VWM
KOF icon

Venturi Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

Venturi Wealth 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
2026
Q2 		$203K Buy
+1,915
New +$201K 0.01% 600
2023
Q3 		– Sell
-1
Closed -$84 – 1378
2023
Q2 		$84 Buy
+1
New +$86 ﹤0.01% 1152

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Boston Partners
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
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
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)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Venturi Wealth Management's KOF Position: Q2 2026 in Review

Venturi Wealth Management opened a new position in Coca-Cola Femsa (KOF) in Q2 2026: 1,915 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #600 among its holdings. This is a return to the name: Venturi Wealth Management previously reported a position in KOF as recently as Q2 2023.

Venturi Wealth Management first reported a position in KOF in Q2 2023 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Venturi Wealth Management held 1,915 shares of Coca-Cola Femsa worth $203K as of Q2 2026.
  • Coca-Cola Femsa was a new Venturi Wealth Management position in Q2 2026.
  • Coca-Cola Femsa made up 0.01% of Venturi Wealth Management's portfolio in Q2 2026, its #600 holding.
  • Venturi Wealth Management first reported a position in Coca-Cola Femsa in Q2 2023 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Venturi Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.