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Dogwood Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

Dogwood Wealth 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 		– Sell
-12
Closed -$1.17K – 890
2026
Q1 		$1.17K Buy
+12
New +$1.24K ﹤0.01% 736

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Boston Partners
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
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
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)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Dogwood Wealth Management's KOF Position: Q2 2026 in Review

Dogwood Wealth Management sold out of Coca-Cola Femsa (KOF) in Q2 2026, closing a stake of 12 shares — an estimated $1.17K sold.

Dogwood Wealth Management first reported a position in KOF in Q1 2026 and held it in 1 quarter. The position peaked at $1.17K in Q1 2026. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Dogwood Wealth Management reported no remaining Coca-Cola Femsa position as of Q2 2026 after selling out during the quarter.
  • Dogwood Wealth Management sold 12 Coca-Cola Femsa shares in Q2 2026, an estimated $1.17K.
  • Dogwood Wealth Management first reported a position in Coca-Cola Femsa in Q1 2026 and held it in 1 quarter.
  • Dogwood Wealth Management's Coca-Cola Femsa position peaked at $1.17K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.