FCH
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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
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 		$2.19K Buy
49,853
+27,380
+122% +$1.15M 0.03% 154
2020
Q1 		$904 Buy
22,473
+6,631
+42% +$374K 0.02% 203
2019
Q4 		$960 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
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

Freestone Capital Holdings's KOF Position: Q1 2026 in Review

Freestone Capital Holdings reduced its Coca-Cola Femsa (KOF) stake by 3.5% in Q1 2026, selling an estimated $16.8K and leaving 4,420 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #367.

Freestone Capital Holdings first reported a position in KOF in Q2 2015 and has held it in 28 quarters since. The position peaked at $3.91M in Q3 2021. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • Freestone Capital Holdings held 4,420 shares of Coca-Cola Femsa worth $431K as of Q1 2026.
  • Freestone Capital Holdings sold 162 Coca-Cola Femsa shares in Q1 2026, an estimated $16.8K.
  • Coca-Cola Femsa made up 0.01% of Freestone Capital Holdings's portfolio in Q1 2026, its #367 holding.
  • Freestone Capital Holdings first reported a position in Coca-Cola Femsa in Q2 2015 and has held it in 28 quarters since.
  • Freestone Capital Holdings's Coca-Cola Femsa position peaked at $3.91M in Q3 2021.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Freestone Capital Holdings's 13F filing for Q1 2026, filed 13 May 2026.