PWPS
KOF icon

Pinnacle Wealth Planning Services’s Coca-Cola Femsa KOF Stock Holding History

Pinnacle Wealth Planning Services’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
Q2 		$4.46K Hold
42
– – ﹤0.01% 2323
2026
Q1 		$4.1K Hold
42
– – ﹤0.01% 2303
2025
Q4 		$3.98K Buy
+42
New +$3.71K ﹤0.01% 2338

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Pinnacle Wealth Planning Services's KOF Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Coca-Cola Femsa (KOF) position steady in Q2 2026 at 42 shares worth $4.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2323.

Pinnacle Wealth Planning Services first reported a position in KOF in Q4 2025 and has held it in 3 quarters since. 257 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Pinnacle Wealth Planning Services held 42 shares of Coca-Cola Femsa worth $4.46K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Coca-Cola Femsa share count unchanged in Q2 2026.
  • Coca-Cola Femsa made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2323 holding.
  • Pinnacle Wealth Planning Services first reported a position in Coca-Cola Femsa in Q4 2025 and has held it in 3 quarters since.
  • 257 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.