Avantax Advisory Services’s Coca-Cola Femsa KOF Stock Holding History

Avantax Advisory Services’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	$1.28M	Buy	13,276 +521	+4%	+$49.4K	0.01%	1009
2025 Q1	$1.16M	Buy	12,755 +779	+7%	+$64.6K	0.01%	1007
2024 Q4	$933K	Buy	11,976 +212	+2%	+$17.5K	0.01%	1066
2024 Q3	$1.04M	Sell	11,764 -1,025	-8%	-$89.6K	0.01%	998
2024 Q2	$1.1M	Buy	12,789 +1,396	+12%	+$131K	0.01%	929
2024 Q1	$1.11M	Buy	11,393 +418	+4%	+$40K	0.01%	708
2023 Q4	$1.04M	Buy	10,975 +592	+6%	+$49.3K	0.01%	698
2023 Q3	$814K	Buy	10,383 +1,664	+19%	+$138K	0.01%	757
2023 Q2	$726K	Buy	8,719 +2,079	+31%	+$178K	0.01%	796
2023 Q1	$534K	Buy	6,640 +175	+3%	+$12.9K	0.01%	884
2022 Q4	$439K	Buy	+6,465	New	+$421K	0.01%	926

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

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

CCM

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

FWIA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Avantax Advisory Services's KOF Position: Q2 2025 in Review

Avantax Advisory Services increased its Coca-Cola Femsa (KOF) stake by 4.1% in Q2 2025, buying an estimated $49.4K and bringing the position to 13,276 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #1009.

Avantax Advisory Services first reported a position in KOF in Q4 2022 and has held it in 11 quarters since. 252 funds tracked by Wall St. Rank hold KOF as of Q2 2025.

Avantax Advisory Services held 13,276 shares of Coca-Cola Femsa worth $1.28M as of Q2 2025.
Avantax Advisory Services bought 521 Coca-Cola Femsa shares in Q2 2025, an estimated $49.4K.
Coca-Cola Femsa made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1009 holding.
Avantax Advisory Services first reported a position in Coca-Cola Femsa in Q4 2022 and has held it in 11 quarters since.
252 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.