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Confluence Investment Management’s Coca-Cola Femsa KOF Stock Holding History

Confluence Investment Management’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
Q3 		$414K Buy
3,830
+42
+1% +$4.57K 0.01% 256
2026
Q2 		$402K Buy
3,788
+300
+9% +$31.4K 0.01% 251
2026
Q1 		$340K Buy
3,488
+93
+3% +$9.62K 0.01% 251
2025
Q4 		$322K Hold
3,395
– – ﹤0.01% 257
2025
Q3 		$282K Buy
3,395
+772
+29% +$66.6K ﹤0.01% 265
2025
Q2 		$254K Sell
2,623
-131
-5% -$12.4K ﹤0.01% 266
2025
Q1 		$251K Sell
2,754
-155
-5% -$12.9K ﹤0.01% 271
2024
Q4 		$227K Sell
2,909
-2
-0.1% -$165 ﹤0.01% 282
2024
Q3 		$258K Buy
2,911
+20
+0.7% +$1.75K ﹤0.01% 282
2024
Q2 		$248K Sell
2,891
-46
-2% -$4.31K ﹤0.01% 280
2024
Q1 		$285K Buy
2,937
+232
+9% +$22.2K ﹤0.01% 274
2023
Q4 		$256K Sell
2,705
-292
-10% -$24.3K ﹤0.01% 282
2023
Q3 		$235K Buy
+2,997
New +$248K ﹤0.01% 273

Other funds holding KOF

MCP
Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
CAWM
Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $179M AUM 29.67% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
RWS
Retirement Wealth Solutions Marshfield, Wisconsin $189M AUM 13.41% 1-Year Est. Return
GBT
Grove Bank & Trust Miami, Florida $1.01B AUM 19.76% 1-Year Est. Return

Confluence Investment Management's KOF Position: Q3 2026 in Review

Confluence Investment Management increased its Coca-Cola Femsa (KOF) stake by 1.1% in Q3 2026, buying an estimated $4.57K and bringing the position to 3,830 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #256.

Confluence Investment Management first reported a position in KOF in Q3 2023 and has held it in 13 quarters since. 13 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

  • Confluence Investment Management held 3,830 shares of Coca-Cola Femsa worth $414K as of Q3 2026.
  • Confluence Investment Management bought 42 Coca-Cola Femsa shares in Q3 2026, an estimated $4.57K.
  • Coca-Cola Femsa made up 0.01% of Confluence Investment Management's portfolio in Q3 2026, its #256 holding.
  • Confluence Investment Management first reported a position in Coca-Cola Femsa in Q3 2023 and has held it in 13 quarters since.
  • 13 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on Confluence Investment Management's 13F filing for Q3 2026, filed 1 Oct 2026.