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Ritholtz Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

Ritholtz Wealth Management’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 		$2.63M Sell
24,776
-127
-0.5% -$13.3K 0.04% 347
2026
Q1 		$2.43M Sell
24,903
-599
-2% -$62K 0.04% 329
2025
Q4 		$2.42M Sell
25,502
-567
-2% -$50.1K 0.04% 303
2025
Q3 		$2.17M Sell
26,069
-390
-1% -$33.7K 0.04% 309
2025
Q2 		$2.56M Sell
26,459
-239
-0.9% -$22.6K 0.06% 235
2025
Q1 		$2.44M Sell
26,698
-1,336
-5% -$111K 0.07% 203
2024
Q4 		$2.18M Sell
28,034
-2,034
-7% -$168K 0.06% 214
2024
Q3 		$2.67M Sell
30,068
-4,237
-12% -$370K 0.08% 174
2024
Q2 		$2.94M Buy
34,305
+1,815
+6% +$170K 0.1% 143
2024
Q1 		$3.16M Buy
32,490
+619
+2% +$59.2K 0.11% 126
2023
Q4 		$3.02M Buy
31,871
+968
+3% +$80.7K 0.12% 107
2023
Q3 		$2.42M Sell
30,903
-580
-2% -$48K 0.11% 113
2023
Q2 		$2.62M Sell
31,483
-384
-1% -$32.9K 0.12% 104
2023
Q1 		$2.56M Sell
31,867
-18,348
-37% -$1.35M 0.13% 98
2022
Q4 		$3.41M Buy
50,215
+8,622
+21% +$561K 0.19% 80
2022
Q3 		$2.43M Buy
41,593
+20,361
+96% +$1.21M 0.13% 111
2022
Q2 		$1.17M Buy
21,232
+7,118
+50% +$399K 0.07% 157
2022
Q1 		$776K Buy
14,114
+3,735
+36% +$199K 0.05% 230
2021
Q4 		$569K Sell
10,379
-871
-8% -$46.2K 0.04% 274
2021
Q3 		$633K Buy
11,250
+3,580
+47% +$200K 0.04% 219
2021
Q2 		$406K Buy
+7,670
New +$378K 0.03% 300

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

Ritholtz Wealth Management's KOF Position: Q2 2026 in Review

Ritholtz Wealth Management reduced its Coca-Cola Femsa (KOF) stake by 0.51% in Q2 2026, selling an estimated $13.3K and leaving 24,776 shares worth $2.63M. The position accounts for 0.04% of the portfolio, ranked #347.

Ritholtz Wealth Management first reported a position in KOF in Q2 2021 and has held it in 21 quarters since. The position peaked at $3.41M in Q4 2022. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Ritholtz Wealth Management held 24,776 shares of Coca-Cola Femsa worth $2.63M as of Q2 2026.
  • Ritholtz Wealth Management sold 127 Coca-Cola Femsa shares in Q2 2026, an estimated $13.3K.
  • Coca-Cola Femsa made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #347 holding.
  • Ritholtz Wealth Management first reported a position in Coca-Cola Femsa in Q2 2021 and has held it in 21 quarters since.
  • Ritholtz Wealth Management's Coca-Cola Femsa position peaked at $3.41M in Q4 2022.
  • 255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.