Envestnet Asset Management
KOF icon

Envestnet Asset Management’s Coca-Cola Femsa KOF Stock Holding History

Envestnet Asset 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
Q1 		$19.5M Buy
199,818
+25,235
+14% +$2.61M 0.01% 1364
2025
Q4 		$16.5M Sell
174,583
-59,060
-25% -$5.21M ﹤0.01% 1337
2025
Q3 		$19.4M Sell
233,643
-1,462
-0.6% -$126K 0.01% 1299
2025
Q2 		$22.7M Buy
235,105
+16,889
+8% +$1.6M 0.01% 1173
2025
Q1 		$19.9M Sell
218,216
-6,654
-3% -$552K 0.01% 1196
2024
Q4 		$17.5M Buy
224,870
+3,120
+1% +$257K 0.01% 1276
2024
Q3 		$19.7M Buy
221,750
+53
+0% +$4.63K 0.01% 1195
2024
Q2 		$19M Buy
221,697
+5,166
+2% +$484K 0.01% 1154
2024
Q1 		$21M Sell
216,531
-63,231
-23% -$6.05M 0.01% 1079
2023
Q4 		$26.5M Sell
279,762
-1,551
-0.6% -$129K 0.01% 884
2023
Q3 		$22.1M Buy
281,313
+65,407
+30% +$5.41M 0.01% 927
2023
Q2 		$18M Sell
215,906
-715,535
-77% -$61.3M 0.01% 980
2023
Q1 		$17.9M Buy
931,441
+722,284
+345% +$53.1M 0.01% 946
2022
Q4 		$14.2M Buy
209,157
+28,952
+16% +$1.88M 0.01% 1018
2022
Q3 		$10.5M Buy
180,205
+74,973
+71% +$4.47M 0.01% 1100
2022
Q2 		$5.82M Buy
105,232
+11,233
+12% +$630K ﹤0.01% 1445
2022
Q1 		$5.17M Buy
93,999
+15,954
+20% +$852K ﹤0.01% 1582
2021
Q4 		$4.28M Buy
78,045
+13,555
+21% +$719K ﹤0.01% 1683
2021
Q3 		$3.63M Buy
64,490
+7,358
+13% +$412K ﹤0.01% 1717
2021
Q2 		$3.02M Buy
57,132
+14,984
+36% +$738K ﹤0.01% 1803
2021
Q1 		$1.95M Buy
42,148
+27,649
+191% +$1.27M ﹤0.01% 1951
2020
Q4 		$668K Buy
14,499
+7,617
+111% +$332K ﹤0.01% 2502
2020
Q3 		$280K Buy
6,882
+907
+15% +$38.1K ﹤0.01% 2759
2020
Q2 		$262K Buy
5,975
+853
+17% +$35.9K ﹤0.01% 2749
2020
Q1 		$206K Sell
5,122
-2,022
-28% -$114K ﹤0.01% 2711
2019
Q4 		$433K Buy
7,144
+3,458
+94% +$203K ﹤0.01% 2538
2019
Q3 		$223K Buy
+3,686
New +$223K ﹤0.01% 2816
2018
Q3 		– Sell
-11
Closed -$1K – 1975
2018
Q2 		$1K Hold
11
– – ﹤0.01% 2809
2018
Q1 		$1K Sell
11
-20,629
-100% -$1.47M ﹤0.01% 2783
2017
Q4 		$1.44M Buy
20,640
+5,812
+39% +$406K ﹤0.01% 1067
2017
Q3 		$1.14M Buy
14,828
+1,230
+9% +$102K ﹤0.01% 1111
2017
Q2 		$1.15M Buy
13,598
+33
+0.2% +$2.58K ﹤0.01% 1119
2017
Q1 		$972K Buy
13,565
+3,842
+40% +$252K ﹤0.01% 1229
2016
Q4 		$617K Sell
9,723
-2,602
-21% -$182K ﹤0.01% 1409
2016
Q3 		$924K Buy
12,325
+2,701
+28% +$209K ﹤0.01% 1289
2016
Q2 		$798K Sell
9,624
-357
-4% -$29.2K ﹤0.01% 1431
2016
Q1 		$829K Sell
9,981
-280
-3% -$20.2K ﹤0.01% 1400
2015
Q4 		$727K Buy
10,261
+2,658
+35% +$197K ﹤0.01% 1434
2015
Q3 		$528K Sell
7,603
-389
-5% -$28.5K ﹤0.01% 1576
2015
Q2 		$635K Buy
7,992
+326
+4% +$26.6K ﹤0.01% 1611
2015
Q1 		$612K Buy
7,666
+7,523
+5,261% +$630K ﹤0.01% 1486
2014
Q4 		$12K Buy
+143
New +$13.9K ﹤0.01% 1910
2014
Q2 		– Sell
-28
Closed -$3K – 2760
2014
Q1 		$3K Sell
28
-7
-20% -$732 ﹤0.01% 2216
2013
Q4 		$4K Sell
35
-73
-68% -$8.78K ﹤0.01% 2068
2013
Q3 		$14K Sell
108
-8
-7% -$1.1K ﹤0.01% 1577
2013
Q2 		$16K Buy
+116
New +$18.1K ﹤0.01% 1503

Other funds holding KOF

Gates Foundation Trust
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Robeco Institutional Asset Management
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)
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management's KOF Position: Q1 2026 in Review

Envestnet Asset Management increased its Coca-Cola Femsa (KOF) stake by 14% in Q1 2026, buying an estimated $2.61M and bringing the position to 199,818 shares worth $19.5M. The position accounts for 0.01% of the portfolio, ranked #1364.

Envestnet Asset Management first reported a position in KOF in Q2 2013 and has held it in 46 quarters since. The position peaked at $26.5M in Q4 2023. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • Envestnet Asset Management held 199,818 shares of Coca-Cola Femsa worth $19.5M as of Q1 2026.
  • Envestnet Asset Management bought 25,235 Coca-Cola Femsa shares in Q1 2026, an estimated $2.61M.
  • Coca-Cola Femsa made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1364 holding.
  • Envestnet Asset Management first reported a position in Coca-Cola Femsa in Q2 2013 and has held it in 46 quarters since.
  • Envestnet Asset Management's Coca-Cola Femsa position peaked at $26.5M in Q4 2023.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.