Private Trust Company’s Coca-Cola Femsa KOF Stock Holding History

Private Trust Company’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	$11.9K	Buy	112 +6	+6%	+$629	﹤0.01%	2008
2026 Q1	$10.3K	Hold	106	–	–	﹤0.01%	1964
2025 Q4	$10K	Hold	106	–	–	﹤0.01%	1932
2025 Q3	$8.81K	Hold	106	–	–	﹤0.01%	1961
2025 Q2	$10.3K	Buy	106 +20	+23%	+$1.9K	﹤0.01%	1808
2025 Q1	$7.85K	Buy	+86	New	+$7.13K	﹤0.01%	1882
2014 Q4	–	Sell	-26	Closed	-$3K	–	765
2014 Q3	$3K	Buy	26 +12	+86%	+$1.31K	﹤0.01%	1469
2014 Q2	$2K	Hold	14	–	–	﹤0.01%	1602
2014 Q1	$1K	Hold	14	–	–	﹤0.01%	1644
2013 Q4	$2K	Sell	14 -47	-77%	-$5.65K	﹤0.01%	1463
2013 Q3	$8K	Buy	61 +5	+9%	+$687	﹤0.01%	993
2013 Q2	$8K	Buy	+56	New	+$8.75K	﹤0.01%	923

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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 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 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) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Private Trust Company's KOF Position: Q2 2026 in Review

Private Trust Company increased its Coca-Cola Femsa (KOF) stake by 5.7% in Q2 2026, buying an estimated $629 and bringing the position to 112 shares worth $11.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2008.

Private Trust Company first reported a position in KOF in Q2 2013 and has held it in 12 quarters since. 256 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Private Trust Company held 112 shares of Coca-Cola Femsa worth $11.9K as of Q2 2026.
Private Trust Company bought 6 Coca-Cola Femsa shares in Q2 2026, an estimated $629.
Coca-Cola Femsa made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #2008 holding.
Private Trust Company first reported a position in Coca-Cola Femsa in Q2 2013 and has held it in 12 quarters since.
256 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.