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

Cerity 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
2026 Q1	$281K	Sell	2,878 -2,766	-49%	-$286K	﹤0.01%	2657
2025 Q4	$535K	Buy	5,644 +185	+3%	+$16.3K	﹤0.01%	2064
2025 Q3	$454K	Sell	5,459 -201	-4%	-$17.3K	﹤0.01%	2039
2025 Q2	$548K	Sell	5,660 -1,920	-25%	-$182K	﹤0.01%	1809
2025 Q1	$692K	Buy	7,580 +4,419	+140%	+$367K	﹤0.01%	1595
2024 Q4	$253K	Buy	3,161 +456	+17%	+$37.6K	﹤0.01%	2118
2024 Q3	$240K	Buy	+2,705	New	+$236K	﹤0.01%	2212
2024 Q2	–	Sell	-2,747	Closed	-$267K	–	2318
2024 Q1	$267K	Buy	2,747 +375	+16%	+$35.9K	﹤0.01%	1930
2023 Q4	$224K	Buy	+2,372	New	+$198K	﹤0.01%	1669

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

Cerity Partners's KOF Position: Q1 2026 in Review

Cerity Partners reduced its Coca-Cola Femsa (KOF) stake by 49% in Q1 2026, selling an estimated $286K and leaving 2,878 shares worth $281K. The position accounts for ﹤0.01% of the portfolio, ranked #2657.

Cerity Partners first reported a position in KOF in Q4 2023 and has held it in 9 quarters since. The position peaked at $692K in Q1 2025. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

Cerity Partners held 2,878 shares of Coca-Cola Femsa worth $281K as of Q1 2026.
Cerity Partners sold 2,766 Coca-Cola Femsa shares in Q1 2026, an estimated $286K.
Coca-Cola Femsa made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #2657 holding.
Cerity Partners first reported a position in Coca-Cola Femsa in Q4 2023 and has held it in 9 quarters since.
Cerity Partners's Coca-Cola Femsa position peaked at $692K in Q1 2025.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.