HBK Sorce Advisory’s Coca-Cola Femsa KOF Stock Holding History

HBK Sorce Advisory’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	$207K	Sell	1,956 -32	-2%	-$3.31K	﹤0.01%	602
2025 Q4	$220K	Buy	+1,988	New	+$175K	0.01%	561
2024 Q2	–	Sell	-2,494	Closed	-$242K	–	595
2024 Q1	$242K	Sell	2,494 -51	-2%	-$4.88K	0.01%	513
2023 Q4	$241K	Buy	+2,545	New	+$212K	0.01%	467
2023 Q3	–	Sell	-2,525	Closed	-$210K	–	583
2023 Q2	$210K	Sell	2,525 -74	-3%	-$6.34K	0.01%	529
2023 Q1	$209K	Sell	2,599 -2,987	-53%	-$219K	0.01%	531
2022 Q4	$379K	Buy	5,586 +1,783	+47%	+$116K	0.01%	483
2022 Q3	$222K	Buy	+3,803	New	+$227K	0.01%	434

Other funds holding KOF

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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) 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 New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HBK Sorce Advisory's KOF Position: Q1 2026 in Review

HBK Sorce Advisory reduced its Coca-Cola Femsa (KOF) stake by 1.6% in Q1 2026, selling an estimated $3.31K and leaving 1,956 shares worth $207K. The position accounts for ﹤0.01% of the portfolio, ranked #602.

HBK Sorce Advisory first reported a position in KOF in Q3 2022 and has held it in 8 quarters since. The position peaked at $379K in Q4 2022. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

HBK Sorce Advisory held 1,956 shares of Coca-Cola Femsa worth $207K as of Q1 2026.
HBK Sorce Advisory sold 32 Coca-Cola Femsa shares in Q1 2026, an estimated $3.31K.
Coca-Cola Femsa made up ﹤0.01% of HBK Sorce Advisory's portfolio in Q1 2026, its #602 holding.
HBK Sorce Advisory first reported a position in Coca-Cola Femsa in Q3 2022 and has held it in 8 quarters since.
HBK Sorce Advisory's Coca-Cola Femsa position peaked at $379K in Q4 2022.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on HBK Sorce Advisory's 13F filing for Q1 2026, filed 11 May 2026.