ClearBridge Investments’s Coca-Cola Femsa KOF Stock Holding History

ClearBridge Investments’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	$7.5M	Buy	76,850 +1,435	+2%	+$148K	0.01%	501
2025 Q4	$7.14M	Sell	75,415 -50,749	-40%	-$4.48M	0.01%	537
2025 Q3	$10.5M	Sell	126,164 -136,287	-52%	-$11.8M	0.01%	498
2025 Q2	$25.4M	Buy	262,451 +169,879	+184%	+$16.1M	0.02%	395
2025 Q1	$8.45M	Buy	92,572 +14,705	+19%	+$1.22M	0.01%	521
2024 Q4	$6.07M	Sell	77,867 -7,468	-9%	-$615K	﹤0.01%	566
2024 Q3	$7.57M	Buy	85,335 +1,480	+2%	+$129K	0.01%	553
2024 Q2	$7.2M	Sell	83,855 -3,367	-4%	-$315K	0.01%	564
2024 Q1	$8.48M	Sell	87,222 -4,549	-5%	-$435K	0.01%	557
2023 Q4	$8.69M	Sell	91,771 -4,340	-5%	-$362K	0.01%	554
2023 Q3	$7.54M	Buy	96,111 +734	+0.8%	+$60.7K	0.01%	529
2023 Q2	$7.95M	Sell	95,377 -42,149	-31%	-$3.61M	0.01%	534
2023 Q1	$11.1M	Sell	137,526 -2,773	-2%	-$204K	0.01%	499
2022 Q4	$9.52M	Sell	140,299 -1,560	-1%	-$102K	0.01%	522
2022 Q3	$8.28M	Sell	141,859 -7,697	-5%	-$459K	0.01%	532
2022 Q2	$8.27M	Buy	149,556 +887	+0.6%	+$49.7K	0.01%	544
2022 Q1	$8.17M	Buy	148,669 +5,473	+4%	+$292K	0.01%	574
2021 Q4	$7.85M	Sell	143,196 -2,722	-2%	-$144K	0.01%	589
2021 Q3	$8.21M	Buy	145,918 +1,789	+1%	+$100K	0.01%	590
2021 Q2	$7.63M	Buy	144,129 +43,179	+43%	+$2.13M	0.01%	597
2021 Q1	$4.66M	Buy	100,950 +2,722	+3%	+$125K	﹤0.01%	597
2020 Q4	$4.53M	Sell	98,228 -17,472	-15%	-$761K	﹤0.01%	591
2020 Q3	$4.71M	Sell	115,700 -16,650	-13%	-$700K	﹤0.01%	579
2020 Q2	$5.8M	Sell	132,350 -14,314	-10%	-$603K	0.01%	547
2020 Q1	$5.9M	Buy	146,664 +140,763	+2,385%	+$7.93M	0.01%	534
2019 Q4	$362K	Hold	5,901	–	–	﹤0.01%	700
2019 Q3	$358K	Hold	5,901	–	–	﹤0.01%	707
2019 Q2	$367K	Hold	5,901	–	–	﹤0.01%	711
2019 Q1	$389K	Hold	5,901	–	–	﹤0.01%	719
2018 Q4	$359K	Hold	5,901	–	–	﹤0.01%	744
2018 Q3	$361K	Hold	5,901	–	–	﹤0.01%	775
2018 Q2	$333K	Hold	5,901	–	–	﹤0.01%	711
2018 Q1	$392K	Hold	5,901	–	–	﹤0.01%	702
2017 Q4	$411K	Hold	5,901	–	–	﹤0.01%	700
2017 Q3	$455K	Hold	5,901	–	–	﹤0.01%	691
2017 Q2	$500K	Hold	5,901	–	–	﹤0.01%	681
2017 Q1	$423K	Hold	5,901	–	–	﹤0.01%	724
2016 Q4	$375K	Hold	5,901	–	–	﹤0.01%	735
2016 Q3	$443K	Hold	5,901	–	–	﹤0.01%	719
2016 Q2	$490K	Sell	5,901 -8,000	-58%	-$654K	﹤0.01%	721
2016 Q1	$1.15M	Buy	13,901 +186	+1%	+$13.5K	﹤0.01%	680
2015 Q4	$971K	Hold	13,715	–	–	﹤0.01%	715
2015 Q3	$952K	Hold	13,715	–	–	﹤0.01%	742
2015 Q2	$1.09M	Sell	13,715 -3,000	-18%	-$245K	﹤0.01%	729
2015 Q1	$1.33M	Buy	16,715 +215	+1%	+$18K	﹤0.01%	731
2014 Q4	$1.43M	Sell	16,500 -1,200	-7%	-$117K	﹤0.01%	738
2014 Q3	$1.78M	Sell	17,700 -1,000	-5%	-$109K	﹤0.01%	718
2014 Q2	$2.13M	Sell	18,700 -600	-3%	-$67.6K	﹤0.01%	668
2014 Q1	$2.04M	Hold	19,300	–	–	﹤0.01%	677
2013 Q4	$2.35M	Sell	19,300 -2,000	-9%	-$241K	﹤0.01%	654
2013 Q3	$2.68M	Hold	21,300	–	–	﹤0.01%	624
2013 Q2	$2.99M	Buy	+21,300	New	+$3.33M	﹤0.01%	599

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

ClearBridge Investments's KOF Position: Q1 2026 in Review

ClearBridge Investments increased its Coca-Cola Femsa (KOF) stake by 1.9% in Q1 2026, buying an estimated $148K and bringing the position to 76,850 shares worth $7.5M. The position accounts for 0.01% of the portfolio, ranked #501.

ClearBridge Investments first reported a position in KOF in Q2 2013 and has held it in 52 quarters since. The position peaked at $25.4M in Q2 2025. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

ClearBridge Investments held 76,850 shares of Coca-Cola Femsa worth $7.5M as of Q1 2026.
ClearBridge Investments bought 1,435 Coca-Cola Femsa shares in Q1 2026, an estimated $148K.
Coca-Cola Femsa made up 0.01% of ClearBridge Investments's portfolio in Q1 2026, its #501 holding.
ClearBridge Investments first reported a position in Coca-Cola Femsa in Q2 2013 and has held it in 52 quarters since.
ClearBridge Investments's Coca-Cola Femsa position peaked at $25.4M in Q2 2025.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on ClearBridge Investments's 13F filing for Q1 2026, filed 13 May 2026.