Wellington Management Group
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Wellington Management Group’s Coca-Cola Femsa KOF Stock Holding History

Wellington Management 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
2025
Q2 		– Sell
-28,125
Closed -$2.57M – 2000
2025
Q1 		$2.57M Buy
+28,125
New +$2.33M ﹤0.01% 1505
2024
Q3 		– Sell
-29,979
Closed -$2.57M – 1976
2024
Q2 		$2.57M Sell
29,979
-65,394
-69% -$6.12M ﹤0.01% 1464
2024
Q1 		$9.27M Buy
95,373
+55,858
+141% +$5.34M ﹤0.01% 1161
2023
Q4 		$3.74M Buy
+39,515
New +$3.29M ﹤0.01% 1368
2023
Q2 		– Sell
-3,921
Closed -$316K – 1912
2023
Q1 		$316K Buy
+3,921
New +$288K ﹤0.01% 1916
2020
Q3 		– Sell
-34,231
Closed -$1.5M – 1944
2020
Q2 		$1.5M Buy
+34,231
New +$1.44M ﹤0.01% 1404
2020
Q1 		– Sell
-17,829
Closed -$1.08M – 1989
2019
Q4 		$1.08M Buy
+17,829
New +$1.05M ﹤0.01% 1689

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group's KOF Position: Q2 2025 in Review

Wellington Management Group sold out of Coca-Cola Femsa (KOF) in Q2 2025, closing a stake of 28,125 shares — an estimated $2.57M sold.

Wellington Management Group first reported a position in KOF in Q4 2019 and held it in 7 quarters. The position peaked at $9.27M in Q1 2024. 251 funds tracked by Wall St. Rank hold KOF as of Q2 2025.

  • Wellington Management Group reported no remaining Coca-Cola Femsa position as of Q2 2025 after selling out during the quarter.
  • Wellington Management Group sold 28,125 Coca-Cola Femsa shares in Q2 2025, an estimated $2.57M.
  • Wellington Management Group first reported a position in Coca-Cola Femsa in Q4 2019 and held it in 7 quarters.
  • Wellington Management Group's Coca-Cola Femsa position peaked at $9.27M in Q1 2024.
  • 251 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2025.

Based on Wellington Management Group's 13F filing for Q2 2025, filed 14 Aug 2025.