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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
Q2 		$395K Sell
3,716
-723
-16% -$75.8K ﹤0.01% 1659
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
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

Atria Investments's KOF Position: Q2 2026 in Review

Atria Investments reduced its Coca-Cola Femsa (KOF) stake by 16% in Q2 2026, selling an estimated $75.8K and leaving 3,716 shares worth $395K. The position accounts for ﹤0.01% of the portfolio, ranked #1659.

Atria Investments first reported a position in KOF in Q2 2021 and has held it in 15 quarters since. The position peaked at $1.6M in Q1 2022. 256 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Atria Investments held 3,716 shares of Coca-Cola Femsa worth $395K as of Q2 2026.
  • Atria Investments sold 723 Coca-Cola Femsa shares in Q2 2026, an estimated $75.8K.
  • Coca-Cola Femsa made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1659 holding.
  • Atria Investments first reported a position in Coca-Cola Femsa in Q2 2021 and has held it in 15 quarters since.
  • Atria Investments's Coca-Cola Femsa position peaked at $1.6M in Q1 2022.
  • 256 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.