Phoenix Financial’s Coca-Cola Femsa KOF Stock Holding History

Phoenix Financial’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
2025 Q2	–	Sell	-138,396	Closed	-$12.6M	–	440
2025 Q1	$12.6M	Sell	138,396 -55,865	-29%	-$4.63M	0.19%	81
2024 Q4	$15.1M	Hold	194,261	–	–	0.21%	73
2024 Q3	$17.2M	Sell	194,261 -314,355	-62%	-$27.5M	0.25%	65
2024 Q2	$43.7M	Sell	508,616 -328,695	-39%	-$30.8M	0.66%	36
2024 Q1	$81.4M	Sell	837,311 -25,211	-3%	-$2.41M	1.12%	29
2023 Q4	$91.7M	Buy	862,522 +7,360	+0.9%	+$613K	1.52%	18
2023 Q3	$67.1M	Sell	855,162 -8,435	-1%	-$698K	1.23%	23
2023 Q2	$71.9M	Buy	863,597 +822,381	+1,995%	+$70.4M	1.47%	22
2023 Q1	$3.31M	Buy	+41,216	New	+$3.03M	0.07%	115

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Phoenix Financial's KOF Position: Q2 2025 in Review

Phoenix Financial sold out of Coca-Cola Femsa (KOF) in Q2 2025, closing a stake of 138,396 shares — an estimated $12.6M sold.

Phoenix Financial first reported a position in KOF in Q1 2023 and held it in 9 quarters. The position peaked at $91.7M in Q4 2023. 251 funds tracked by Wall St. Rank hold KOF as of Q2 2025.

Phoenix Financial reported no remaining Coca-Cola Femsa position as of Q2 2025 after selling out during the quarter.
Phoenix Financial sold 138,396 Coca-Cola Femsa shares in Q2 2025, an estimated $12.6M.
Phoenix Financial first reported a position in Coca-Cola Femsa in Q1 2023 and held it in 9 quarters.
Phoenix Financial's Coca-Cola Femsa position peaked at $91.7M in Q4 2023.
251 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2025.

Based on Phoenix Financial's 13F filing for Q2 2025, filed 30 Jul 2025.