Creative Planning’s Coca-Cola Femsa KOF Stock Holding History

Creative Planning’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	$3.99M	Buy	37,596 +5,180	+16%	+$543K	﹤0.01%	1573
2026 Q1	$3.16M	Buy	32,416 +11,446	+55%	+$1.18M	﹤0.01%	1535
2025 Q4	$1.99M	Buy	20,970 +9,417	+82%	+$831K	﹤0.01%	1735
2025 Q3	$960K	Buy	11,553 +4,358	+61%	+$376K	﹤0.01%	2153
2025 Q2	$696K	Sell	7,195 -1,966	-21%	-$186K	﹤0.01%	2160
2025 Q1	$836K	Buy	9,161 +895	+11%	+$74.2K	﹤0.01%	1859
2024 Q4	$644K	Sell	8,266 -1,298	-14%	-$107K	﹤0.01%	1998
2024 Q3	$849K	Sell	9,564 -278	-3%	-$24.3K	﹤0.01%	1648
2024 Q2	$845K	Buy	9,842 +1,184	+14%	+$111K	﹤0.01%	1543
2024 Q1	$842K	Buy	8,658 +550	+7%	+$52.6K	﹤0.01%	1458
2023 Q4	$767K	Buy	8,108 +2,472	+44%	+$206K	﹤0.01%	1404
2023 Q3	$442K	Sell	5,636 -178	-3%	-$14.7K	﹤0.01%	1643
2023 Q2	$484K	Buy	5,814 +667	+13%	+$57.1K	﹤0.01%	1571
2023 Q1	$414K	Buy	5,147 +1,658	+48%	+$122K	﹤0.01%	1594
2022 Q4	$237K	Buy	+3,489	New	+$227K	﹤0.01%	1908
2022 Q2	–	Sell	-46	Closed	-$3K	–	2418
2022 Q1	$3K	Buy	+46	New	+$2.46K	﹤0.01%	2280
2017 Q3	–	Sell	-11	Closed	-$1K	–	2864
2017 Q2	$1K	Sell	11 -989	-99%	-$77.2K	﹤0.01%	4453
2017 Q1	$72K	Hold	1,000	–	–	﹤0.01%	2186
2016 Q4	$64K	Hold	1,000	–	–	﹤0.01%	2192
2016 Q3	$75K	Hold	1,000	–	–	﹤0.01%	2053
2016 Q2	$83K	Sell	1,000 -1,100	-52%	-$89.9K	﹤0.01%	1793
2016 Q1	$174K	Buy	+2,100	New	+$152K	﹤0.01%	1283
2014 Q4	–	Sell	-94	Closed	-$9K	–	4259
2014 Q3	$9K	Hold	94	–	–	﹤0.01%	3002
2014 Q2	$11K	Hold	94	–	–	﹤0.01%	2820
2014 Q1	$10K	Hold	94	–	–	﹤0.01%	2754
2013 Q4	$11K	Buy	+94	New	+$11.3K	﹤0.01%	2519
2013 Q3	–	Sell	-1,017	Closed	-$143K	–	3285
2013 Q2	$143K	Buy	+1,017	New	+$159K	﹤0.01%	804

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

Creative Planning's KOF Position: Q2 2026 in Review

Creative Planning increased its Coca-Cola Femsa (KOF) stake by 16% in Q2 2026, buying an estimated $543K and bringing the position to 37,596 shares worth $3.99M. The position accounts for ﹤0.01% of the portfolio, ranked #1573.

Creative Planning first reported a position in KOF in Q2 2013 and has held it in 27 quarters since. 257 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Creative Planning held 37,596 shares of Coca-Cola Femsa worth $3.99M as of Q2 2026.
Creative Planning bought 5,180 Coca-Cola Femsa shares in Q2 2026, an estimated $543K.
Coca-Cola Femsa made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1573 holding.
Creative Planning first reported a position in Coca-Cola Femsa in Q2 2013 and has held it in 27 quarters since.
257 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.