SMDAM
KOF icon

Sumitomo Mitsui DS Asset Management’s Coca-Cola Femsa KOF Stock Holding History

Sumitomo Mitsui DS Asset 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
2025
Q3 		– Sell
-2,800
Closed -$271K – 767
2025
Q2 		$271K Hold
2,800
– – ﹤0.01% 704
2025
Q1 		$256K Hold
2,800
– – ﹤0.01% 734
2024
Q4 		$218K Hold
2,800
– – ﹤0.01% 750
2024
Q3 		$248K Hold
2,800
– – ﹤0.01% 747
2024
Q2 		$240K Sell
2,800
-695
-20% -$65.1K ﹤0.01% 739
2024
Q1 		$340K Sell
3,495
-135
-4% -$12.9K ﹤0.01% 717
2023
Q4 		$344K Hold
3,630
– – ﹤0.01% 742
2023
Q3 		$285K Sell
3,630
-1,500
-29% -$124K ﹤0.01% 734
2023
Q2 		$427K Sell
5,130
-870
-15% -$74.5K 0.01% 697
2023
Q1 		$483K Hold
6,000
– – 0.01% 676
2022
Q4 		$407K Hold
6,000
– – 0.01% 685
2022
Q3 		$350K Buy
+6,000
New +$358K 0.01% 689
2016
Q2 		– Sell
-7,803
Closed -$648K – 719
2016
Q1 		$648K Sell
7,803
-12,847
-62% -$929K 0.02% 540
2015
Q4 		$1.46M Buy
20,650
+6,700
+48% +$497K 0.05% 293
2015
Q3 		$967K Hold
13,950
– – 0.03% 409
2015
Q2 		$1.11M Buy
13,950
+800
+6% +$65.3K 0.04% 405
2015
Q1 		$1.05M Buy
13,150
+1,100
+9% +$92.1K 0.03% 455
2014
Q4 		$1.04M Sell
12,050
-4,059
-25% -$395K 0.03% 454
2014
Q3 		$1.62M Sell
16,109
-16,015
-50% -$1.75M 0.05% 353
2014
Q2 		$3.65M Sell
32,124
-7,100
-18% -$800K 0.1% 206
2014
Q1 		$4.14M Sell
39,224
-3,100
-7% -$324K 0.12% 171
2013
Q4 		$5.15M Hold
42,324
– – 0.15% 147
2013
Q3 		$5.33M Buy
42,324
+6,700
+19% +$920K 0.15% 143
2013
Q2 		$5M Buy
+35,624
New +$5.57M 0.14% 140

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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 $9.75B AUM 21.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management's KOF Position: Q3 2025 in Review

Sumitomo Mitsui DS Asset Management sold out of Coca-Cola Femsa (KOF) in Q3 2025, closing a stake of 2,800 shares — an estimated $271K sold.

Sumitomo Mitsui DS Asset Management first reported a position in KOF in Q2 2013 and held it in 24 quarters. The position peaked at $5.33M in Q3 2013. 240 funds tracked by Wall St. Rank hold KOF as of Q3 2025.

  • Sumitomo Mitsui DS Asset Management reported no remaining Coca-Cola Femsa position as of Q3 2025 after selling out during the quarter.
  • Sumitomo Mitsui DS Asset Management sold 2,800 Coca-Cola Femsa shares in Q3 2025, an estimated $271K.
  • Sumitomo Mitsui DS Asset Management first reported a position in Coca-Cola Femsa in Q2 2013 and held it in 24 quarters.
  • Sumitomo Mitsui DS Asset Management's Coca-Cola Femsa position peaked at $5.33M in Q3 2013.
  • 240 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2025.

Based on Sumitomo Mitsui DS Asset Management's 13F filing for Q3 2025, filed 24 Oct 2025.