Creative Planning
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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
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
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

Creative Planning's KOF Position: Q1 2026 in Review

Creative Planning increased its Coca-Cola Femsa (KOF) stake by 55% in Q1 2026, buying an estimated $1.18M and bringing the position to 32,416 shares worth $3.16M. The position accounts for ﹤0.01% of the portfolio, ranked #1535.

Creative Planning first reported a position in KOF in Q2 2013 and has held it in 26 quarters since. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • Creative Planning held 32,416 shares of Coca-Cola Femsa worth $3.16M as of Q1 2026.
  • Creative Planning bought 11,446 Coca-Cola Femsa shares in Q1 2026, an estimated $1.18M.
  • Coca-Cola Femsa made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1535 holding.
  • Creative Planning first reported a position in Coca-Cola Femsa in Q2 2013 and has held it in 26 quarters since.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.