Freestone Capital Holdings’s Coca-Cola Femsa KOF Stock Holding History

Freestone Capital Holdings’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	$474K	Buy	4,457 +37	+0.8%	+$3.88K	0.01%	399
2026 Q1	$431K	Sell	4,420 -162	-4%	-$16.8K	0.01%	367
2025 Q4	$434K	Buy	4,582 +20	+0.4%	+$1.77K	0.01%	366
2025 Q3	$379K	Sell	4,562 -34	-0.7%	-$2.93K	0.01%	391
2025 Q2	$445K	Sell	4,596 -486	-10%	-$46.1K	0.02%	311
2025 Q1	$464K	Sell	5,082 -4,922	-49%	-$408K	0.02%	291
2024 Q4	$779K	Sell	10,004 -366	-4%	-$30.2K	0.03%	238
2024 Q3	$920K	Sell	10,370 -7,989	-44%	-$698K	0.03%	228
2024 Q2	$1.58M	Sell	18,359 -741	-4%	-$69.4K	0.06%	180
2024 Q1	$1.86M	Buy	19,100 +6,677	+54%	+$639K	0.07%	174
2023 Q4	$1.18M	Sell	12,423 -324	-3%	-$27K	0.05%	182
2023 Q3	$1,000K	Sell	12,747 -487	-4%	-$40.3K	0.05%	173
2023 Q2	$1.1M	Sell	13,234 -2,057	-13%	-$176K	0.04%	180
2023 Q1	$1.23M	Sell	15,291 -1,101	-7%	-$80.9K	0.05%	174
2022 Q4	$1.11M	Sell	16,392 -19,398	-54%	-$1.26M	0.05%	188
2022 Q3	$2.09M	Sell	35,790 -19,334	-35%	-$1.15M	0.09%	137
2022 Q2	$3.05M	Sell	55,124 -12,505	-18%	-$701K	0.12%	121
2022 Q1	$3.72M	Buy	67,629 +800	+1%	+$42.7K	0.15%	135
2021 Q4	$3.66M	Sell	66,829 -2,675	-4%	-$142K	0.15%	137
2021 Q3	$3.91M	Sell	69,504 -2,356	-3%	-$132K	0.2%	120
2021 Q2	$3.8M	Sell	71,860 -715	-1%	-$35.2K	0.19%	128
2021 Q1	$3.35M	Sell	72,575 -3,422	-5%	-$157K	0.18%	133
2020 Q4	$3.5M	Buy	75,997 +22,010	+41%	+$958K	0.2%	119
2020 Q3	$2.2M	Buy	53,987 +4,134	+8%	+$174K	0.14%	143
2020 Q2	$2.19M	Buy	49,853 +27,380	+122%	+$1.15M	0.03%	154
2020 Q1	$904K	Buy	22,473 +6,631	+42%	+$374K	0.02%	203
2019 Q4	$960K	Buy	+15,842	New	+$932K	0.02%	266
2015 Q4	–	Sell	-23,481	Closed	-$1.63M	–	371
2015 Q3	$1.63M	Buy	23,481 +16,900	+257%	+$1.24M	0.18%	98
2015 Q2	$523K	Buy	+6,581	New	+$537K	0.08%	173

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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 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 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) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Freestone Capital Holdings's KOF Position: Q2 2026 in Review

Freestone Capital Holdings increased its Coca-Cola Femsa (KOF) stake by 0.84% in Q2 2026, buying an estimated $3.88K and bringing the position to 4,457 shares worth $474K. The position accounts for 0.01% of the portfolio, ranked #399.

Freestone Capital Holdings first reported a position in KOF in Q2 2015 and has held it in 29 quarters since. The position peaked at $3.91M in Q3 2021. 257 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Freestone Capital Holdings held 4,457 shares of Coca-Cola Femsa worth $474K as of Q2 2026.
Freestone Capital Holdings bought 37 Coca-Cola Femsa shares in Q2 2026, an estimated $3.88K.
Coca-Cola Femsa made up 0.01% of Freestone Capital Holdings's portfolio in Q2 2026, its #399 holding.
Freestone Capital Holdings first reported a position in Coca-Cola Femsa in Q2 2015 and has held it in 29 quarters since.
Freestone Capital Holdings's Coca-Cola Femsa position peaked at $3.91M in Q3 2021.
257 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Freestone Capital Holdings's 13F filing for Q2 2026, filed 31 Jul 2026.