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Legacy Financial Advisors’s Coca-Cola Femsa KOF Stock Holding History

Legacy Financial Advisors’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
-3,773
Closed -$344K – 379
2025
Q1 		$344K Buy
3,773
+330
+10% +$27.4K 0.06% 258
2024
Q4 		$268K Sell
3,443
-54
-2% -$4.45K 0.04% 291
2024
Q3 		$310K Sell
3,497
-94
-3% -$8.21K 0.05% 272
2024
Q2 		$308K Sell
3,591
-117
-3% -$11K 0.05% 246
2024
Q1 		$360K Buy
3,708
+226
+6% +$21.6K 0.06% 215
2023
Q4 		$330K Buy
3,482
+601
+21% +$50.1K 0.06% 217
2023
Q3 		$226K Buy
+2,881
New +$238K 0.05% 237

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Boston Partners
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
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Legacy Financial Advisors's KOF Position: Q2 2025 in Review

Legacy Financial Advisors sold out of Coca-Cola Femsa (KOF) in Q2 2025, closing a stake of 3,773 shares — an estimated $344K sold.

Legacy Financial Advisors first reported a position in KOF in Q3 2023 and held it in 7 quarters. The position peaked at $360K in Q1 2024. 251 funds tracked by Wall St. Rank hold KOF as of Q2 2025.

  • Legacy Financial Advisors reported no remaining Coca-Cola Femsa position as of Q2 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 3,773 Coca-Cola Femsa shares in Q2 2025, an estimated $344K.
  • Legacy Financial Advisors first reported a position in Coca-Cola Femsa in Q3 2023 and held it in 7 quarters.
  • Legacy Financial Advisors's Coca-Cola Femsa position peaked at $360K in Q1 2024.
  • 251 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2025.

Based on Legacy Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.