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Sterling Investment Management’s Coca-Cola Femsa KOF Stock Holding History

Sterling Investment 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 		$1.03M Sell
9,719
-240
-2% -$25.2K 0.57% 35
2026
Q1 		$972K Sell
9,959
-196
-2% -$20.3K 0.58% 38
2025
Q4 		$962K Sell
10,155
-62
-0.6% -$5.47K 0.55% 41
2025
Q3 		$849K Buy
+10,217
New +$882K 0.51% 50

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Boston Partners
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
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
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)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Sterling Investment Management's KOF Position: Q2 2026 in Review

Sterling Investment Management reduced its Coca-Cola Femsa (KOF) stake by 2.4% in Q2 2026, selling an estimated $25.2K and leaving 9,719 shares worth $1.03M. The position accounts for 0.57% of the portfolio, ranked #35.

Sterling Investment Management first reported a position in KOF in Q3 2025 and has held it in 4 quarters since. 256 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Sterling Investment Management held 9,719 shares of Coca-Cola Femsa worth $1.03M as of Q2 2026.
  • Sterling Investment Management sold 240 Coca-Cola Femsa shares in Q2 2026, an estimated $25.2K.
  • Coca-Cola Femsa made up 0.57% of Sterling Investment Management's portfolio in Q2 2026, its #35 holding.
  • Sterling Investment Management first reported a position in Coca-Cola Femsa in Q3 2025 and has held it in 4 quarters since.
  • 256 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

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