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Principal Securities’s Coca-Cola Femsa KOF Stock Holding History

Principal Securities’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
Q4 		– Sell
-110
Closed -$9.14K – 2546
2025
Q3 		$9.14K Sell
110
-79
-42% -$6.82K ﹤0.01% 2754
2025
Q2 		$18.3K Buy
189
+109
+136% +$10.3K ﹤0.01% 2366
2025
Q1 		$6.23K Hold
80
– – ﹤0.01% 2698
2024
Q4 		$6.23K Hold
80
– – ﹤0.01% 2694
2024
Q3 		$7.1K Sell
80
-2
-2% -$175 ﹤0.01% 2560
2024
Q2 		$7.04K Buy
82
+30
+58% +$2.81K ﹤0.01% 2530
2024
Q1 		$5.05K Sell
52
-11
-17% -$1.05K ﹤0.01% 2609
2023
Q4 		$5.96K Buy
+63
New +$5.25K ﹤0.01% 2467

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Boston Partners
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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Principal Securities's KOF Position: Q4 2025 in Review

Principal Securities sold out of Coca-Cola Femsa (KOF) in Q4 2025, closing a stake of 110 shares — an estimated $9.14K sold.

Principal Securities first reported a position in KOF in Q4 2023 and held it in 8 quarters. The position peaked at $18.3K in Q2 2025. 245 funds tracked by Wall St. Rank hold KOF as of Q4 2025.

  • Principal Securities reported no remaining Coca-Cola Femsa position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 110 Coca-Cola Femsa shares in Q4 2025, an estimated $9.14K.
  • Principal Securities first reported a position in Coca-Cola Femsa in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Coca-Cola Femsa position peaked at $18.3K in Q2 2025.
  • 245 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.