SageView Advisory Group’s Coca-Cola Femsa KOF Stock Holding History

SageView Advisory Group’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 Q1	–	Sell	-33	Closed	-$3.13K	–	1586
2025 Q4	$3.13K	Buy	+33	New	+$2.91K	﹤0.01%	2103

Other funds holding KOF

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

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SageView Advisory Group's KOF Position: Q1 2026 in Review

SageView Advisory Group sold out of Coca-Cola Femsa (KOF) in Q1 2026, closing a stake of 33 shares — an estimated $3.13K sold.

SageView Advisory Group first reported a position in KOF in Q4 2025 and held it in 1 quarter. The position peaked at $3.13K in Q4 2025. 260 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

SageView Advisory Group reported no remaining Coca-Cola Femsa position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 33 Coca-Cola Femsa shares in Q1 2026, an estimated $3.13K.
SageView Advisory Group first reported a position in Coca-Cola Femsa in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's Coca-Cola Femsa position peaked at $3.13K in Q4 2025.
260 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.