CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Coca-Cola Femsa KOF Stock Holding History

CAPTRUST Financial Advisors’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 		$1.57M Buy
16,124
+3,283
+26% +$340K ﹤0.01% 1332
2025
Q4 		$1.22M Buy
12,841
+8,177
+175% +$722K ﹤0.01% 1381
2025
Q3 		$388K Sell
4,664
-2
-0% -$173 ﹤0.01% 1994
2025
Q2 		$451K Sell
4,666
-19
-0.4% -$1.8K ﹤0.01% 1796
2025
Q1 		$428K Buy
4,685
+103
+2% +$8.54K ﹤0.01% 1732
2024
Q4 		$357K Sell
4,582
-9
-0.2% -$742 ﹤0.01% 1797
2024
Q3 		$407K Buy
4,591
+75
+2% +$6.55K ﹤0.01% 1700
2024
Q2 		$388K Sell
4,516
-34
-0.7% -$3.18K ﹤0.01% 1645
2024
Q1 		$442K Sell
4,550
-13
-0.3% -$1.24K ﹤0.01% 1551
2023
Q4 		$432K Sell
4,563
-8
-0.2% -$667 ﹤0.01% 1842
2023
Q3 		$359K Buy
4,571
+26
+0.6% +$2.15K ﹤0.01% 1883
2023
Q2 		$379K Sell
4,545
-183
-4% -$15.7K ﹤0.01% 1808
2023
Q1 		$380K Buy
4,728
+228
+5% +$16.7K ﹤0.01% 1566
2022
Q4 		$305K Hold
4,500
– – ﹤0.01% 1639
2022
Q3 		$263K Hold
4,500
– – ﹤0.01% 1636
2022
Q2 		$249K Hold
4,500
– – ﹤0.01% 1542
2022
Q1 		$247K Sell
4,500
-880
-16% -$47K ﹤0.01% 1579
2021
Q4 		$295K Buy
5,380
+880
+20% +$46.7K ﹤0.01% 1398
2021
Q3 		$253K Buy
+4,500
New +$252K ﹤0.01% 1398
2020
Q4 		– Sell
-59
Closed -$2K – 3456
2020
Q3 		$2K Buy
59
+33
+127% +$1.39K ﹤0.01% 2778
2020
Q2 		$1K Buy
+26
New +$1.09K ﹤0.01% 2714

Other funds holding KOF

Gates Foundation Trust
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Robeco Institutional Asset Management
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)
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CAPTRUST Financial Advisors's KOF Position: Q1 2026 in Review

CAPTRUST Financial Advisors increased its Coca-Cola Femsa (KOF) stake by 26% in Q1 2026, buying an estimated $340K and bringing the position to 16,124 shares worth $1.57M. The position accounts for ﹤0.01% of the portfolio, ranked #1332.

CAPTRUST Financial Advisors first reported a position in KOF in Q2 2020 and has held it in 21 quarters since. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • CAPTRUST Financial Advisors held 16,124 shares of Coca-Cola Femsa worth $1.57M as of Q1 2026.
  • CAPTRUST Financial Advisors bought 3,283 Coca-Cola Femsa shares in Q1 2026, an estimated $340K.
  • Coca-Cola Femsa made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1332 holding.
  • CAPTRUST Financial Advisors first reported a position in Coca-Cola Femsa in Q2 2020 and has held it in 21 quarters since.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.