Roehl & Yi Investment Advisors’s Coca-Cola Femsa KOF Stock Holding History

Roehl & Yi Investment Advisors’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	$683K	Buy	6,425 +96	+2%	+$10.1K	0.22%	92
2026 Q1	$617K	Sell	6,329 -1	-0%	-$103	0.23%	87
2025 Q4	$600K	Buy	6,330 +90	+1%	+$7.95K	0.24%	84
2025 Q3	$519K	Sell	6,240 -222	-3%	-$19.2K	0.23%	87
2025 Q2	$625K	Hold	6,462	–	–	0.32%	72
2025 Q1	$590K	Buy	6,462 +52	+0.8%	+$4.31K	0.32%	74
2024 Q4	$499K	Buy	+6,410	New	+$528K	0.27%	85

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

Roehl & Yi Investment Advisors's KOF Position: Q2 2026 in Review

Roehl & Yi Investment Advisors increased its Coca-Cola Femsa (KOF) stake by 1.5% in Q2 2026, buying an estimated $10.1K and bringing the position to 6,425 shares worth $683K. The position accounts for 0.22% of the portfolio, ranked #92.

Roehl & Yi Investment Advisors first reported a position in KOF in Q4 2024 and has held it in 7 quarters since. 256 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Roehl & Yi Investment Advisors held 6,425 shares of Coca-Cola Femsa worth $683K as of Q2 2026.
Roehl & Yi Investment Advisors bought 96 Coca-Cola Femsa shares in Q2 2026, an estimated $10.1K.
Coca-Cola Femsa made up 0.22% of Roehl & Yi Investment Advisors's portfolio in Q2 2026, its #92 holding.
Roehl & Yi Investment Advisors first reported a position in Coca-Cola Femsa in Q4 2024 and has held it in 7 quarters since.
256 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Roehl & Yi Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.