Gradient Investments’s Coca-Cola Femsa KOF Stock Holding History

Gradient Investments’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	$5.53M	Buy	52,023 +3,032	+6%	+$318K	0.08%	193
2026 Q1	$4.78M	Buy	48,991 +28,871	+143%	+$2.99M	0.07%	193
2025 Q4	$1.91M	Buy	20,120 +6,843	+52%	+$604K	0.03%	209
2025 Q3	$1.1M	Buy	13,277 +5,650	+74%	+$488K	0.02%	253
2025 Q2	$738K	Buy	7,627 +1,200	+19%	+$114K	0.01%	254
2025 Q1	$587K	Buy	6,427 +81	+1%	+$6.72K	0.01%	224
2024 Q4	$494K	Buy	+6,346	New	+$523K	0.01%	224
2024 Q3	–	Sell	-11	Closed	-$944	–	863
2024 Q2	$944	Hold	11	–	–	﹤0.01%	1086
2024 Q1	$1.07K	Buy	+11	New	+$1.05K	﹤0.01%	899

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 $59.9B AUM 27.01% 1-Year Est. Return

Gradient Investments's KOF Position: Q2 2026 in Review

Gradient Investments increased its Coca-Cola Femsa (KOF) stake by 6.2% in Q2 2026, buying an estimated $318K and bringing the position to 52,023 shares worth $5.53M. The position accounts for 0.08% of the portfolio, ranked #193.

Gradient Investments first reported a position in KOF in Q1 2024 and has held it in 9 quarters since. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Gradient Investments held 52,023 shares of Coca-Cola Femsa worth $5.53M as of Q2 2026.
Gradient Investments bought 3,032 Coca-Cola Femsa shares in Q2 2026, an estimated $318K.
Coca-Cola Femsa made up 0.08% of Gradient Investments's portfolio in Q2 2026, its #193 holding.
Gradient Investments first reported a position in Coca-Cola Femsa in Q1 2024 and has held it in 9 quarters since.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.