UBS AM’s Coca-Cola Femsa KOF Stock Holding History

UBS AM’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	$31.4K	Hold	296	–	–	﹤0.01%	3038
2026 Q1	$28.9K	Buy	296 +291	+5,820%	+$30.1K	﹤0.01%	3070
2025 Q4	$474	Buy	+5	New	+$441	﹤0.01%	3238
2024 Q4	–	Sell	-3,600	Closed	-$319K	–	2717
2024 Q3	$319K	Sell	3,600 -200	-5%	-$17.5K	﹤0.01%	2722
2024 Q2	$326K	Buy	+3,800	New	+$356K	﹤0.01%	2712
2019 Q4	–	Sell	-34	Closed	-$2.06K	–	2711
2019 Q3	$2.06K	Hold	34	–	–	﹤0.01%	2856
2019 Q2	$2.11K	Hold	34	–	–	﹤0.01%	2824
2019 Q1	$2.24K	Hold	34	–	–	﹤0.01%	2754
2018 Q4	$2.07K	Hold	34	–	–	﹤0.01%	2726
2018 Q3	$2.08K	Hold	34	–	–	﹤0.01%	2735
2018 Q2	$1.92K	Hold	34	–	–	﹤0.01%	2747
2018 Q1	$2.26K	Hold	34	–	–	﹤0.01%	2626
2017 Q4	$2.37K	Hold	34	–	–	﹤0.01%	2547
2017 Q3	$2.62K	Hold	34	–	–	﹤0.01%	2499
2017 Q2	$2.88K	Hold	34	–	–	﹤0.01%	2480
2017 Q1	$2.44K	Hold	34	–	–	﹤0.01%	2433
2016 Q4	$2K	Buy	+34	New	+$2.38K	﹤0.01%	2446

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

UBS AM's KOF Position: Q2 2026 in Review

UBS AM held its Coca-Cola Femsa (KOF) position steady in Q2 2026 at 296 shares worth $31.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3038.

UBS AM first reported a position in KOF in Q4 2016 and has held it in 17 quarters since. The position peaked at $326K in Q2 2024. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

UBS AM held 296 shares of Coca-Cola Femsa worth $31.4K as of Q2 2026.
UBS AM left its Coca-Cola Femsa share count unchanged in Q2 2026.
Coca-Cola Femsa made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3038 holding.
UBS AM first reported a position in Coca-Cola Femsa in Q4 2016 and has held it in 17 quarters since.
UBS AM's Coca-Cola Femsa position peaked at $326K in Q2 2024.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.