Northwestern Mutual Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

Northwestern Mutual Wealth 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	$2.03M	Sell	20,814 -625	-3%	-$64.7K	﹤0.01%	1105
2025 Q4	$2.03M	Buy	21,439 +5,035	+31%	+$444K	﹤0.01%	1053
2025 Q3	$1.36M	Buy	16,404 +4,262	+35%	+$368K	﹤0.01%	1128
2025 Q2	$1.17M	Buy	12,142 +1,598	+15%	+$151K	﹤0.01%	1119
2025 Q1	$963K	Buy	10,544 +2,015	+24%	+$167K	﹤0.01%	1115
2024 Q4	$664K	Buy	8,529 +5,485	+180%	+$452K	﹤0.01%	1213
2024 Q3	$270K	Buy	3,044 +2,891	+1,890%	+$253K	﹤0.01%	1530
2024 Q2	$13.1K	Sell	153 -7	-4%	-$656	﹤0.01%	2548
2024 Q1	$15.6K	Sell	160 -6	-4%	-$574	﹤0.01%	2489
2023 Q4	$15.7K	Sell	166 -8	-5%	-$667	﹤0.01%	2480
2023 Q3	$13.6K	Sell	174 -52	-23%	-$4.3K	﹤0.01%	2446
2023 Q2	$18.8K	Buy	226 +80	+55%	+$6.85K	﹤0.01%	2343
2023 Q1	$11.7K	Buy	146 +33	+29%	+$2.42K	﹤0.01%	2453
2022 Q4	$7.67K	Buy	+113	New	+$7.36K	﹤0.01%	2594
2022 Q3	–	Sell	-10,504	Closed	-$580K	–	3257
2022 Q2	$580K	Buy	10,504 +73	+0.7%	+$4.09K	﹤0.01%	985
2022 Q1	$573K	Buy	10,431 +10	+0.1%	+$534	﹤0.01%	1025
2021 Q4	$571K	Buy	10,421 +1,083	+12%	+$57.5K	﹤0.01%	1025
2021 Q3	$525K	Buy	9,338 +507	+6%	+$28.4K	﹤0.01%	971
2021 Q2	$467K	Buy	8,831 +4,179	+90%	+$206K	﹤0.01%	1006
2021 Q1	$215K	Buy	4,652 +3,328	+251%	+$153K	﹤0.01%	1218
2020 Q4	$61K	Buy	1,324 +494	+60%	+$21.5K	﹤0.01%	1580
2020 Q3	$34K	Buy	+830	New	+$34.9K	﹤0.01%	1627
2019 Q3	–	Sell	-487	Closed	-$30K	–	2584
2019 Q2	$30K	Sell	487 -1	-0.2%	-$64	﹤0.01%	1579
2019 Q1	$32K	Hold	488	–	–	﹤0.01%	1537
2018 Q4	$30K	Buy	488 +1	+0.2%	+$61	﹤0.01%	1448
2018 Q3	$30K	Buy	487 +60	+14%	+$3.65K	﹤0.01%	1498
2018 Q2	$24K	Buy	427 +1	+0.2%	+$61	﹤0.01%	1528
2018 Q1	$28K	Hold	426	–	–	﹤0.01%	1410
2017 Q4	$30K	Buy	426 +1	+0.2%	+$70	﹤0.01%	1350
2017 Q3	$33K	Hold	425	–	–	﹤0.01%	1268
2017 Q2	$36K	Buy	425 +1	+0.2%	+$78	﹤0.01%	1197
2017 Q1	$30K	Hold	424	–	–	﹤0.01%	1190
2016 Q4	$27K	Buy	+424	New	+$29.6K	﹤0.01%	1244
2016 Q3	–	Sell	-164	Closed	-$14K	–	911
2016 Q2	$14K	Buy	164 +94	+134%	+$7.68K	﹤0.01%	1269
2016 Q1	$6K	Hold	70	–	–	﹤0.01%	1588
2015 Q4	$5K	Sell	70 -295	-81%	-$21.9K	﹤0.01%	1301
2015 Q3	$25K	Hold	365	–	–	﹤0.01%	861
2015 Q2	$29K	Hold	365	–	–	﹤0.01%	792
2015 Q1	$29K	Buy	365 +295	+421%	+$24.7K	﹤0.01%	775
2014 Q4	$6K	Buy	+70	New	+$6.81K	﹤0.01%	1239

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 $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) 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

Northwestern Mutual Wealth Management's KOF Position: Q1 2026 in Review

Northwestern Mutual Wealth Management reduced its Coca-Cola Femsa (KOF) stake by 2.9% in Q1 2026, selling an estimated $64.7K and leaving 20,814 shares worth $2.03M. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

Northwestern Mutual Wealth Management first reported a position in KOF in Q4 2014 and has held it in 40 quarters since. The position peaked at $2.03M in Q4 2025. 260 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

Northwestern Mutual Wealth Management held 20,814 shares of Coca-Cola Femsa worth $2.03M as of Q1 2026.
Northwestern Mutual Wealth Management sold 625 Coca-Cola Femsa shares in Q1 2026, an estimated $64.7K.
Coca-Cola Femsa made up ﹤0.01% of Northwestern Mutual Wealth Management's portfolio in Q1 2026, its #1105 holding.
Northwestern Mutual Wealth Management first reported a position in Coca-Cola Femsa in Q4 2014 and has held it in 40 quarters since.
Northwestern Mutual Wealth Management's Coca-Cola Femsa position peaked at $2.03M in Q4 2025.
260 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.