Commonwealth Equity Services
KOF icon

Commonwealth Equity Services’s Coca-Cola Femsa KOF Stock Holding History

Commonwealth Equity Services’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 		$406K Sell
4,164
-117
-3% -$12.1K ﹤0.01% 3396
2025
Q4 		$405K Sell
4,281
-35
-0.8% -$3.09K ﹤0.01% 3365
2025
Q3 		$359K Buy
4,316
+899
+26% +$77.6K ﹤0.01% 3483
2025
Q2 		$331K Sell
3,417
-241
-7% -$22.8K ﹤0.01% 3499
2025
Q1 		$334K Sell
3,658
-232
-6% -$19.2K ﹤0.01% 3402
2024
Q4 		$303K Buy
3,890
+626
+19% +$51.6K ﹤0.01% 3387
2024
Q3 		$290K Sell
3,264
-906
-22% -$79.2K ﹤0.01% 3383
2024
Q2 		$358K Sell
4,170
-339
-8% -$31.7K ﹤0.01% 3137
2024
Q1 		$438K Buy
4,509
+108
+2% +$10.3K ﹤0.01% 2937
2023
Q4 		$417K Buy
4,401
+524
+14% +$43.7K ﹤0.01% 2884
2023
Q3 		$304K Buy
3,877
+201
+5% +$16.6K ﹤0.01% 3028
2023
Q2 		$306K Sell
3,676
-89
-2% -$7.62K ﹤0.01% 3043
2023
Q1 		$302 Buy
+3,765
New +$277K ﹤0.01% 2966
2022
Q4 		– Sell
-5,728
Closed -$334K – 3751
2022
Q3 		$334K Sell
5,728
-7,604
-57% -$453K ﹤0.01% 2738
2022
Q2 		$737K Buy
13,332
+546
+4% +$30.6K ﹤0.01% 2130
2022
Q1 		$702K Buy
12,786
+2,026
+19% +$108K ﹤0.01% 2262
2021
Q4 		$589K Buy
10,760
+4,414
+70% +$234K ﹤0.01% 2390
2021
Q3 		$357K Buy
6,346
+2,294
+57% +$128K ﹤0.01% 2759
2021
Q2 		$214K Buy
+4,052
New +$199K ﹤0.01% 3216

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

Commonwealth Equity Services's KOF Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Coca-Cola Femsa (KOF) stake by 2.7% in Q1 2026, selling an estimated $12.1K and leaving 4,164 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #3396.

Commonwealth Equity Services first reported a position in KOF in Q2 2021 and has held it in 19 quarters since. The position peaked at $737K in Q2 2022. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • Commonwealth Equity Services held 4,164 shares of Coca-Cola Femsa worth $406K as of Q1 2026.
  • Commonwealth Equity Services sold 117 Coca-Cola Femsa shares in Q1 2026, an estimated $12.1K.
  • Coca-Cola Femsa made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3396 holding.
  • Commonwealth Equity Services first reported a position in Coca-Cola Femsa in Q2 2021 and has held it in 19 quarters since.
  • Commonwealth Equity Services's Coca-Cola Femsa position peaked at $737K in Q2 2022.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.