Capital Analysts LLC’s Coca-Cola Femsa KOF Stock Holding History

Capital Analysts LLC’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	$105K	Hold	1,073	–	–	﹤0.01%	785
2025 Q4	$102K	Hold	1,073	–	–	﹤0.01%	761
2025 Q3	$89K	Hold	1,073	–	–	﹤0.01%	760
2025 Q2	$104K	Hold	1,073	–	–	﹤0.01%	658
2025 Q1	$98K	Hold	1,073	–	–	﹤0.01%	648
2024 Q4	$84K	Hold	1,073	–	–	﹤0.01%	648
2024 Q3	$95K	Hold	1,073	–	–	﹤0.01%	590
2024 Q2	$92K	Hold	1,073	–	–	﹤0.01%	593
2024 Q1	$104K	Sell	1,073 -396	-27%	-$37.9K	﹤0.01%	542
2023 Q4	$139K	Hold	1,469	–	–	0.01%	481
2023 Q3	$115K	Hold	1,469	–	–	0.01%	461
2023 Q2	$122K	Hold	1,469	–	–	0.01%	439
2023 Q1	$118K	Hold	1,469	–	–	0.01%	445
2022 Q4	$100K	Hold	1,469	–	–	0.01%	503
2022 Q3	$86K	Hold	1,469	–	–	0.01%	471
2022 Q2	$81K	Hold	1,469	–	–	0.01%	462
2022 Q1	$81K	Sell	1,469 -203	-12%	-$10.8K	0.01%	468
2021 Q4	$92K	Buy	1,672 +284	+20%	+$15.1K	0.01%	465
2021 Q3	$78K	Buy	1,388 +522	+60%	+$29.2K	0.01%	499
2021 Q2	$46K	Buy	+866	New	+$42.6K	﹤0.01%	572

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

Capital Analysts LLC's KOF Position: Q1 2026 in Review

Capital Analysts LLC held its Coca-Cola Femsa (KOF) position steady in Q1 2026 at 1,073 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #785.

Capital Analysts LLC first reported a position in KOF in Q2 2021 and has held it in 20 quarters since. The position peaked at $139K in Q4 2023. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

Capital Analysts LLC held 1,073 shares of Coca-Cola Femsa worth $105K as of Q1 2026.
Capital Analysts LLC left its Coca-Cola Femsa share count unchanged in Q1 2026.
Coca-Cola Femsa made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #785 holding.
Capital Analysts LLC first reported a position in Coca-Cola Femsa in Q2 2021 and has held it in 20 quarters since.
Capital Analysts LLC's Coca-Cola Femsa position peaked at $139K in Q4 2023.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.