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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
Q2 		– Sell
-240
Closed -$23.4K – 3485
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
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

MAI Capital Management's KOF Position: Q2 2026 in Review

MAI Capital Management sold out of Coca-Cola Femsa (KOF) in Q2 2026, closing a stake of 240 shares — an estimated $23.4K sold.

MAI Capital Management first reported a position in KOF in Q3 2022 and held it in 14 quarters. The position peaked at $671K in Q1 2024. 256 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • MAI Capital Management reported no remaining Coca-Cola Femsa position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 240 Coca-Cola Femsa shares in Q2 2026, an estimated $23.4K.
  • MAI Capital Management first reported a position in Coca-Cola Femsa in Q3 2022 and held it in 14 quarters.
  • MAI Capital Management's Coca-Cola Femsa position peaked at $671K in Q1 2024.
  • 256 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.