NewEdge Advisors’s Coca-Cola Femsa KOF Stock Holding History

NewEdge 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	$262K	Buy	2,686 +494	+23%	+$51.1K	﹤0.01%	2439
2025 Q4	$208K	Buy	2,192 +2,121	+2,987%	+$187K	﹤0.01%	2565
2025 Q3	$5.9K	Sell	71 -2,286	-97%	-$197K	﹤0.01%	3483
2025 Q2	$228K	Buy	2,357 +49	+2%	+$4.64K	﹤0.01%	2157
2025 Q1	$211K	Buy	2,308 +2,307	+230,700%	+$191K	﹤0.01%	2075
2024 Q4	$80	Sell	1 -2,963	-100%	-$244K	﹤0.01%	3794
2024 Q3	$263K	Sell	2,964 -1,221	-29%	-$107K	﹤0.01%	1880
2024 Q2	$359K	Buy	4,185 +1,385	+49%	+$130K	﹤0.01%	1615
2024 Q1	$272K	Sell	2,800 -254	-8%	-$24.3K	﹤0.01%	1691
2023 Q4	$277K	Buy	+3,054	New	+$254K	﹤0.01%	1573
2023 Q3	–	Sell	-450	Closed	-$37.5K	–	3571
2023 Q2	$37.5K	Buy	+450	New	+$38.5K	﹤0.01%	2177
2023 Q1	–	Sell	-27	Closed	-$1.83K	–	3820
2022 Q4	$1.83K	Buy	+27	New	+$1.76K	﹤0.01%	2864

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

NewEdge Advisors's KOF Position: Q1 2026 in Review

NewEdge Advisors increased its Coca-Cola Femsa (KOF) stake by 23% in Q1 2026, buying an estimated $51.1K and bringing the position to 2,686 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #2439.

NewEdge Advisors first reported a position in KOF in Q4 2022 and has held it in 12 quarters since. The position peaked at $359K in Q2 2024. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

NewEdge Advisors held 2,686 shares of Coca-Cola Femsa worth $262K as of Q1 2026.
NewEdge Advisors bought 494 Coca-Cola Femsa shares in Q1 2026, an estimated $51.1K.
Coca-Cola Femsa made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2439 holding.
NewEdge Advisors first reported a position in Coca-Cola Femsa in Q4 2022 and has held it in 12 quarters since.
NewEdge Advisors's Coca-Cola Femsa position peaked at $359K in Q2 2024.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.