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Sage Investment Counsel’s Coca-Cola Femsa KOF Stock Holding History

Sage Investment Counsel’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 		$393K Hold
3,700
– – 0.39% 66
2026
Q1 		$361K Buy
3,700
+200
+6% +$20.7K 0.4% 69
2025
Q4 		$331K Hold
3,500
– – 0.36% 78
2025
Q3 		$291K Hold
3,500
– – 0.32% 86
2025
Q2 		$339K Hold
3,500
– – 0.39% 72
2025
Q1 		$320K Hold
3,500
– – 0.41% 76
2024
Q4 		$273K Buy
+3,500
New +$288K 0.36% 83

Other funds holding KOF

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
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return
MCP
Martin Capital Partners Eugene, Oregon $272M AUM 19.09% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
AWS
Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
SIM
Sterling Investment Management Tucson, Arizona $182M AUM 9.75% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Sage Investment Counsel's KOF Position: Q2 2026 in Review

Sage Investment Counsel held its Coca-Cola Femsa (KOF) position steady in Q2 2026 at 3,700 shares worth $393K. The position accounts for 0.39% of the portfolio, ranked #66.

Sage Investment Counsel first reported a position in KOF in Q4 2024 and has held it in 7 quarters since. 47 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Sage Investment Counsel held 3,700 shares of Coca-Cola Femsa worth $393K as of Q2 2026.
  • Sage Investment Counsel left its Coca-Cola Femsa share count unchanged in Q2 2026.
  • Coca-Cola Femsa made up 0.39% of Sage Investment Counsel's portfolio in Q2 2026, its #66 holding.
  • Sage Investment Counsel first reported a position in Coca-Cola Femsa in Q4 2024 and has held it in 7 quarters since.
  • 47 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.