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 Q3	$406K	Sell	3,761 -2,255	-37%	-$246K	0.06%	185
2026 Q2	$639K	Sell	6,016 -88	-1%	-$9.22K	0.05%	150
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

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

Crossmark Global Holdings Houston, Texas $7.69B AUM 31.68% 1-Year Est. Return

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Oppenheimer Asset Management New York $9.5B AUM 23.46% 1-Year Est. Return

Aubrey Capital Management Edinburgh, United Kingdom $115M AUM 51.42% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $357M AUM 21.48% 1-Year Est. Return

Quadrant Capital Group Cincinnati, Ohio $3.7B AUM 33.76% 1-Year Est. Return

ABN AMRO Investment Solutions Paris Cedex 008 $13.2B AUM 30.55% 1-Year Est. Return

Convergence Financial's KOF Position: Q3 2026 in Review

Convergence Financial reduced its Coca-Cola Femsa (KOF) stake by 37% in Q3 2026, selling an estimated $246K and leaving 3,761 shares worth $406K. The position accounts for 0.06% of the portfolio, ranked #185.

Convergence Financial first reported a position in KOF in Q2 2025 and has held it in 6 quarters since. The position peaked at $639K in Q2 2026. 65 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

Convergence Financial held 3,761 shares of Coca-Cola Femsa worth $406K as of Q3 2026.
Convergence Financial sold 2,255 Coca-Cola Femsa shares in Q3 2026, an estimated $246K.
Coca-Cola Femsa made up 0.06% of Convergence Financial's portfolio in Q3 2026, its #185 holding.
Convergence Financial first reported a position in Coca-Cola Femsa in Q2 2025 and has held it in 6 quarters since.
Convergence Financial's Coca-Cola Femsa position peaked at $639K in Q2 2026.
65 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on Convergence Financial's 13F filing for Q3 2026, filed 27 Oct 2026.