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 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 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

Pinnacle Wealth Planning Services's KOF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services held its Coca-Cola Femsa (KOF) position steady in Q1 2026 at 42 shares worth $4.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2303.

Pinnacle Wealth Planning Services first reported a position in KOF in Q4 2025 and has held it in 2 quarters since. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

Pinnacle Wealth Planning Services held 42 shares of Coca-Cola Femsa worth $4.1K as of Q1 2026.
Pinnacle Wealth Planning Services left its Coca-Cola Femsa share count unchanged in Q1 2026.
Coca-Cola Femsa made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #2303 holding.
Pinnacle Wealth Planning Services first reported a position in Coca-Cola Femsa in Q4 2025 and has held it in 2 quarters since.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.