Marshall Wace
KOF icon

Marshall Wace’s Coca-Cola Femsa KOF Stock Holding History

Marshall Wace’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 		$3.1M Sell
29,199
-31,240
-52% -$3.27M ﹤0.01% 1606
2026
Q1 		$5.9M Buy
+60,439
New +$6.25M 0.01% 1221
2025
Q1 		– Sell
-48,031
Closed -$3.74M – 2882
2024
Q4 		$3.74M Sell
48,031
-150,288
-76% -$12.4M ﹤0.01% 1186
2024
Q3 		$17.6M Buy
198,319
+108,522
+121% +$9.48M 0.02% 552
2024
Q2 		$7.71M Buy
+89,797
New +$8.41M 0.01% 834
2023
Q4 		– Sell
-18,024
Closed -$1.41M – 2406
2023
Q3 		$1.41M Buy
18,024
+668
+4% +$55.2K ﹤0.01% 1374
2023
Q2 		$1.45M Sell
17,356
-12,504
-42% -$1.07M ﹤0.01% 1566
2023
Q1 		$2.4M Sell
29,860
-40,006
-57% -$2.94M 0.01% 1357
2022
Q4 		$4.74M Buy
69,866
+65,899
+1,661% +$4.29M 0.01% 1217
2022
Q3 		$232K Buy
+3,967
New +$237K ﹤0.01% 3042
2020
Q2 		– Sell
-20,091
Closed -$809K – 1776
2020
Q1 		$809K Sell
20,091
-115,913
-85% -$6.53M 0.01% 856
2019
Q4 		$8.24M Buy
136,004
+60,387
+80% +$3.55M 0.06% 355
2019
Q3 		$4.58M Buy
75,617
+65,161
+623% +$3.95M 0.04% 531
2019
Q2 		$650K Buy
10,456
+10,067
+2,588% +$645K 0.01% 1032
2019
Q1 		$26K Buy
+389
New +$24.4K ﹤0.01% 1610
2018
Q2 		– Sell
-7,330
Closed -$487K – 768
2018
Q1 		$487K Buy
+7,330
New +$522K 0.02% 368
2016
Q4 		– Sell
-21,907
Closed -$1.64M – 1050
2016
Q3 		$1.64M Buy
+21,907
New +$1.7M 0.01% 640
2016
Q1 		– Sell
-8,979
Closed -$636K – 1114
2015
Q4 		$636K Sell
8,979
-3,961
-31% -$294K 0.01% 769
2015
Q3 		$898K Buy
12,940
+2,657
+26% +$195K 0.01% 638
2015
Q2 		$817K Buy
+10,283
New +$839K 0.01% 632

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

Marshall Wace's KOF Position: Q2 2026 in Review

Marshall Wace reduced its Coca-Cola Femsa (KOF) stake by 52% in Q2 2026, selling an estimated $3.27M and leaving 29,199 shares worth $3.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1606.

Marshall Wace first reported a position in KOF in Q2 2015 and has held it in 20 quarters since. The position peaked at $17.6M in Q3 2024. 257 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Marshall Wace held 29,199 shares of Coca-Cola Femsa worth $3.1M as of Q2 2026.
  • Marshall Wace sold 31,240 Coca-Cola Femsa shares in Q2 2026, an estimated $3.27M.
  • Coca-Cola Femsa made up ﹤0.01% of Marshall Wace's portfolio in Q2 2026, its #1606 holding.
  • Marshall Wace first reported a position in Coca-Cola Femsa in Q2 2015 and has held it in 20 quarters since.
  • Marshall Wace's Coca-Cola Femsa position peaked at $17.6M in Q3 2024.
  • 257 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.