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Mount Yale Investment Advisors’s Coca-Cola Femsa KOF Stock Holding History

Mount Yale Investment 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
2026
Q1 		$253K Buy
+2,592
New +$268K 0.01% 966
2025
Q3 		– Sell
-1,712
Closed -$166K – 1170
2025
Q2 		$166K Buy
+1,712
New +$162K 0.01% 571

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 $1.32B AUM 32.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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 $59.9B AUM 27.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's KOF Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Coca-Cola Femsa (KOF) in Q1 2026: 2,592 shares worth $253K. The stake represents 0.01% of the portfolio and ranks #966 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in KOF as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in KOF in Q2 2025 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • Mount Yale Investment Advisors held 2,592 shares of Coca-Cola Femsa worth $253K as of Q1 2026.
  • Coca-Cola Femsa was a new Mount Yale Investment Advisors position in Q1 2026.
  • Coca-Cola Femsa made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #966 holding.
  • Mount Yale Investment Advisors first reported a position in Coca-Cola Femsa in Q2 2025 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.