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

Cresset 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	$271K	Hold	2,550	–	–	﹤0.01%	1443
2026 Q1	$249K	Sell	2,550 -263	-9%	-$27.2K	﹤0.01%	1365
2025 Q4	$266K	Sell	2,813 -200	-7%	-$17.7K	﹤0.01%	1351
2025 Q3	$250K	Buy	3,013 +200	+7%	+$17.3K	﹤0.01%	1329
2025 Q2	$272K	Sell	2,813 -75	-3%	-$7.11K	﹤0.01%	1172
2025 Q1	$264K	Buy	+2,888	New	+$240K	﹤0.01%	1385
2024 Q4	–	Sell	-4,451	Closed	-$395K	–	2002
2024 Q3	$395K	Buy	4,451 +178	+4%	+$15.6K	﹤0.01%	1659
2024 Q2	$367K	Buy	+4,273	New	+$400K	﹤0.01%	1606
2019 Q2	–	Sell	-45	Closed	-$3K	–	1108
2019 Q1	$3K	Buy	+45	New	+$2.82K	﹤0.01%	1522

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 $59.9B AUM 27.01% 1-Year Est. Return

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

Cresset Asset Management held its Coca-Cola Femsa (KOF) position steady in Q2 2026 at 2,550 shares worth $271K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

Cresset Asset Management first reported a position in KOF in Q1 2019 and has held it in 9 quarters since. The position peaked at $395K in Q3 2024. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Cresset Asset Management held 2,550 shares of Coca-Cola Femsa worth $271K as of Q2 2026.
Cresset Asset Management left its Coca-Cola Femsa share count unchanged in Q2 2026.
Coca-Cola Femsa made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1443 holding.
Cresset Asset Management first reported a position in Coca-Cola Femsa in Q1 2019 and has held it in 9 quarters since.
Cresset Asset Management's Coca-Cola Femsa position peaked at $395K in Q3 2024.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.