Castleview Partners’s Coca-Cola Femsa KOF Stock Holding History

Castleview Partners’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 Q3	–	Sell	-2,443	Closed	-$236K	–	189
2025 Q2	$236K	Buy	+2,443	New	+$232K	0.15%	152
2025 Q1	–	Sell	-2,802	Closed	-$218K	–	391
2024 Q4	$218K	Sell	2,802 -312	-10%	-$25.7K	0.12%	177
2024 Q3	$276K	Buy	3,114 +2,025	+186%	+$177K	0.16%	144
2024 Q2	$93.5K	Buy	1,089 +442	+68%	+$41.4K	0.05%	247
2024 Q1	$62.9K	Buy	647 +181	+39%	+$17.3K	0.04%	321
2023 Q4	$44.1K	Buy	466 +172	+59%	+$14.3K	0.03%	324
2023 Q3	$23.1K	Buy	294 +50	+20%	+$4.13K	0.02%	341
2023 Q2	$20.3K	Buy	244 +95	+64%	+$8.14K	0.02%	354
2023 Q1	$12K	Hold	149	–	–	0.01%	405
2022 Q4	$10.1K	Buy	149 +76	+104%	+$4.95K	0.01%	367
2022 Q3	$4K	Buy	73 +63	+630%	+$3.76K	﹤0.01%	469
2022 Q2	$470	Buy	+10	New	+$561	﹤0.01%	727
2022 Q1	–	Sell	-110,657	Closed	-$2.02K	–	873
2021 Q4	$2.02K	Buy	+110,657	New	+$5.87M	0.02%	280
2021 Q2	$107K	Buy	+2,020	New	+$99.4K	0.05%	277

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Castleview Partners's KOF Position: Q3 2025 in Review

Castleview Partners sold out of Coca-Cola Femsa (KOF) in Q3 2025, closing a stake of 2,443 shares — an estimated $236K sold.

Castleview Partners first reported a position in KOF in Q2 2021 and held it in 14 quarters. The position peaked at $276K in Q3 2024. 240 funds tracked by Wall St. Rank hold KOF as of Q3 2025.

Castleview Partners reported no remaining Coca-Cola Femsa position as of Q3 2025 after selling out during the quarter.
Castleview Partners sold 2,443 Coca-Cola Femsa shares in Q3 2025, an estimated $236K.
Castleview Partners first reported a position in Coca-Cola Femsa in Q2 2021 and held it in 14 quarters.
Castleview Partners's Coca-Cola Femsa position peaked at $276K in Q3 2024.
240 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2025.

Based on Castleview Partners's 13F filing for Q3 2025, filed 10 Oct 2025.