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Kestra Private Wealth Services’s Coca-Cola Femsa KOF Stock Holding History

Kestra Private Wealth Services’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 		– Sell
-4,699
Closed -$458K – 1874
2026
Q1 		$458K Sell
4,699
-849
-15% -$87.8K 0.01% 1257
2025
Q4 		$525K Buy
5,548
+1,674
+43% +$148K 0.01% 1139
2025
Q3 		$322K Sell
3,874
-3,914
-50% -$338K ﹤0.01% 1326
2025
Q2 		$753K Buy
7,788
+632
+9% +$59.9K 0.01% 855
2025
Q1 		$653K Sell
7,156
-1,361
-16% -$113K 0.01% 846
2024
Q4 		$663K Buy
8,517
+1,170
+16% +$96.4K 0.01% 808
2024
Q3 		$652K Buy
7,347
+443
+6% +$38.7K 0.01% 769
2024
Q2 		$593K Sell
6,904
-3,631
-34% -$340K 0.01% 763
2024
Q1 		$1.02M Buy
10,535
+1,702
+19% +$163K 0.02% 552
2023
Q4 		$836K Buy
8,833
+1,266
+17% +$105K 0.02% 572
2023
Q3 		$594K Sell
7,567
-4,625
-38% -$382K 0.02% 613
2023
Q2 		$1.02M Buy
12,192
+769
+7% +$65.9K 0.03% 428
2023
Q1 		$919K Buy
+11,423
New +$839K 0.04% 431

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Boston Partners
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
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
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)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Kestra Private Wealth Services's KOF Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Coca-Cola Femsa (KOF) in Q2 2026, closing a stake of 4,699 shares — an estimated $458K sold.

Kestra Private Wealth Services first reported a position in KOF in Q1 2023 and held it in 13 quarters. The position peaked at $1.02M in Q1 2024. 256 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Coca-Cola Femsa position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 4,699 Coca-Cola Femsa shares in Q2 2026, an estimated $458K.
  • Kestra Private Wealth Services first reported a position in Coca-Cola Femsa in Q1 2023 and held it in 13 quarters.
  • Kestra Private Wealth Services's Coca-Cola Femsa position peaked at $1.02M in Q1 2024.
  • 256 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.