EWA
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EverSource Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History

EverSource Wealth Advisors’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 		$60.9K Sell
573
-798
-58% -$83.6K ﹤0.01% 1645
2026
Q1 		$134K Buy
1,371
+101
+8% +$10.4K ﹤0.01% 1267
2025
Q4 		$120K Buy
1,270
+212
+20% +$18.7K ﹤0.01% 1215
2025
Q3 		$87.9K Buy
1,058
+135
+15% +$11.7K ﹤0.01% 1355
2025
Q2 		$89.3K Buy
923
+601
+187% +$57K ﹤0.01% 1271
2025
Q1 		$29.4K Buy
322
+10
+3% +$829 ﹤0.01% 1491
2024
Q4 		$24.3K Sell
312
-186
-37% -$15.3K ﹤0.01% 1519
2024
Q3 		$44.2K Buy
498
+84
+20% +$7.34K ﹤0.01% 1123
2024
Q2 		$37.5K Buy
414
+45
+12% +$4.21K ﹤0.01% 1231
2024
Q1 		$36.5K Buy
369
+47
+15% +$4.5K ﹤0.01% 1102
2023
Q4 		$30.5K Buy
322
+56
+21% +$4.67K ﹤0.01% 1084
2023
Q3 		$20.9K Sell
266
-12
-4% -$992 ﹤0.01% 1111
2023
Q2 		$23.2K Buy
278
+161
+138% +$13.8K ﹤0.01% 1102
2023
Q1 		$9.42K Hold
117
– – ﹤0.01% 1394
2022
Q4 		$7.94K Buy
117
+14
+14% +$911 ﹤0.01% 1417
2022
Q3 		$6K Buy
103
+12
+13% +$715 ﹤0.01% 1298
2022
Q2 		$5K Hold
91
– – ﹤0.01% 1267
2022
Q1 		$5K Hold
91
– – ﹤0.01% 1259
2021
Q4 		$5K Buy
+91
New +$4.83K ﹤0.01% 1263

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

EverSource Wealth Advisors's KOF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Coca-Cola Femsa (KOF) stake by 58% in Q2 2026, selling an estimated $83.6K and leaving 573 shares worth $60.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1645.

EverSource Wealth Advisors first reported a position in KOF in Q4 2021 and has held it in 19 quarters since. The position peaked at $134K in Q1 2026. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • EverSource Wealth Advisors held 573 shares of Coca-Cola Femsa worth $60.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 798 Coca-Cola Femsa shares in Q2 2026, an estimated $83.6K.
  • Coca-Cola Femsa made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1645 holding.
  • EverSource Wealth Advisors first reported a position in Coca-Cola Femsa in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Coca-Cola Femsa position peaked at $134K in Q1 2026.
  • 255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.