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

SHP 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	$850	Hold	8	–	–	﹤0.01%	1642
2026 Q1	$780	Buy	+8	New	+$828	﹤0.01%	1526

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

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

SHP Wealth Management held its Coca-Cola Femsa (KOF) position steady in Q2 2026 at 8 shares worth $850. The position accounts for ﹤0.01% of the portfolio, ranked #1642.

SHP Wealth Management first reported a position in KOF in Q1 2026 and has held it in 2 quarters since. 256 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

SHP Wealth Management held 8 shares of Coca-Cola Femsa worth $850 as of Q2 2026.
SHP Wealth Management left its Coca-Cola Femsa share count unchanged in Q2 2026.
Coca-Cola Femsa made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1642 holding.
SHP Wealth Management first reported a position in Coca-Cola Femsa in Q1 2026 and has held it in 2 quarters since.
256 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.