Steward Partners Investment Advisory’s Coca-Cola Femsa KOF Stock Holding History

Steward Partners Investment Advisory’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	$904K	Buy	8,512 +8,309	+4,093%	+$871K	﹤0.01%	1350
2026 Q1	$19.8K	Hold	203	–	–	﹤0.01%	3234
2025 Q4	$19.2K	Buy	203 +11	+6%	+$971	﹤0.01%	3161
2025 Q3	$16K	Hold	192	–	–	﹤0.01%	3185
2025 Q2	$18.6K	Hold	192	–	–	﹤0.01%	2950
2025 Q1	$17.5K	Sell	192 -210	-52%	-$17.4K	﹤0.01%	2866
2024 Q4	$31.3K	Buy	402 +375	+1,389%	+$30.9K	﹤0.01%	2573
2024 Q3	$2.4K	Buy	+27	New	+$2.36K	﹤0.01%	3411
2023 Q1	–	Sell	-31	Closed	-$2.1K	–	3371
2022 Q4	$2.1K	Buy	+31	New	+$2.02K	﹤0.01%	3009

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

Steward Partners Investment Advisory's KOF Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its Coca-Cola Femsa (KOF) stake by 4,093% in Q2 2026, buying an estimated $871K and bringing the position to 8,512 shares worth $904K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Steward Partners Investment Advisory first reported a position in KOF in Q4 2022 and has held it in 9 quarters since. 256 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Steward Partners Investment Advisory held 8,512 shares of Coca-Cola Femsa worth $904K as of Q2 2026.
Steward Partners Investment Advisory bought 8,309 Coca-Cola Femsa shares in Q2 2026, an estimated $871K.
Coca-Cola Femsa made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1350 holding.
Steward Partners Investment Advisory first reported a position in Coca-Cola Femsa in Q4 2022 and has held it in 9 quarters since.
256 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.