Cullen Capital Management’s Coca-Cola Femsa KOF Stock Holding History

Cullen Capital 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	$47.6M	Buy	447,737 +24,596	+6%	+$2.58M	0.47%	63
2026 Q1	$41.3M	Sell	423,141 -500	-0.1%	-$51.7K	0.42%	66
2025 Q4	$40.1M	Sell	423,641 -34,614	-8%	-$3.06M	0.44%	63
2025 Q3	$38.1M	Sell	458,255 -72,800	-14%	-$6.28M	0.42%	62
2025 Q2	$51.4M	Buy	531,055 +12,312	+2%	+$1.17M	0.59%	56
2025 Q1	$47.4M	Buy	518,743 +43,620	+9%	+$3.62M	0.55%	52
2024 Q4	$37M	Sell	475,123 -49,999	-10%	-$4.12M	0.43%	58
2024 Q3	$46.6M	Sell	525,122 -6,520	-1%	-$570K	0.51%	51
2024 Q2	$45.6M	Sell	531,642 -5,542	-1%	-$519K	0.53%	53
2024 Q1	$52.2M	Buy	537,184 +183,602	+52%	+$17.6M	0.58%	48
2023 Q4	$33.5M	Sell	353,582 -390,706	-52%	-$32.6M	0.5%	51
2023 Q3	$58.4M	Buy	744,288 +48,675	+7%	+$4.03M	0.68%	45
2023 Q2	$58M	Sell	695,613 -50,789	-7%	-$4.35M	0.52%	49
2023 Q1	$60.1M	Buy	746,402 +146,317	+24%	+$10.7M	0.55%	48
2022 Q4	$40.7M	Buy	600,085 +103,890	+21%	+$6.76M	0.52%	59
2022 Q3	$29M	Buy	496,195 +266,947	+116%	+$15.9M	0.31%	69
2022 Q2	$12.7M	Buy	229,248 +184,488	+412%	+$10.3M	0.13%	101
2022 Q1	$2.46M	Buy	44,760 +11,822	+36%	+$631K	0.02%	163
2021 Q4	$1.8M	Hold	32,938	–	–	0.02%	176
2021 Q3	$1.85M	Sell	32,938 -5,757	-15%	-$322K	0.02%	156
2021 Q2	$2.05M	Buy	+38,695	New	+$1.9M	0.02%	154

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cullen Capital Management's KOF Position: Q2 2026 in Review

Cullen Capital Management increased its Coca-Cola Femsa (KOF) stake by 5.8% in Q2 2026, buying an estimated $2.58M and bringing the position to 447,737 shares worth $47.6M. The position accounts for 0.47% of the portfolio, ranked #63.

Cullen Capital Management first reported a position in KOF in Q2 2021 and has held it in 21 quarters since. The position peaked at $60.1M in Q1 2023. 256 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Cullen Capital Management held 447,737 shares of Coca-Cola Femsa worth $47.6M as of Q2 2026.
Cullen Capital Management bought 24,596 Coca-Cola Femsa shares in Q2 2026, an estimated $2.58M.
Coca-Cola Femsa made up 0.47% of Cullen Capital Management's portfolio in Q2 2026, its #63 holding.
Cullen Capital Management first reported a position in Coca-Cola Femsa in Q2 2021 and has held it in 21 quarters since.
Cullen Capital Management's Coca-Cola Femsa position peaked at $60.1M in Q1 2023.
256 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Cullen Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.