Bell Investment Advisors’s Coca-Cola Femsa KOF Stock Holding History

Bell Investment Advisors’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	$3.19K	Hold	30	–	–	﹤0.01%	1168
2026 Q1	$2.93K	Hold	30	–	–	﹤0.01%	1182
2025 Q4	$2.84K	Hold	30	–	–	﹤0.01%	1219
2025 Q3	$2.49K	Hold	30	–	–	﹤0.01%	1248
2025 Q2	$2.9K	Hold	30	–	–	﹤0.01%	1208
2025 Q1	$2.74K	Buy	30 +20	+200%	+$1.66K	﹤0.01%	1183
2024 Q4	$779	Hold	10	–	–	﹤0.01%	1658
2024 Q3	$888	Sell	10 -6	-38%	-$524	﹤0.01%	1629
2024 Q2	$1.37K	Sell	16 -6	-27%	-$562	﹤0.01%	1505
2024 Q1	$2.14K	Buy	22 +6	+38%	+$574	﹤0.01%	1330
2023 Q4	$1.51K	Sell	16 -2	-11%	-$167	﹤0.01%	1442
2023 Q3	$1.41K	Buy	18 +2	+13%	+$165	﹤0.01%	1438
2023 Q2	$1.33K	Buy	16 +6	+60%	+$514	﹤0.01%	1484
2023 Q1	$805	Hold	10	–	–	﹤0.01%	1640
2022 Q4	$679	Hold	10	–	–	﹤0.01%	1688
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	1459
2022 Q2	$1K	Buy	+10	New	+$561	﹤0.01%	1480
2021 Q4	$6K	Buy	+102	New	+$5.41K	﹤0.01%	694

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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 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 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) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Bell Investment Advisors's KOF Position: Q2 2026 in Review

Bell Investment Advisors held its Coca-Cola Femsa (KOF) position steady in Q2 2026 at 30 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1168.

Bell Investment Advisors first reported a position in KOF in Q4 2021 and has held it in 18 quarters since. The position peaked at $6K in Q4 2021. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Bell Investment Advisors held 30 shares of Coca-Cola Femsa worth $3.19K as of Q2 2026.
Bell Investment Advisors left its Coca-Cola Femsa share count unchanged in Q2 2026.
Coca-Cola Femsa made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1168 holding.
Bell Investment Advisors first reported a position in Coca-Cola Femsa in Q4 2021 and has held it in 18 quarters since.
Bell Investment Advisors's Coca-Cola Femsa position peaked at $6K in Q4 2021.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.