Integrated Wealth Concepts’s Coca-Cola Femsa KOF Stock Holding History

Integrated Wealth Concepts’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	$235K	Buy	+2,216	New	+$232K	﹤0.01%	2233

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

Integrated Wealth Concepts's KOF Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Coca-Cola Femsa (KOF) in Q2 2026: 2,216 shares worth $235K. The stake represents ﹤0.01% of the portfolio and ranks #2233 among its holdings.

255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Integrated Wealth Concepts held 2,216 shares of Coca-Cola Femsa worth $235K as of Q2 2026.
Coca-Cola Femsa was a new Integrated Wealth Concepts position in Q2 2026.
Coca-Cola Femsa made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2233 holding.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.