MAI Capital Management’s Coca-Cola Femsa KOF Stock Holding History

MAI Capital Management’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	$23.4K	Hold	240	–	–	﹤0.01%	2700
2025 Q4	$22.7K	Hold	240	–	–	﹤0.01%	2446
2025 Q3	$19.9K	Sell	240 -155	-39%	-$13.4K	﹤0.01%	2406
2025 Q2	$38.2K	Buy	395 +201	+104%	+$19K	﹤0.01%	2010
2025 Q1	$17.7K	Sell	194 -81	-29%	-$6.72K	﹤0.01%	2239
2024 Q4	$21.4K	Buy	+275	New	+$22.7K	﹤0.01%	2188
2024 Q3	–	Sell	-6,400	Closed	-$549K	–	1184
2024 Q2	$549K	Sell	6,400 -506	-7%	-$47.4K	0.01%	774
2024 Q1	$671K	Buy	6,906 +51	+0.7%	+$4.88K	0.01%	701
2023 Q4	$649K	Buy	6,855 +60	+0.9%	+$5K	0.01%	610
2023 Q3	$533K	Sell	6,795 -360	-5%	-$29.8K	0.01%	622
2023 Q2	$596K	Buy	7,155 +21	+0.3%	+$1.8K	0.01%	567
2023 Q1	$574K	Buy	7,134 +539	+8%	+$39.6K	0.01%	589
2022 Q4	$448K	Buy	6,595 +2,353	+55%	+$153K	0.01%	645
2022 Q3	$248K	Buy	+4,242	New	+$253K	﹤0.01%	763

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

MAI Capital Management's KOF Position: Q1 2026 in Review

MAI Capital Management held its Coca-Cola Femsa (KOF) position steady in Q1 2026 at 240 shares worth $23.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2700.

MAI Capital Management first reported a position in KOF in Q3 2022 and has held it in 14 quarters since. The position peaked at $671K in Q1 2024. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

MAI Capital Management held 240 shares of Coca-Cola Femsa worth $23.4K as of Q1 2026.
MAI Capital Management left its Coca-Cola Femsa share count unchanged in Q1 2026.
Coca-Cola Femsa made up ﹤0.01% of MAI Capital Management's portfolio in Q1 2026, its #2700 holding.
MAI Capital Management first reported a position in Coca-Cola Femsa in Q3 2022 and has held it in 14 quarters since.
MAI Capital Management's Coca-Cola Femsa position peaked at $671K in Q1 2024.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on MAI Capital Management's 13F filing for Q1 2026, filed 15 May 2026.