Bogart Wealth LLC’s Coca-Cola Femsa KOF Stock Holding History

Bogart Wealth LLC’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	$9.67K	Hold	91	–	–	﹤0.01%	1014
2026 Q1	$8.88K	Buy	91 +46	+102%	+$4.76K	﹤0.01%	930
2025 Q4	$4.26K	Hold	45	–	–	﹤0.01%	1038
2025 Q3	$3.74K	Hold	45	–	–	﹤0.01%	1033
2025 Q2	$4.35K	Hold	45	–	–	﹤0.01%	965
2025 Q1	$4.11K	Hold	45	–	–	﹤0.01%	935
2024 Q4	$3.5K	Hold	45	–	–	﹤0.01%	968
2024 Q3	$3.99K	Hold	45	–	–	﹤0.01%	875
2024 Q2	$3.86K	Hold	45	–	–	﹤0.01%	837
2024 Q1	$4.37K	Hold	45	–	–	﹤0.01%	791
2023 Q4	$4.26K	Hold	45	–	–	﹤0.01%	784
2023 Q3	$3.53K	Hold	45	–	–	﹤0.01%	795
2023 Q2	$3.75K	Hold	45	–	–	﹤0.01%	778
2023 Q1	$3.62K	Buy	+45	New	+$3.31K	﹤0.01%	799

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

Bogart Wealth LLC's KOF Position: Q2 2026 in Review

Bogart Wealth LLC held its Coca-Cola Femsa (KOF) position steady in Q2 2026 at 91 shares worth $9.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1014.

Bogart Wealth LLC first reported a position in KOF in Q1 2023 and has held it in 14 quarters since. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Bogart Wealth LLC held 91 shares of Coca-Cola Femsa worth $9.67K as of Q2 2026.
Bogart Wealth LLC left its Coca-Cola Femsa share count unchanged in Q2 2026.
Coca-Cola Femsa made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1014 holding.
Bogart Wealth LLC first reported a position in Coca-Cola Femsa in Q1 2023 and has held it in 14 quarters since.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.