LPL Financial
KOF icon

LPL Financial’s Coca-Cola Femsa KOF Stock Holding History

LPL Financial’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 		$1.63M Buy
16,683
+2,507
+18% +$259K ﹤0.01% 3698
2025
Q4 		$1.34M Sell
14,176
-2,097
-13% -$185K ﹤0.01% 3775
2025
Q3 		$1.35M Sell
16,273
-2,208
-12% -$191K ﹤0.01% 3704
2025
Q2 		$1.79M Buy
18,481
+7,139
+63% +$677K ﹤0.01% 3228
2025
Q1 		$1.04M Sell
11,342
-2,238
-16% -$186K ﹤0.01% 3530
2024
Q4 		$1.06M Buy
13,580
+413
+3% +$34K ﹤0.01% 3444
2024
Q3 		$1.17M Sell
13,167
-2,268
-15% -$198K ﹤0.01% 3248
2024
Q2 		$1.32M Buy
15,435
+1,140
+8% +$107K ﹤0.01% 2982
2024
Q1 		$1.39M Sell
14,295
-23,132
-62% -$2.21M ﹤0.01% 2892
2023
Q4 		$3.54M Buy
37,427
+6,120
+20% +$510K ﹤0.01% 1929
2023
Q3 		$2.46M Sell
31,307
-11,527
-27% -$953K ﹤0.01% 2139
2023
Q2 		$3.57M Sell
42,834
-3,553
-8% -$304K ﹤0.01% 1793
2023
Q1 		$3.73M Buy
46,387
+4,168
+10% +$306K ﹤0.01% 1691
2022
Q4 		$2.87M Buy
42,219
+2,490
+6% +$162K ﹤0.01% 1804
2022
Q3 		$2.32M Buy
39,729
+3,827
+11% +$228K ﹤0.01% 1867
2022
Q2 		$1.99M Buy
35,902
+3,268
+10% +$183K ﹤0.01% 2039
2022
Q1 		$1.79M Buy
32,634
+9,318
+40% +$498K ﹤0.01% 2142
2021
Q4 		$1.28M Buy
23,316
+14,652
+169% +$778K ﹤0.01% 2444
2021
Q3 		$488K Buy
8,664
+805
+10% +$45.1K ﹤0.01% 3239
2021
Q2 		$416K Buy
+7,859
New +$387K ﹤0.01% 3310

Other funds holding KOF

Gates Foundation Trust
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Robeco Institutional Asset Management
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)
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's KOF Position: Q1 2026 in Review

LPL Financial increased its Coca-Cola Femsa (KOF) stake by 18% in Q1 2026, buying an estimated $259K and bringing the position to 16,683 shares worth $1.63M. The position accounts for ﹤0.01% of the portfolio, ranked #3698.

LPL Financial first reported a position in KOF in Q2 2021 and has held it in 20 quarters since. The position peaked at $3.73M in Q1 2023. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • LPL Financial held 16,683 shares of Coca-Cola Femsa worth $1.63M as of Q1 2026.
  • LPL Financial bought 2,507 Coca-Cola Femsa shares in Q1 2026, an estimated $259K.
  • Coca-Cola Femsa made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3698 holding.
  • LPL Financial first reported a position in Coca-Cola Femsa in Q2 2021 and has held it in 20 quarters since.
  • LPL Financial's Coca-Cola Femsa position peaked at $3.73M in Q1 2023.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.