Corient Private Wealth
KOF icon

Corient Private Wealth’s Coca-Cola Femsa KOF Stock Holding History

Corient Private Wealth’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 		$1.17M Sell
11,953
-13,119
-52% -$1.36M ﹤0.01% 1573
2025
Q4 		$2.37M Buy
25,072
+10,480
+72% +$925K ﹤0.01% 1437
2025
Q3 		$1.21M Buy
14,592
+2,995
+26% +$258K ﹤0.01% 1338
2025
Q2 		$1.12M Sell
11,597
-284
-2% -$26.9K ﹤0.01% 1308
2025
Q1 		$1.09M Sell
11,881
-4,987
-30% -$414K ﹤0.01% 1239
2024
Q4 		$1.31M Buy
16,868
+8,685
+106% +$716K ﹤0.01% 1187
2024
Q3 		$726K Sell
8,183
-7,026
-46% -$614K ﹤0.01% 1557
2024
Q2 		$1.31M Sell
15,209
-312
-2% -$29.2K ﹤0.01% 1226
2024
Q1 		$1.51M Buy
15,521
+22
+0.1% +$2.1K ﹤0.01% 1168
2023
Q4 		$1.47M Buy
15,499
+187
+1% +$15.6K ﹤0.01% 1136
2023
Q3 		$1.2M Buy
15,312
+98
+0.6% +$8.1K ﹤0.01% 1130
2023
Q2 		$1.27M Sell
15,214
-71
-0.5% -$6.08K ﹤0.01% 1067
2023
Q1 		$1.23M Buy
15,285
+10,080
+194% +$740K ﹤0.01% 1011
2022
Q4 		$353K Buy
+5,205
New +$339K ﹤0.01% 1272

Other funds holding KOF

Gates Foundation Trust
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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)
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Corient Private Wealth's KOF Position: Q1 2026 in Review

Corient Private Wealth reduced its Coca-Cola Femsa (KOF) stake by 52% in Q1 2026, selling an estimated $1.36M and leaving 11,953 shares worth $1.17M. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Corient Private Wealth first reported a position in KOF in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.37M in Q4 2025. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • Corient Private Wealth held 11,953 shares of Coca-Cola Femsa worth $1.17M as of Q1 2026.
  • Corient Private Wealth sold 13,119 Coca-Cola Femsa shares in Q1 2026, an estimated $1.36M.
  • Coca-Cola Femsa made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1573 holding.
  • Corient Private Wealth first reported a position in Coca-Cola Femsa in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Coca-Cola Femsa position peaked at $2.37M in Q4 2025.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.