Summit Global Investments’s Coca-Cola Femsa KOF Stock Holding History

Summit Global Investments’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	$369K	Sell	3,472 -4,370	-56%	-$458K	0.02%	403
2026 Q1	$765K	Sell	7,842 -10,122	-56%	-$1.05M	0.05%	249
2025 Q4	$1.7M	Buy	+17,964	New	+$1.59M	0.1%	109
2025 Q3	–	Sell	-25,746	Closed	-$2.49M	–	517
2025 Q2	$2.49M	Buy	25,746 +18,036	+234%	+$1.71M	0.15%	97
2025 Q1	$704K	Sell	7,710 -15,416	-67%	-$1.28M	0.05%	237
2024 Q4	$1.8M	Sell	23,126 -24,561	-52%	-$2.02M	0.11%	141
2024 Q3	$4.23M	Buy	47,687 +342	+0.7%	+$29.9K	0.27%	75
2024 Q2	$4.06M	Sell	47,345 -8,322	-15%	-$779K	0.27%	78
2024 Q1	$5.41M	Buy	55,667 +25,817	+86%	+$2.47M	0.4%	62
2023 Q4	$2.83M	Buy	29,850 +829	+3%	+$69.1K	0.19%	103
2023 Q3	$2.28M	Buy	29,021 +164	+0.6%	+$13.6K	0.15%	121
2023 Q2	$2.4M	Buy	28,857 +6,603	+30%	+$566K	0.16%	124
2023 Q1	$1.79M	Buy	+22,254	New	+$1.63M	0.14%	148

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

Summit Global Investments's KOF Position: Q2 2026 in Review

Summit Global Investments reduced its Coca-Cola Femsa (KOF) stake by 56% in Q2 2026, selling an estimated $458K and leaving 3,472 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #403.

Summit Global Investments first reported a position in KOF in Q1 2023 and has held it in 13 quarters since. The position peaked at $5.41M in Q1 2024. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Summit Global Investments held 3,472 shares of Coca-Cola Femsa worth $369K as of Q2 2026.
Summit Global Investments sold 4,370 Coca-Cola Femsa shares in Q2 2026, an estimated $458K.
Coca-Cola Femsa made up 0.02% of Summit Global Investments's portfolio in Q2 2026, its #403 holding.
Summit Global Investments first reported a position in Coca-Cola Femsa in Q1 2023 and has held it in 13 quarters since.
Summit Global Investments's Coca-Cola Femsa position peaked at $5.41M in Q1 2024.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Summit Global Investments's 13F filing for Q2 2026, filed 3 Aug 2026.