True Wealth Design’s Coca-Cola Femsa KOF Stock Holding History

True Wealth Design’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	$4.14K	Buy	39 +11	+39%	+$1.15K	﹤0.01%	1407
2026 Q1	$2.73K	Hold	28	–	–	﹤0.01%	1418
2025 Q4	$2.65K	Buy	28 +3	+12%	+$265	﹤0.01%	1348
2025 Q3	$2.08K	Buy	25 +20	+400%	+$1.73K	﹤0.01%	1441
2025 Q2	$484	Buy	5 +1	+25%	+$95	﹤0.01%	1762
2025 Q1	$366	Sell	4 -1	-20%	-$83	﹤0.01%	1681
2024 Q4	$390	Sell	5 -36	-88%	-$2.97K	﹤0.01%	1130
2024 Q3	$3.64K	Sell	41 -8,935	-100%	-$781K	﹤0.01%	644
2024 Q2	$771K	Buy	8,976 +8,972	+224,300%	+$840K	0.19%	95
2024 Q1	$389	Buy	4 +2	+100%	+$191	﹤0.01%	671
2023 Q4	$190	Sell	2 -9,819	-100%	-$818K	﹤0.01%	686
2023 Q3	$770K	Buy	9,821 +9,819	+490,950%	+$812K	0.26%	69
2023 Q2	$167	Sell	2 -11,080	-100%	-$949K	﹤0.01%	677
2023 Q1	$892K	Sell	11,082 -429	-4%	-$31.5K	0.37%	34
2022 Q4	$781K	Buy	+11,511	New	+$749K	0.36%	56

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

True Wealth Design's KOF Position: Q2 2026 in Review

True Wealth Design increased its Coca-Cola Femsa (KOF) stake by 39% in Q2 2026, buying an estimated $1.15K and bringing the position to 39 shares worth $4.14K. The position accounts for ﹤0.01% of the portfolio, ranked #1407.

True Wealth Design first reported a position in KOF in Q4 2022 and has held it in 15 quarters since. The position peaked at $892K in Q1 2023. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

True Wealth Design held 39 shares of Coca-Cola Femsa worth $4.14K as of Q2 2026.
True Wealth Design bought 11 Coca-Cola Femsa shares in Q2 2026, an estimated $1.15K.
Coca-Cola Femsa made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1407 holding.
True Wealth Design first reported a position in Coca-Cola Femsa in Q4 2022 and has held it in 15 quarters since.
True Wealth Design's Coca-Cola Femsa position peaked at $892K in Q1 2023.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.