	Sell	4,305 -980	-19%	-$84.6K	﹤0.01%	1622
2025 Q2	$511K	Buy	5,285 +615	+13%	+$58.3K	0.01%	1403
2025 Q1	$426K	Buy	4,670 +895	+24%	+$74.2K	0.01%	1438
2024 Q4	$294K	Sell	3,775 -1,441	-28%	-$119K	﹤0.01%	1602
2024 Q3	$463K	Sell	5,216 -4,728	-48%	-$413K	0.01%	1373
2024 Q2	$854K	Sell	9,944 -1,106	-10%	-$104K	0.01%	1022
2024 Q1	$1.07M	Sell	11,050 -676	-6%	-$64.7K	0.01%	923
2023 Q4	$1.11M	Buy	+11,726	New	+$977K	0.02%	849
2022 Q2	–	Sell	-29,114	Closed	-$1.6M	–	820
2022 Q1	$1.6M	Buy	29,114 +2,245	+8%	+$120K	0.03%	652
2021 Q4	$1.47M	Buy	26,869 +680	+3%	+$36.1K	0.03%	676
2021 Q3	$1.47M	Buy	26,189 +1,975	+8%	+$111K	0.03%	650
2021 Q2	$1.28M	Buy	+24,214	New	+$1.19M	0.02%	676

Other funds holding KOF

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

TBC

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Atria Investments's KOF Position: Q1 2026 in Review

Atria Investments reduced its Coca-Cola Femsa (KOF) stake by 4.2% in Q1 2026, selling an estimated $20.2K and leaving 4,439 shares worth $433K. The position accounts for ﹤0.01% of the portfolio, ranked #1521.

Atria Investments first reported a position in KOF in Q2 2021 and has held it in 14 quarters since. The position peaked at $1.6M in Q1 2022. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

Atria Investments held 4,439 shares of Coca-Cola Femsa worth $433K as of Q1 2026.
Atria Investments sold 195 Coca-Cola Femsa shares in Q1 2026, an estimated $20.2K.
Coca-Cola Femsa made up ﹤0.01% of Atria Investments's portfolio in Q1 2026, its #1521 holding.
Atria Investments first reported a position in Coca-Cola Femsa in Q2 2021 and has held it in 14 quarters since.
Atria Investments's Coca-Cola Femsa position peaked at $1.6M in Q1 2022.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.