Broadwater Capital’s Coca-Cola Femsa KOF Stock Holding History

Broadwater Capital’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	$2.13K	Hold	20	–	–	﹤0.01%	191
2026 Q1	$1.89K	Hold	20	–	–	﹤0.01%	195
2025 Q4	$1.89K	Hold	20	–	–	﹤0.01%	195
2025 Q3	$1.66K	Sell	20 -1,915	-99%	-$165K	﹤0.01%	201
2025 Q2	$1.94M	Buy	1,935 +1,915	+9,575%	+$181K	﹤0.01%	202
2025 Q1	$1.83K	Hold	20	–	–	﹤0.01%	199
2024 Q4	$1.56K	Hold	20	–	–	﹤0.01%	208
2024 Q3	$1.77K	Hold	20	–	–	﹤0.01%	213
2024 Q2	$1.72K	Hold	20	–	–	﹤0.01%	212
2024 Q1	$1.94K	Hold	20	–	–	﹤0.01%	209
2023 Q4	$1.89K	Buy	+20	New	+$1.67K	﹤0.01%	206

Other funds holding KOF

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CGH

Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

OAM

Oppenheimer Asset Management New York $9.63B AUM 30.32% 1-Year Est. Return

CBUSF

Construction & Building Unions Superannuation Fund Melbourne, Australia $5.59B AUM 23.73% 1-Year Est. Return

Broadwater Capital's KOF Position: Q2 2026 in Review

Broadwater Capital held its Coca-Cola Femsa (KOF) position steady in Q2 2026 at 20 shares worth $2.13K. The position accounts for ﹤0.01% of the portfolio, ranked #191.

Broadwater Capital first reported a position in KOF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.94M in Q2 2025. 111 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Broadwater Capital held 20 shares of Coca-Cola Femsa worth $2.13K as of Q2 2026.
Broadwater Capital left its Coca-Cola Femsa share count unchanged in Q2 2026.
Coca-Cola Femsa made up ﹤0.01% of Broadwater Capital's portfolio in Q2 2026, its #191 holding.
Broadwater Capital first reported a position in Coca-Cola Femsa in Q4 2023 and has held it in 11 quarters since.
Broadwater Capital's Coca-Cola Femsa position peaked at $1.94M in Q2 2025.
111 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Broadwater Capital's 13F filing for Q2 2026, filed 24 Jul 2026.