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 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 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

Kestra Private Wealth Services's KOF Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its Coca-Cola Femsa (KOF) stake by 15% in Q1 2026, selling an estimated $87.8K and leaving 4,699 shares worth $458K. The position accounts for 0.01% of the portfolio, ranked #1257.

Kestra Private Wealth Services first reported a position in KOF in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.02M in Q1 2024. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

Kestra Private Wealth Services held 4,699 shares of Coca-Cola Femsa worth $458K as of Q1 2026.
Kestra Private Wealth Services sold 849 Coca-Cola Femsa shares in Q1 2026, an estimated $87.8K.
Coca-Cola Femsa made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1257 holding.
Kestra Private Wealth Services first reported a position in Coca-Cola Femsa in Q1 2023 and has held it in 13 quarters since.
Kestra Private Wealth Services's Coca-Cola Femsa position peaked at $1.02M in Q1 2024.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.