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Oppenheimer Asset Management’s Coca-Cola Femsa KOF Stock Holding History

Oppenheimer Asset 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 		$4.7M Sell
48,229
-438
-0.9% -$45.3K 0.05% 339
2025
Q4 		$4.61M Sell
48,667
-18,780
-28% -$1.66M 0.06% 314
2025
Q3 		$5.6M Sell
67,447
-3,685
-5% -$318K 0.06% 316
2025
Q2 		$6.88M Buy
71,132
+8,508
+14% +$806K 0.08% 275
2025
Q1 		$5.72M Sell
62,624
-5,021
-7% -$416K 0.07% 287
2024
Q4 		$5.27M Buy
67,645
+22
+0% +$1.81K 0.06% 312
2024
Q3 		$6M Buy
67,623
+2,390
+4% +$209K 0.07% 289
2024
Q2 		$5.6M Buy
65,233
+7,363
+13% +$690K 0.07% 286
2024
Q1 		$5.62M Sell
57,870
-1,692
-3% -$162K 0.08% 266
2023
Q4 		$5.64M Buy
59,562
+403
+0.7% +$33.6K 0.08% 282
2023
Q3 		$4.64M Sell
59,159
-2,114
-3% -$175K 0.07% 297
2023
Q2 		$5.1M Sell
61,273
-2,672
-4% -$229K 0.08% 284
2023
Q1 		$5.15M Buy
63,945
+113
+0.2% +$8.3K 0.08% 274
2022
Q4 		$4.33M Buy
63,832
+12,866
+25% +$838K 0.07% 294
2022
Q3 		$2.98M Buy
50,966
+46,358
+1,006% +$2.76M 0.05% 354
2022
Q2 		$255K Sell
4,608
-2,673
-37% -$150K ﹤0.01% 1017
2022
Q1 		$400K Sell
7,281
-186
-2% -$9.93K 0.01% 963
2021
Q4 		$409K Sell
7,467
-280
-4% -$14.9K 0.01% 1011
2021
Q3 		$436K Sell
7,747
-1,653
-18% -$92.5K 0.01% 969
2021
Q2 		$498K Sell
9,400
-276
-3% -$13.6K 0.01% 962
2021
Q1 		$447K Buy
9,676
+720
+8% +$33K 0.01% 943
2020
Q4 		$413K Buy
8,956
+1,619
+22% +$70.5K 0.01% 917
2020
Q3 		$299K Buy
+7,337
New +$308K 0.01% 938

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 $1.26B AUM 33.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Robeco Institutional Asset Management
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)
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 $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oppenheimer Asset Management's KOF Position: Q1 2026 in Review

Oppenheimer Asset Management reduced its Coca-Cola Femsa (KOF) stake by 0.9% in Q1 2026, selling an estimated $45.3K and leaving 48,229 shares worth $4.7M. The position accounts for 0.05% of the portfolio, ranked #339.

Oppenheimer Asset Management first reported a position in KOF in Q3 2020 and has held it in 23 quarters since. The position peaked at $6.88M in Q2 2025. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • Oppenheimer Asset Management held 48,229 shares of Coca-Cola Femsa worth $4.7M as of Q1 2026.
  • Oppenheimer Asset Management sold 438 Coca-Cola Femsa shares in Q1 2026, an estimated $45.3K.
  • Coca-Cola Femsa made up 0.05% of Oppenheimer Asset Management's portfolio in Q1 2026, its #339 holding.
  • Oppenheimer Asset Management first reported a position in Coca-Cola Femsa in Q3 2020 and has held it in 23 quarters since.
  • Oppenheimer Asset Management's Coca-Cola Femsa position peaked at $6.88M in Q2 2025.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.