R Squared’s Coca-Cola Femsa KOF Stock Holding History

R Squared’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	$354K	Sell	3,334 -625	-16%	-$65.5K	0.19%	172
2026 Q1	$386K	Buy	+3,959	New	+$410K	0.21%	141
2025 Q4	–	Sell	-5,581	Closed	-$464K	–	631
2025 Q3	$464K	Buy	+5,581	New	+$482K	0.2%	155
2025 Q2	–	Sell	-4,940	Closed	-$451K	–	523
2025 Q1	$451K	Buy	4,940 +2,170	+78%	+$180K	0.48%	56
2024 Q4	$216K	Buy	+2,770	New	+$228K	0.21%	98

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 $59.9B AUM 27.01% 1-Year Est. Return

R Squared's KOF Position: Q2 2026 in Review

R Squared reduced its Coca-Cola Femsa (KOF) stake by 16% in Q2 2026, selling an estimated $65.5K and leaving 3,334 shares worth $354K. The position accounts for 0.19% of the portfolio, ranked #172.

R Squared first reported a position in KOF in Q4 2024 and has held it in 5 quarters since. The position peaked at $464K in Q3 2025. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

R Squared held 3,334 shares of Coca-Cola Femsa worth $354K as of Q2 2026.
R Squared sold 625 Coca-Cola Femsa shares in Q2 2026, an estimated $65.5K.
Coca-Cola Femsa made up 0.19% of R Squared's portfolio in Q2 2026, its #172 holding.
R Squared first reported a position in Coca-Cola Femsa in Q4 2024 and has held it in 5 quarters since.
R Squared's Coca-Cola Femsa position peaked at $464K in Q3 2025.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on R Squared's 13F filing for Q2 2026, filed 5 Aug 2026.