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Caprock Group’s Coca-Cola Femsa KOF Stock Holding History

Caprock Group’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 		$1.11M Buy
10,463
+149
+1% +$15.6K 0.02% 593
2026
Q1 		$1.01M Sell
10,314
-104
-1% -$10.8K 0.02% 545
2025
Q4 		$987K Sell
10,418
-1,051
-9% -$92.8K 0.02% 609
2025
Q3 		$975K Buy
+11,469
New +$990K 0.02% 576
2025
Q1 		$1.02M Buy
11,190
+217
+2% +$18K 0.03% 460
2024
Q4 		$855K Buy
+10,973
New +$904K 0.03% 463
2024
Q3 		– Sell
-12,652
Closed -$1.09M – 945
2024
Q2 		$1.09M Buy
12,652
+9,251
+272% +$866K 0.04% 342
2024
Q1 		$331K Buy
3,401
+363
+12% +$34.7K 0.02% 526
2023
Q4 		$288K Sell
3,038
-195
-6% -$16.2K 0.02% 544
2023
Q3 		$254K Sell
3,233
-913
-22% -$75.5K 0.02% 544
2023
Q2 		$345K Sell
4,146
-94
-2% -$8.05K 0.03% 465
2023
Q1 		$341K Buy
4,240
+581
+16% +$42.7K 0.03% 456
2022
Q4 		$248K Buy
+3,659
New +$238K 0.02% 451

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 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
Morgan Stanley
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
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)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Caprock Group's KOF Position: Q2 2026 in Review

Caprock Group increased its Coca-Cola Femsa (KOF) stake by 1.4% in Q2 2026, buying an estimated $15.6K and bringing the position to 10,463 shares worth $1.11M. The position accounts for 0.02% of the portfolio, ranked #593.

Caprock Group first reported a position in KOF in Q4 2022 and has held it in 13 quarters since. 257 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Caprock Group held 10,463 shares of Coca-Cola Femsa worth $1.11M as of Q2 2026.
  • Caprock Group bought 149 Coca-Cola Femsa shares in Q2 2026, an estimated $15.6K.
  • Coca-Cola Femsa made up 0.02% of Caprock Group's portfolio in Q2 2026, its #593 holding.
  • Caprock Group first reported a position in Coca-Cola Femsa in Q4 2022 and has held it in 13 quarters since.
  • 257 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.