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Crossmark Global Holdings’s Coca-Cola Femsa KOF Stock Holding History

Crossmark Global Holdings’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 		$15.6M Sell
147,105
-3,764
-2% -$395K 0.2% 111
2026
Q1 		$14.7M Sell
150,869
-4,420
-3% -$457K 0.22% 109
2025
Q4 		$14.7M Buy
155,289
+3,855
+3% +$340K 0.21% 108
2025
Q3 		$12.6M Buy
+151,434
New +$13.1M 0.19% 134
2024
Q4 		– Sell
-109,881
Closed -$9.75M – 1264
2024
Q3 		$9.75M Sell
109,881
-3,604
-3% -$315K 0.17% 143
2024
Q2 		$9.74M Sell
113,485
-1,530
-1% -$143K 0.19% 133
2024
Q1 		$11.2M Sell
115,015
-3,738
-3% -$358K 0.21% 120
2023
Q4 		$11.2M Sell
118,753
-9,756
-8% -$813K 0.23% 110
2023
Q3 		$9.82M Buy
128,509
+113,649
+765% +$9.4M 0.22% 118
2023
Q2 		$1.26M Buy
+14,860
New +$1.27M 0.03% 527
2021
Q4 		– Sell
-156,508
Closed -$8.81M – 1428
2021
Q3 		$8.81M Buy
156,508
+7,665
+5% +$429K 0.21% 127
2021
Q2 		$7.88M Buy
+148,843
New +$7.33M 0.19% 134

Other funds holding KOF

FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
VAG
VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
FIC
FCG Investment Company Germantown, Tennessee $289M AUM

Crossmark Global Holdings's KOF Position: Q2 2026 in Review

Crossmark Global Holdings reduced its Coca-Cola Femsa (KOF) stake by 2.5% in Q2 2026, selling an estimated $395K and leaving 147,105 shares worth $15.6M. The position accounts for 0.2% of the portfolio, ranked #111.

Crossmark Global Holdings first reported a position in KOF in Q2 2021 and has held it in 12 quarters since. 32 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Crossmark Global Holdings held 147,105 shares of Coca-Cola Femsa worth $15.6M as of Q2 2026.
  • Crossmark Global Holdings sold 3,764 Coca-Cola Femsa shares in Q2 2026, an estimated $395K.
  • Coca-Cola Femsa made up 0.2% of Crossmark Global Holdings's portfolio in Q2 2026, its #111 holding.
  • Crossmark Global Holdings first reported a position in Coca-Cola Femsa in Q2 2021 and has held it in 12 quarters since.
  • 32 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Crossmark Global Holdings's 13F filing for Q2 2026, filed 16 Jul 2026.