Jeff Yass’s Coca-Cola Femsa KOF Stock Holding History

Jeff Yass’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	$686K	Sell	6,455 -2,663	-29%	-$279K	﹤0.01%	9158
2026 Q1	$889K	Buy	9,118 +1,403	+18%	+$145K	﹤0.01%	8194
2025 Q4	$731K	Buy	+7,715	New	+$681K	﹤0.01%	7935
2024 Q3	–	Sell	-9,304	Closed	-$813K	–	12539
2024 Q2	$799K	Buy	+9,304	New	+$871K	﹤0.01%	7120
2023 Q4	–	Sell	-2,870	Closed	-$239K	–	12859
2023 Q3	$225K	Sell	2,870 -17,554	-86%	-$1.45M	﹤0.01%	9976
2023 Q2	$1.7M	Buy	20,424 +308	+2%	+$26.4K	﹤0.01%	5489
2023 Q1	$1.62M	Buy	20,116 +12,103	+151%	+$889K	﹤0.01%	5614
2022 Q4	$544K	Buy	+8,013	New	+$522K	﹤0.01%	7628
2021 Q3	–	Sell	-11,461	Closed	-$641K	–	13177
2021 Q2	$607K	Buy	+11,461	New	+$564K	﹤0.01%	9125
2020 Q4	–	Sell	-13,308	Closed	-$542K	–	11404
2020 Q3	$542K	Buy	+13,308	New	+$559K	﹤0.01%	7496
2020 Q2	–	Sell	-37,942	Closed	-$1.6M	–	10543
2020 Q1	$1.53M	Buy	+37,942	New	+$2.14M	﹤0.01%	4466
2019 Q2	–	Sell	-38,718	Closed	-$2.48M	–	10555
2019 Q1	$2.56M	Buy	38,718 +5,674	+17%	+$356K	﹤0.01%	3391
2018 Q4	$2.01M	Buy	33,044 +2,224	+7%	+$135K	﹤0.01%	3510
2018 Q3	$1.89M	Sell	30,820 -16,871	-35%	-$1.03M	﹤0.01%	4107
2018 Q2	$2.69M	Buy	47,691 +23,171	+94%	+$1.42M	﹤0.01%	3543
2018 Q1	$1.63M	Buy	+24,520	New	+$1.75M	﹤0.01%	4303
2017 Q1	–	Sell	-30,810	Closed	-$2.02M	–	9466
2016 Q4	$1.96M	Buy	+30,810	New	+$2.15M	﹤0.01%	4104
2015 Q4	–	Sell	-6,550	Closed	-$454K	–	9694
2015 Q3	$454K	Buy	6,550 +2,408	+58%	+$177K	﹤0.01%	7309
2015 Q2	$329K	Buy	+4,142	New	+$338K	﹤0.01%	8378
2015 Q1	–	Sell	-4,463	Closed	-$374K	–	9672
2014 Q4	$386K	Buy	+4,463	New	+$434K	﹤0.01%	7712
2014 Q1	–	Sell	-3,062	Closed	-$320K	–	9167
2013 Q4	$373K	Sell	3,062 -9,069	-75%	-$1.09M	﹤0.01%	7225
2013 Q3	$1.53M	Sell	12,131 -10,669	-47%	-$1.47M	﹤0.01%	4561
2013 Q2	$3.2M	Buy	+22,800	New	+$3.56M	﹤0.01%	3193

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

Jeff Yass's KOF Position: Q2 2026 in Review

Jeff Yass reduced its Coca-Cola Femsa (KOF) stake by 29% in Q2 2026, selling an estimated $279K and leaving 6,455 shares worth $686K. The position accounts for ﹤0.01% of the portfolio, ranked #9158.

Jeff Yass first reported a position in KOF in Q2 2013 and has held it in 23 quarters since. The position peaked at $3.2M in Q2 2013. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Jeff Yass held 6,455 shares of Coca-Cola Femsa worth $686K as of Q2 2026.
Jeff Yass sold 2,663 Coca-Cola Femsa shares in Q2 2026, an estimated $279K.
Coca-Cola Femsa made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #9158 holding.
Jeff Yass first reported a position in Coca-Cola Femsa in Q2 2013 and has held it in 23 quarters since.
Jeff Yass's Coca-Cola Femsa position peaked at $3.2M in Q2 2013.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.