West Family Investments’s Coca-Cola Femsa KOF Stock Holding History

West Family Investments’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	-2,434	Closed	-$231K	–	320
2025 Q4	$231K	Hold	2,434	–	–	0.05%	313
2025 Q3	$202K	Hold	2,434	–	–	0.05%	357
2025 Q2	$235K	Hold	2,434	–	–	0.06%	309
2025 Q1	$222K	Buy	+2,434	New	+$202K	0.08%	222
2024 Q4	–	Sell	-2,434	Closed	-$216K	–	303
2024 Q3	$216K	Hold	2,434	–	–	0.07%	259
2024 Q2	$209K	Hold	2,434	–	–	0.06%	230
2024 Q1	$237K	Hold	2,434	–	–	0.07%	220
2023 Q4	$230K	Buy	+2,434	New	+$203K	0.08%	199
2023 Q3	–	Sell	-2,434	Closed	-$203K	–	245
2023 Q2	$203K	Buy	+2,434	New	+$209K	0.08%	218
2022 Q2	–	Sell	-3,668	Closed	-$202K	–	281
2022 Q1	$202K	Hold	3,668	–	–	0.06%	271
2021 Q4	$201K	Hold	3,668	–	–	0.05%	304
2021 Q3	$206K	Buy	+3,668	New	+$205K	0.05%	307

Other funds holding KOF

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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) 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 New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Family Investments's KOF Position: Q1 2026 in Review

West Family Investments sold out of Coca-Cola Femsa (KOF) in Q1 2026, closing a stake of 2,434 shares — an estimated $231K sold.

West Family Investments first reported a position in KOF in Q3 2021 and held it in 12 quarters. The position peaked at $237K in Q1 2024. 260 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

West Family Investments reported no remaining Coca-Cola Femsa position as of Q1 2026 after selling out during the quarter.
West Family Investments sold 2,434 Coca-Cola Femsa shares in Q1 2026, an estimated $231K.
West Family Investments first reported a position in Coca-Cola Femsa in Q3 2021 and held it in 12 quarters.
West Family Investments's Coca-Cola Femsa position peaked at $237K in Q1 2024.
260 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.