Discerene Group’s Coca-Cola Femsa KOF Stock Holding History

Discerene Group’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	–	Sell	-68,597	Closed	-$6.5M	–	13
2025 Q4	$6.5M	Hold	68,597	–	–	0.62%	11
2025 Q3	$5.7M	Hold	68,597	–	–	0.49%	11
2025 Q2	$6.64M	Hold	68,597	–	–	0.68%	11
2025 Q1	$6.26M	Hold	68,597	–	–	0.62%	10
2024 Q4	$5.34M	Hold	68,597	–	–	0.7%	10
2024 Q3	$6.09M	Hold	68,597	–	–	0.68%	9
2024 Q2	$5.89M	Sell	68,597 -10	-0%	-$937	0.9%	8
2024 Q1	$6.67M	Hold	68,607	–	–	0.97%	8
2023 Q4	$6.49M	Hold	68,607	–	–	0.81%	10
2023 Q3	$5.38M	Hold	68,607	–	–	0.66%	11
2023 Q2	$5.72M	Hold	68,607	–	–	0.75%	10
2023 Q1	$5.52M	Hold	68,607	–	–	0.71%	10
2022 Q4	$4.66M	Hold	68,607	–	–	0.58%	10
2022 Q3	$4.01M	Sell	68,607 -40,355	-37%	-$2.41M	0.59%	9
2022 Q2	$6.02M	Sell	108,962 -28,445	-21%	-$1.59M	0.82%	10
2022 Q1	$7.55M	Hold	137,407	–	–	0.96%	10
2021 Q4	$7.53M	Sell	137,407 -1	-0%	-$53	1.54%	11
2021 Q3	$7.73M	Hold	137,408	–	–	2.42%	10
2021 Q2	$7.27M	Buy	+137,408	New	+$6.76M	2.34%	9

Other funds holding KOF

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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) 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 New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Discerene Group's KOF Position: Q1 2026 in Review

Discerene Group sold out of Coca-Cola Femsa (KOF) in Q1 2026, closing a stake of 68,597 shares — an estimated $6.5M sold.

Discerene Group first reported a position in KOF in Q2 2021 and held it in 19 quarters. The position peaked at $7.73M in Q3 2021. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

Discerene Group reported no remaining Coca-Cola Femsa position as of Q1 2026 after selling out during the quarter.
Discerene Group sold 68,597 Coca-Cola Femsa shares in Q1 2026, an estimated $6.5M.
Discerene Group first reported a position in Coca-Cola Femsa in Q2 2021 and held it in 19 quarters.
Discerene Group's Coca-Cola Femsa position peaked at $7.73M in Q3 2021.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Discerene Group's 13F filing for Q1 2026, filed 14 May 2026.