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Capital A Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

Capital A 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
2025
Q2 		– Sell
-39
Closed -$3.56K – 668
2025
Q1 		$3.56K Hold
39
– – ﹤0.01% 419
2024
Q4 		$3.04K Buy
+39
New +$3.21K 0.01% 437

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Boston Partners
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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Capital A Wealth Management's KOF Position: Q2 2025 in Review

Capital A Wealth Management sold out of Coca-Cola Femsa (KOF) in Q2 2025, closing a stake of 39 shares — an estimated $3.56K sold.

Capital A Wealth Management first reported a position in KOF in Q4 2024 and held it in 2 quarters. The position peaked at $3.56K in Q1 2025. 252 funds tracked by Wall St. Rank hold KOF as of Q2 2025.

  • Capital A Wealth Management reported no remaining Coca-Cola Femsa position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 39 Coca-Cola Femsa shares in Q2 2025, an estimated $3.56K.
  • Capital A Wealth Management first reported a position in Coca-Cola Femsa in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Coca-Cola Femsa position peaked at $3.56K in Q1 2025.
  • 252 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.