BP
KOF icon

Ballentine Partners’s Coca-Cola Femsa KOF Stock Holding History

Ballentine Partners’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 		$313K Buy
2,946
+171
+6% +$17.9K ﹤0.01% 772
2026
Q1 		$271K Buy
2,775
+48
+2% +$4.96K ﹤0.01% 792
2025
Q4 		$258K Buy
+2,727
New +$241K ﹤0.01% 793
2025
Q3 		– Sell
-2,413
Closed -$233K – 1045
2025
Q2 		$233K Buy
2,413
+173
+8% +$16.4K ﹤0.01% 808
2025
Q1 		$204K Buy
+2,240
New +$186K ﹤0.01% 799
2024
Q2 		– Sell
-2,664
Closed -$259K – 782
2024
Q1 		$259K Buy
2,664
+453
+20% +$43.3K ﹤0.01% 590
2023
Q4 		$209K Buy
+2,211
New +$184K ﹤0.01% 607

Other funds holding KOF

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Ballentine Partners's KOF Position: Q2 2026 in Review

Ballentine Partners increased its Coca-Cola Femsa (KOF) stake by 6.2% in Q2 2026, buying an estimated $17.9K and bringing the position to 2,946 shares worth $313K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Ballentine Partners first reported a position in KOF in Q4 2023 and has held it in 7 quarters since. 32 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Ballentine Partners held 2,946 shares of Coca-Cola Femsa worth $313K as of Q2 2026.
  • Ballentine Partners bought 171 Coca-Cola Femsa shares in Q2 2026, an estimated $17.9K.
  • Coca-Cola Femsa made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #772 holding.
  • Ballentine Partners first reported a position in Coca-Cola Femsa in Q4 2023 and has held it in 7 quarters since.
  • 32 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.