Costello Asset Management’s Coca-Cola Femsa KOF Stock Holding History

Costello Asset 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	$15K	Hold	141	–	–	﹤0.01%	444
2026 Q1	$13.8K	Hold	141	–	–	﹤0.01%	441
2025 Q4	$13.4K	Hold	141	–	–	﹤0.01%	427
2025 Q3	$11.7K	Hold	141	–	–	﹤0.01%	449
2025 Q2	$13.6K	Hold	141	–	–	0.01%	432
2025 Q1	$12.9K	Buy	+141	New	+$11.7K	0.01%	422

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 $60.8B AUM 26.63% 1-Year Est. Return

Costello Asset Management's KOF Position: Q2 2026 in Review

Costello Asset Management held its Coca-Cola Femsa (KOF) position steady in Q2 2026 at 141 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #444.

Costello Asset Management first reported a position in KOF in Q1 2025 and has held it in 6 quarters since. 257 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Costello Asset Management held 141 shares of Coca-Cola Femsa worth $15K as of Q2 2026.
Costello Asset Management left its Coca-Cola Femsa share count unchanged in Q2 2026.
Coca-Cola Femsa made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #444 holding.
Costello Asset Management first reported a position in Coca-Cola Femsa in Q1 2025 and has held it in 6 quarters since.
257 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.