Convergence Financial’s Coca-Cola Femsa KOF Stock Holding History

Convergence Financial’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	$595K	Buy	6,104 +2,948	+93%	+$305K	0.06%	137
2025 Q4	$299K	Sell	3,156 -7	-0.2%	-$618	0.04%	158
2025 Q3	$263K	Buy	3,163 +951	+43%	+$82.1K	0.04%	169
2025 Q2	$214K	Buy	+2,212	New	+$210K	0.04%	174

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 $81.4B AUM 40.71% 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

Convergence Financial's KOF Position: Q1 2026 in Review

Convergence Financial increased its Coca-Cola Femsa (KOF) stake by 93% in Q1 2026, buying an estimated $305K and bringing the position to 6,104 shares worth $595K. The position accounts for 0.06% of the portfolio, ranked #137.

Convergence Financial first reported a position in KOF in Q2 2025 and has held it in 4 quarters since. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

Convergence Financial held 6,104 shares of Coca-Cola Femsa worth $595K as of Q1 2026.
Convergence Financial bought 2,948 Coca-Cola Femsa shares in Q1 2026, an estimated $305K.
Coca-Cola Femsa made up 0.06% of Convergence Financial's portfolio in Q1 2026, its #137 holding.
Convergence Financial first reported a position in Coca-Cola Femsa in Q2 2025 and has held it in 4 quarters since.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Convergence Financial's 13F filing for Q1 2026, filed 11 May 2026.