Seafarer Capital Partners’s Coca-Cola Femsa KOF Stock Holding History

Seafarer Capital Partners’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	$3.08M	Hold	29,000	–	–	0.71%	9
2026 Q1	$2.83M	Hold	29,000	–	–	0.65%	9
2025 Q4	$2.75M	Hold	29,000	–	–	0.71%	8
2025 Q3	$2.41M	Buy	29,000 +7,000	+32%	+$604K	0.69%	7
2025 Q2	$2.13M	Hold	22,000	–	–	0.58%	6
2025 Q1	$2.01M	Hold	22,000	–	–	0.65%	6
2024 Q4	$1.71M	Hold	22,000	–	–	0.65%	6
2024 Q3	$1.95M	Hold	22,000	–	–	0.56%	6
2024 Q2	$1.89M	Hold	22,000	–	–	0.64%	6
2024 Q1	$2.14M	Sell	22,000 -510,427	-96%	-$48.8M	0.63%	6
2023 Q4	$50.4M	Sell	532,427 -89,573	-14%	-$7.46M	13.61%	6
2023 Q3	$48.8M	Hold	622,000	–	–	15.67%	3
2023 Q2	$51.8M	Hold	622,000	–	–	15.73%	4
2023 Q1	$50.1M	Hold	622,000	–	–	18.75%	1
2022 Q4	$42.2M	Hold	622,000	–	–	18.61%	4
2022 Q3	$36.3M	Sell	622,000 -197,000	-24%	-$11.7M	17.45%	3
2022 Q2	$45.3M	Sell	819,000 -130,000	-14%	-$7.29M	19.59%	3
2022 Q1	$52.1M	Hold	949,000	–	–	22.93%	3
2021 Q4	$52M	Sell	949,000 -100,700	-10%	-$5.35M	29.04%	2
2021 Q3	$59.1M	Buy	1,049,700 +83,489	+9%	+$4.67M	30.76%	2
2021 Q2	$51.1M	Buy	+966,211	New	+$47.6M	24.63%	3

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

Seafarer Capital Partners's KOF Position: Q2 2026 in Review

Seafarer Capital Partners held its Coca-Cola Femsa (KOF) position steady in Q2 2026 at 29,000 shares worth $3.08M. The position accounts for 0.71% of the portfolio, ranked #9.

Seafarer Capital Partners first reported a position in KOF in Q2 2021 and has held it in 21 quarters since. The position peaked at $59.1M in Q3 2021. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Seafarer Capital Partners held 29,000 shares of Coca-Cola Femsa worth $3.08M as of Q2 2026.
Seafarer Capital Partners left its Coca-Cola Femsa share count unchanged in Q2 2026.
Coca-Cola Femsa made up 0.71% of Seafarer Capital Partners's portfolio in Q2 2026, its #9 holding.
Seafarer Capital Partners first reported a position in Coca-Cola Femsa in Q2 2021 and has held it in 21 quarters since.
Seafarer Capital Partners's Coca-Cola Femsa position peaked at $59.1M in Q3 2021.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Seafarer Capital Partners's 13F filing for Q2 2026, filed 4 Aug 2026.