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 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 $31.7B AUM 20.52% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bright Futures Wealth Management's KOF Position: Q1 2026 in Review

Bright Futures Wealth Management increased its Coca-Cola Femsa (KOF) stake by 44% in Q1 2026, buying an estimated $417K and bringing the position to 13,250 shares worth $1.29M. The position accounts for 0.88% of the portfolio, ranked #35.

Bright Futures Wealth Management first reported a position in KOF in Q1 2024 and has held it in 8 quarters since. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

Bright Futures Wealth Management held 13,250 shares of Coca-Cola Femsa worth $1.29M as of Q1 2026.
Bright Futures Wealth Management bought 4,033 Coca-Cola Femsa shares in Q1 2026, an estimated $417K.
Coca-Cola Femsa made up 0.88% of Bright Futures Wealth Management's portfolio in Q1 2026, its #35 holding.
Bright Futures Wealth Management first reported a position in Coca-Cola Femsa in Q1 2024 and has held it in 8 quarters since.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Bright Futures Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.