Blue Trust Inc
KOF icon

Blue Trust Inc’s Coca-Cola Femsa KOF Stock Holding History

Blue Trust Inc’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
Q3 		$14.5K Sell
134
-362
-73% -$39.4K ﹤0.01% 1603
2026
Q2 		$52.7K Sell
496
-15
-3% -$1.57K ﹤0.01% 1326
2026
Q1 		$49.8K Sell
511
-551
-52% -$57K ﹤0.01% 1331
2025
Q4 		$101K Sell
1,062
-282
-21% -$24.9K ﹤0.01% 1059
2025
Q3 		$112K Buy
1,344
+351
+35% +$30.3K ﹤0.01% 1020
2025
Q2 		$96.1K Sell
993
-21
-2% -$1.99K ﹤0.01% 1064
2025
Q1 		$92.6K Sell
1,014
-505
-33% -$41.9K ﹤0.01% 1026
2024
Q4 		$118K Sell
1,519
-2,036
-57% -$168K ﹤0.01% 868
2024
Q3 		$305K Buy
3,555
+3,077
+644% +$269K ﹤0.01% 667
2024
Q2 		$46.5K Buy
478
+397
+490% +$37.2K ﹤0.01% 1283
2024
Q1 		$7.87K Sell
81
-15
-16% -$1.44K ﹤0.01% 1505
2023
Q4 		$8K Sell
96
-314
-77% -$26.2K ﹤0.01% 1663
2023
Q3 		$34K Sell
410
-64
-14% -$5.29K ﹤0.01% 989
2023
Q2 		$38K Sell
474
-225
-32% -$19.3K ﹤0.01% 798
2023
Q1 		$48K Sell
699
-85
-11% -$6.24K ﹤0.01% 1054
2022
Q4 		$46K Buy
784
+632
+416% +$41.1K ﹤0.01% 957
2022
Q3 		$9K Buy
152
+128
+533% +$7.63K ﹤0.01% 1379
2022
Q2 		$1K Buy
+24
New +$1.34K ﹤0.01% 1794

Other funds holding KOF

Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Crossmark Global Holdings
Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return
Martin Capital Partners
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
Gradient Investments
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
Oppenheimer Asset Management
Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Aubrey Capital Management
Aubrey Capital Management Edinburgh, United Kingdom $115M AUM 51.42% 1-Year Est. Return

Blue Trust Inc's KOF Position: Q3 2026 in Review

Blue Trust Inc reduced its Coca-Cola Femsa (KOF) stake by 73% in Q3 2026, selling an estimated $39.4K and leaving 134 shares worth $14.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1603.

Blue Trust Inc first reported a position in KOF in Q2 2022 and has held it in 18 quarters since. The position peaked at $305K in Q3 2024. 100 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

  • Blue Trust Inc held 134 shares of Coca-Cola Femsa worth $14.5K as of Q3 2026.
  • Blue Trust Inc sold 362 Coca-Cola Femsa shares in Q3 2026, an estimated $39.4K.
  • Coca-Cola Femsa made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1603 holding.
  • Blue Trust Inc first reported a position in Coca-Cola Femsa in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's Coca-Cola Femsa position peaked at $305K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.