Bright Futures Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

Bright Futures Wealth Management’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	$1.09M	Sell	10,236 -3,014	-23%	-$316K	0.7%	45
2026 Q1	$1.29M	Buy	13,250 +4,033	+44%	+$417K	0.88%	35
2025 Q4	$873K	Buy	9,217 +716	+8%	+$63.2K	0.65%	53
2025 Q3	$706K	Buy	+8,501	New	+$734K	0.55%	59
2025 Q1	$805K	Sell	8,354 -3,567	-30%	-$296K	0.88%	38
2024 Q4	$942K	Sell	11,921 -1,294	-10%	-$107K	0.84%	41
2024 Q3	$1.12M	Buy	13,215 +4,056	+44%	+$354K	0.54%	54
2024 Q2	$802K	Buy	9,159 +2,158	+31%	+$202K	0.43%	72
2024 Q1	$594K	Buy	+7,001	New	+$670K	0.32%	87

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 $60.8B AUM 26.63% 1-Year Est. Return

Bright Futures Wealth Management's KOF Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its Coca-Cola Femsa (KOF) stake by 23% in Q2 2026, selling an estimated $316K and leaving 10,236 shares worth $1.09M. The position accounts for 0.7% of the portfolio, ranked #45.

Bright Futures Wealth Management first reported a position in KOF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.29M in Q1 2026. 257 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Bright Futures Wealth Management held 10,236 shares of Coca-Cola Femsa worth $1.09M as of Q2 2026.
Bright Futures Wealth Management sold 3,014 Coca-Cola Femsa shares in Q2 2026, an estimated $316K.
Coca-Cola Femsa made up 0.7% of Bright Futures Wealth Management's portfolio in Q2 2026, its #45 holding.
Bright Futures Wealth Management first reported a position in Coca-Cola Femsa in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's Coca-Cola Femsa position peaked at $1.29M in Q1 2026.
257 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.