Bruce G. Allen Investments’s Coca-Cola Femsa KOF Stock Holding History

Bruce G. Allen Investments’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	$51.3K	Buy	483 +21	+5%	+$2.2K	0.03%	265
2026 Q1	$45.1K	Buy	462 +12	+3%	+$1.24K	0.03%	271
2025 Q4	$42.6K	Hold	450	–	–	0.03%	287
2025 Q3	$37.4K	Hold	450	–	–	0.03%	309
2025 Q2	$43.5K	Buy	+450	New	+$42.6K	0.03%	274

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

Bruce G. Allen Investments's KOF Position: Q2 2026 in Review

Bruce G. Allen Investments increased its Coca-Cola Femsa (KOF) stake by 4.5% in Q2 2026, buying an estimated $2.2K and bringing the position to 483 shares worth $51.3K. The position accounts for 0.03% of the portfolio, ranked #265.

Bruce G. Allen Investments first reported a position in KOF in Q2 2025 and has held it in 5 quarters since. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Bruce G. Allen Investments held 483 shares of Coca-Cola Femsa worth $51.3K as of Q2 2026.
Bruce G. Allen Investments bought 21 Coca-Cola Femsa shares in Q2 2026, an estimated $2.2K.
Coca-Cola Femsa made up 0.03% of Bruce G. Allen Investments's portfolio in Q2 2026, its #265 holding.
Bruce G. Allen Investments first reported a position in Coca-Cola Femsa in Q2 2025 and has held it in 5 quarters since.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.