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Atria Wealth Solutions’s Coca-Cola Femsa KOF Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-3,243
Closed -$296K – 1718
2025
Q1 		$296K Sell
3,243
-509
-14% -$42.2K ﹤0.01% 1473
2024
Q4 		$292K Buy
3,752
+6
+0.2% +$494 ﹤0.01% 1563
2024
Q3 		$332K Buy
3,746
+1,161
+45% +$101K ﹤0.01% 1451
2024
Q2 		$222K Buy
2,585
+215
+9% +$20.1K ﹤0.01% 1700
2024
Q1 		$230K Buy
+2,370
New +$227K ﹤0.01% 1727

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Atria Wealth Solutions's KOF Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Coca-Cola Femsa (KOF) in Q2 2025, closing a stake of 3,243 shares — an estimated $296K sold.

Atria Wealth Solutions first reported a position in KOF in Q1 2024 and held it in 5 quarters. The position peaked at $332K in Q3 2024. 252 funds tracked by Wall St. Rank hold KOF as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Coca-Cola Femsa position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,243 Coca-Cola Femsa shares in Q2 2025, an estimated $296K.
  • Atria Wealth Solutions first reported a position in Coca-Cola Femsa in Q1 2024 and held it in 5 quarters.
  • Atria Wealth Solutions's Coca-Cola Femsa position peaked at $332K in Q3 2024.
  • 252 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.