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Vanguard Capital Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History

Vanguard Capital Wealth Advisors’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
Q1 		– Sell
-5,637
Closed -$534K – 132
2025
Q4 		$534K Buy
+5,637
New +$498K 0.43% 47
2024
Q2 		– Sell
-15,697
Closed -$1.53M – 153
2024
Q1 		$1.53M Sell
15,697
-521
-3% -$49.8K 1.07% 20
2023
Q4 		$1.53M Sell
16,218
-407
-2% -$33.9K 1.24% 17
2023
Q3 		$1.3M Sell
16,625
-471
-3% -$39K 1.21% 15
2023
Q2 		$1.42M Sell
17,096
-420
-2% -$36K 1.29% 15
2023
Q1 		$1.41M Sell
17,516
-1,818
-9% -$134K 1.4% 18
2022
Q4 		$1.31M Sell
19,334
-9,136
-32% -$595K 1.52% 14
2022
Q3 		$1.66M Buy
28,470
+11,625
+69% +$693K 2.02% 8
2022
Q2 		$931K Sell
16,845
-885
-5% -$49.6K 1.05% 23
2022
Q1 		$974K Sell
17,730
-872
-5% -$46.6K 0.7% 39
2021
Q4 		$1.02M Sell
18,602
-76,295
-80% -$4.05M 0.73% 37
2021
Q3 		$1.54K Buy
94,897
+79,397
+512% +$4.44M 1.04% 21
2021
Q2 		$820K Buy
+15,500
New +$763K 0.62% 42

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Capital Wealth Advisors's KOF Position: Q1 2026 in Review

Vanguard Capital Wealth Advisors sold out of Coca-Cola Femsa (KOF) in Q1 2026, closing a stake of 5,637 shares — an estimated $534K sold.

Vanguard Capital Wealth Advisors first reported a position in KOF in Q2 2021 and held it in 13 quarters. The position peaked at $1.66M in Q3 2022. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • Vanguard Capital Wealth Advisors reported no remaining Coca-Cola Femsa position as of Q1 2026 after selling out during the quarter.
  • Vanguard Capital Wealth Advisors sold 5,637 Coca-Cola Femsa shares in Q1 2026, an estimated $534K.
  • Vanguard Capital Wealth Advisors first reported a position in Coca-Cola Femsa in Q2 2021 and held it in 13 quarters.
  • Vanguard Capital Wealth Advisors's Coca-Cola Femsa position peaked at $1.66M in Q3 2022.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.