Broyhill Asset Management’s Coca-Cola Femsa KOF Stock Holding History

Broyhill Asset 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	$4.37M	Buy	41,129 +1,257	+3%	+$132K	3.89%	6
2026 Q1	$3.89M	Sell	39,872 -5,766	-13%	-$596K	3.59%	9
2025 Q4	$4.32M	Buy	45,638 +2,060	+5%	+$182K	3.81%	6
2025 Q3	$3.62M	Buy	43,578 +7,152	+20%	+$617K	3.17%	6
2025 Q2	$3.52M	Sell	36,426 -7,959	-18%	-$754K	3.2%	8
2025 Q1	$4.05M	Buy	44,385 +950	+2%	+$78.8K	3.3%	8
2024 Q4	$3.38M	Buy	+43,435	New	+$3.58M	2.98%	10

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

Broyhill Asset Management's KOF Position: Q2 2026 in Review

Broyhill Asset Management increased its Coca-Cola Femsa (KOF) stake by 3.2% in Q2 2026, buying an estimated $132K and bringing the position to 41,129 shares worth $4.37M. The position accounts for 3.89% of the portfolio, ranked #6.

Broyhill Asset Management first reported a position in KOF in Q4 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Broyhill Asset Management held 41,129 shares of Coca-Cola Femsa worth $4.37M as of Q2 2026.
Broyhill Asset Management bought 1,257 Coca-Cola Femsa shares in Q2 2026, an estimated $132K.
Coca-Cola Femsa made up 3.89% of Broyhill Asset Management's portfolio in Q2 2026, its #6 holding.
Broyhill Asset Management first reported a position in Coca-Cola Femsa in Q4 2024 and has held it in 7 quarters since.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Broyhill Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.