Whipplewood Advisors’s Coca-Cola Femsa KOF Stock Holding History

Whipplewood 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 Q2	$9.78K	Sell	92 -341	-79%	-$35.7K	0.01%	249
2026 Q1	$42.2K	Buy	433 +388	+862%	+$40.1K	0.02%	287
2025 Q4	$4.26K	Buy	+45	New	+$3.97K	﹤0.01%	309
2025 Q3	–	Sell	-815	Closed	-$78.8K	–	770
2025 Q2	$78.8K	Buy	815 +76	+10%	+$7.2K	0.04%	262
2025 Q1	$73.7K	Sell	739 -162	-18%	-$13.4K	0.04%	254
2024 Q4	$70.2K	Buy	+901	New	+$74.2K	0.04%	265

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

Whipplewood Advisors's KOF Position: Q2 2026 in Review

Whipplewood Advisors reduced its Coca-Cola Femsa (KOF) stake by 79% in Q2 2026, selling an estimated $35.7K and leaving 92 shares worth $9.78K. The position accounts for 0.01% of the portfolio, ranked #249.

Whipplewood Advisors first reported a position in KOF in Q4 2024 and has held it in 6 quarters since. The position peaked at $78.8K in Q2 2025. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Whipplewood Advisors held 92 shares of Coca-Cola Femsa worth $9.78K as of Q2 2026.
Whipplewood Advisors sold 341 Coca-Cola Femsa shares in Q2 2026, an estimated $35.7K.
Coca-Cola Femsa made up 0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #249 holding.
Whipplewood Advisors first reported a position in Coca-Cola Femsa in Q4 2024 and has held it in 6 quarters since.
Whipplewood Advisors's Coca-Cola Femsa position peaked at $78.8K in Q2 2025.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.