Congress Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

Congress Wealth 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
2025 Q2	$260K	Buy	+2,693	New	+$255K	﹤0.01%	1102

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

CCM

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

FWIA

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Congress Wealth Management's KOF Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Coca-Cola Femsa (KOF) in Q2 2025: 2,693 shares worth $260K. The stake represents ﹤0.01% of the portfolio and ranks #1102 among its holdings.

252 funds tracked by Wall St. Rank hold KOF as of Q2 2025.

Congress Wealth Management held 2,693 shares of Coca-Cola Femsa worth $260K as of Q2 2025.
Coca-Cola Femsa was a new Congress Wealth Management position in Q2 2025.
Coca-Cola Femsa made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1102 holding.
252 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.