Legacy Capital Group California’s Coca-Cola Femsa KOF Stock Holding History

Legacy Capital Group California’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
2025 Q2	–	Sell	-3,206	Closed	-$293K	–	343
2025 Q1	$293K	Sell	3,206 -47	-1%	-$3.9K	0.1%	230
2024 Q4	$253K	Sell	3,253 -2	-0.1%	-$165	0.08%	271
2024 Q3	$289K	Buy	+3,255	New	+$284K	0.1%	238
2024 Q1	–	Sell	-3,028	Closed	-$287K	–	309
2023 Q4	$287K	Sell	3,028 -20	-0.7%	-$1.67K	0.11%	223
2023 Q3	$239K	Buy	+3,048	New	+$252K	0.1%	237

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Legacy Capital Group California's KOF Position: Q2 2025 in Review

Legacy Capital Group California sold out of Coca-Cola Femsa (KOF) in Q2 2025, closing a stake of 3,206 shares — an estimated $293K sold.

Legacy Capital Group California first reported a position in KOF in Q3 2023 and held it in 5 quarters. The position peaked at $293K in Q1 2025. 251 funds tracked by Wall St. Rank hold KOF as of Q2 2025.

Legacy Capital Group California reported no remaining Coca-Cola Femsa position as of Q2 2025 after selling out during the quarter.
Legacy Capital Group California sold 3,206 Coca-Cola Femsa shares in Q2 2025, an estimated $293K.
Legacy Capital Group California first reported a position in Coca-Cola Femsa in Q3 2023 and held it in 5 quarters.
Legacy Capital Group California's Coca-Cola Femsa position peaked at $293K in Q1 2025.
251 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2025.

Based on Legacy Capital Group California's 13F filing for Q2 2025, filed 14 Jul 2025.