EI
KOF icon

Ethic Inc’s Coca-Cola Femsa KOF Stock Holding History

Ethic Inc’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 		$527K Buy
5,404
+126
+2% +$13K 0.01% 863
2025
Q4 		$500K Buy
5,278
+431
+9% +$38K 0.01% 851
2025
Q3 		$403K Buy
4,847
+148
+3% +$12.8K 0.01% 903
2025
Q2 		$444K Buy
4,699
+154
+3% +$14.6K 0.01% 856
2025
Q1 		$426K Sell
4,545
-2,526
-36% -$210K 0.01% 843
2024
Q4 		$551K Sell
7,071
-4,120
-37% -$339K 0.01% 768
2024
Q3 		$1.09M Buy
11,191
+319
+3% +$27.9K 0.03% 555
2024
Q2 		$933K Sell
10,872
-319
-3% -$29.9K 0.02% 580
2024
Q1 		$1.09M Sell
11,191
-1,723
-13% -$165K 0.03% 555
2023
Q4 		$1.22M Buy
12,914
+264
+2% +$22K 0.04% 479
2023
Q3 		$992K Sell
12,650
-2,841
-18% -$235K 0.03% 484
2023
Q2 		$1.29M Sell
15,491
-1,192
-7% -$102K 0.05% 390
2023
Q1 		$1.34M Buy
16,683
+2,245
+16% +$165K 0.05% 371
2022
Q4 		$980K Buy
14,438
+2,302
+19% +$150K 0.05% 384
2022
Q3 		$709K Sell
12,136
-1,357
-10% -$80.9K 0.05% 404
2022
Q2 		$746K Buy
13,493
+1,042
+8% +$58.4K 0.05% 378
2022
Q1 		$684K Buy
12,451
+8,349
+204% +$446K 0.05% 388
2021
Q4 		$225K Buy
+4,102
New +$218K 0.02% 590

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

Ethic Inc's KOF Position: Q1 2026 in Review

Ethic Inc increased its Coca-Cola Femsa (KOF) stake by 2.4% in Q1 2026, buying an estimated $13K and bringing the position to 5,404 shares worth $527K. The position accounts for 0.01% of the portfolio, ranked #863.

Ethic Inc first reported a position in KOF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.34M in Q1 2023. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • Ethic Inc held 5,404 shares of Coca-Cola Femsa worth $527K as of Q1 2026.
  • Ethic Inc bought 126 Coca-Cola Femsa shares in Q1 2026, an estimated $13K.
  • Coca-Cola Femsa made up 0.01% of Ethic Inc's portfolio in Q1 2026, its #863 holding.
  • Ethic Inc first reported a position in Coca-Cola Femsa in Q4 2021 and has held it in 18 quarters since.
  • Ethic Inc's Coca-Cola Femsa position peaked at $1.34M in Q1 2023.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Ethic Inc's 13F filing for Q1 2026, filed 27 Apr 2026.