VisionPoint Advisory Group’s Coca-Cola Femsa KOF Stock Holding History

VisionPoint Advisory Group’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	$649K	Sell	6,111 -16,160	-73%	-$1.69M	0.11%	211
2026 Q1	$2.17M	Sell	22,271 -1,777	-7%	-$184K	0.41%	61
2025 Q4	$2.28M	Sell	24,048 -3,515	-13%	-$310K	0.44%	61
2025 Q3	$2.29M	Sell	27,563 -920	-3%	-$79.4K	0.46%	58
2025 Q2	$2.76M	Sell	28,483 -1,423	-5%	-$135K	0.6%	40
2025 Q1	$2.73M	Buy	29,906 +1,188	+4%	+$98.5K	0.94%	30
2024 Q4	$2.23M	Buy	28,718 +1,556	+6%	+$128K	0.76%	36
2024 Q3	$2.41M	Buy	27,162 +15,633	+136%	+$1.37M	0.81%	34
2024 Q2	$990K	Buy	11,529 +1,402	+14%	+$131K	0.35%	76
2024 Q1	$984K	Buy	10,127 +828	+9%	+$79.2K	0.35%	77
2023 Q4	$880K	Buy	9,299 +942	+11%	+$78.5K	0.32%	70
2023 Q3	$656K	Buy	8,357 +1,180	+16%	+$97.6K	0.28%	80
2023 Q2	$598K	Buy	7,177 +2,928	+69%	+$251K	0.24%	81
2023 Q1	$370K	Buy	+4,249	New	+$312K	0.16%	101

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

VisionPoint Advisory Group's KOF Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Coca-Cola Femsa (KOF) stake by 73% in Q2 2026, selling an estimated $1.69M and leaving 6,111 shares worth $649K. The position accounts for 0.11% of the portfolio, ranked #211.

VisionPoint Advisory Group first reported a position in KOF in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.76M in Q2 2025. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

VisionPoint Advisory Group held 6,111 shares of Coca-Cola Femsa worth $649K as of Q2 2026.
VisionPoint Advisory Group sold 16,160 Coca-Cola Femsa shares in Q2 2026, an estimated $1.69M.
Coca-Cola Femsa made up 0.11% of VisionPoint Advisory Group's portfolio in Q2 2026, its #211 holding.
VisionPoint Advisory Group first reported a position in Coca-Cola Femsa in Q1 2023 and has held it in 14 quarters since.
VisionPoint Advisory Group's Coca-Cola Femsa position peaked at $2.76M in Q2 2025.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.