D'Orazio & Associates’s Coca-Cola Femsa KOF Stock Holding History

D'Orazio & Associates’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	$245K	Buy	2,508 +8	+0.3%	+$828	0.03%	245
2025 Q4	$237K	Sell	2,500 -46	-2%	-$4.06K	0.03%	237
2025 Q3	$212K	Sell	2,546 -201	-7%	-$17.3K	0.03%	248
2025 Q2	$266K	Buy	2,747 +138	+5%	+$13.1K	0.04%	193
2025 Q1	$238K	Buy	+2,609	New	+$216K	0.04%	202
2024 Q4	–	Sell	-2,908	Closed	-$258K	–	256
2024 Q3	$258K	Buy	2,908 +228	+9%	+$19.9K	0.04%	179
2024 Q2	$230K	Buy	2,680 +138	+5%	+$12.9K	0.04%	173
2024 Q1	$247K	Buy	2,542 +23	+0.9%	+$2.2K	0.04%	148
2023 Q4	$238K	Buy	+2,519	New	+$210K	0.04%	138
2023 Q3	–	Sell	-2,401	Closed	-$200K	–	164
2023 Q2	$200K	Sell	2,401 -173	-7%	-$14.8K	0.05%	125
2023 Q1	$207K	Buy	+2,574	New	+$189K	0.05%	123
2021 Q4	–	Sell	-35	Closed	-$2K	–	422
2021 Q3	$2K	Buy	+35	New	+$1.96K	﹤0.01%	692

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

D'Orazio & Associates's KOF Position: Q1 2026 in Review

D'Orazio & Associates increased its Coca-Cola Femsa (KOF) stake by 0.32% in Q1 2026, buying an estimated $828 and bringing the position to 2,508 shares worth $245K. The position accounts for 0.03% of the portfolio, ranked #245.

D'Orazio & Associates first reported a position in KOF in Q3 2021 and has held it in 12 quarters since. The position peaked at $266K in Q2 2025. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

D'Orazio & Associates held 2,508 shares of Coca-Cola Femsa worth $245K as of Q1 2026.
D'Orazio & Associates bought 8 Coca-Cola Femsa shares in Q1 2026, an estimated $828.
Coca-Cola Femsa made up 0.03% of D'Orazio & Associates's portfolio in Q1 2026, its #245 holding.
D'Orazio & Associates first reported a position in Coca-Cola Femsa in Q3 2021 and has held it in 12 quarters since.
D'Orazio & Associates's Coca-Cola Femsa position peaked at $266K in Q2 2025.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on D'Orazio & Associates's 13F filing for Q1 2026, filed 7 May 2026.