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 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

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Confluence Investment Management's KOF Position: Q2 2026 in Review

Confluence Investment Management increased its Coca-Cola Femsa (KOF) stake by 8.6% in Q2 2026, buying an estimated $31.4K and bringing the position to 3,788 shares worth $402K. The position accounts for 0.01% of the portfolio, ranked #251.

Confluence Investment Management first reported a position in KOF in Q3 2023 and has held it in 12 quarters since. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Confluence Investment Management held 3,788 shares of Coca-Cola Femsa worth $402K as of Q2 2026.
Confluence Investment Management bought 300 Coca-Cola Femsa shares in Q2 2026, an estimated $31.4K.
Coca-Cola Femsa made up 0.01% of Confluence Investment Management's portfolio in Q2 2026, its #251 holding.
Confluence Investment Management first reported a position in Coca-Cola Femsa in Q3 2023 and has held it in 12 quarters since.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Confluence Investment Management's 13F filing for Q2 2026, filed 1 Jul 2026.