Filing Research | COCA-COLA FEMSA SAB-SP ADR Institutional Holdings

Snapshot holdings

50 / 57 loaded

#		Instrument	quantity
1	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	Shares	496.8KSH	$52.8M
2	Robeco Institutional Asset Management B.V.	Shares	476.9KSH	$50.7M
3	Crossmark Global Holdings, Inc.	Shares	147.1KSH	$15.6M
4	Martin Capital Partners, LLC	Shares	57.0KSH	$6.1M
5	Gradient Investments LLC	Shares	52.0KSH	$5.5M
6	TrueMark Investments, LLC	Shares	36.9KSH	$3.9M
7	Arkfeld Wealth Strategies, L.L.C.	Shares	30.5KSH	$3.3M
8	Y-Intercept (Hong Kong) Ltd	Shares	16.9KSH	$1.8M
9	Bright Futures Wealth Management, LLC.	Shares	10.2KSH	$1.1M
10	Capital Advisors Wealth Management, LLC	Shares	9.8KSH	$1.0M
11	STERLING INVESTMENT MANAGEMENT, LLC	Shares	9.7KSH	$1.0M
12	D.A. DAVIDSON & CO.	Shares	9.0KSH	$956.7K
13	Hennion & Walsh Asset Management, Inc.	Shares	6.7KSH	$710.3K
14	Balefire, LLC	Shares	6.1KSH	$649.3K
15	QRG CAPITAL MANAGEMENT, INC.	Shares	5.0KSH	$526.0K
16	Sequoia Financial Advisors, LLC	Shares	4.5KSH	$473.1K
17	FCG Investment Co	Shares	4.0KSH	$420.4K
18	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	3.8KSH	$402.5K
19	Sage Investment Counsel LLC	Shares	3.7KSH	$393.1K
20	Alhambra Investment Management LLC	Shares	3.3KSH	$352.4K
21	Ballentine Partners, LLC	Shares	2.9KSH	$313.0K
22	Prospera Financial Services Inc	Shares	2.4KSH	$253.9K
23	Merit Financial Group, LLC	Shares	2.4KSH	$252.2K
24	Aprio Wealth Management, LLC	Shares	2.3KSH	$240.2K
25	ABC ARBITRAGE SA	Shares	2.2KSH	$236.2K
26	Venturi Wealth Management, LLC	Shares	1.9KSH	$203.5K
27	Wealth Enhancement Trust Services, Inc.	Shares	1.7KSH	$179.9K
28	Hartford Financial Management Inc.	Shares	1.3KSH	$137.9K
29	Mirae Asset Global Investments Co., Ltd.	Shares	1.1KSH	$120.5K
30	GHP Investment Advisors, Inc.	Shares	908SH	$96.5K
31	Community Financial Services Group, LLC	Shares	872SH	$92.3K
32	SIGNATUREFD, LLC	Shares	698SH	$74.2K
33	LANARK FINANCIAL, INC.	Shares	680SH	$72.3K
34	Farther Finance Advisors, LLC	Shares	667SH	$70.8K
35	Triumph Capital Management	Shares	585SH	$62.2K
36	EverSource Wealth Advisors, LLC	Shares	573SH	$60.9K
37	Blue Trust, Inc.	Shares	496SH	$52.7K
38	Byrne Asset Management LLC	Shares	290SH	$30.8K
39	SBI Securities Co., Ltd.	Shares	271SH	$28.8K
40	GAMMA Investing LLC	Shares	266SH	$28.3K
41	CoreCap Advisors, LLC	Shares	262SH	$27.8K
42	Retirement Wealth Solutions LLC	Shares	176SH	$18.7K
43	IFP Advisors, Inc	Shares	168SH	$17.9K
44	Bogart Wealth, LLC	Shares	91SH	$9.7K
45	Grove Bank & Trust	Shares	90SH	$9.6K
46	HIGHLINE WEALTH PARTNERS LLC	Shares	81SH	$8.6K
47	Allied Private Wealth LLC	Shares	55SH	$5.7K
48	Princeton Global Asset Management LLC	Shares	41SH	$4.4K
49	True Wealth Design, LLC	Shares	39SH	$4.1K
50	ELEVATION WEALTH PARTNERS, LLC	Shares	33SH	$3.5K

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Manager changes2026-06-30 vs 2026-03-31

50 / 57 loaded

#		Instrument
1	Martin Capital Partners, LLC trimmed	Shares	-13	+$6.0M	$6.1M
2	FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ unchanged	Shares	0	+$4.3M	$52.8M
3	Crossmark Global Holdings, Inc. trimmed	Shares	-3.8K	+$912.6K	$15.6M
4	TrueMark Investments, LLC added	Shares	+4.7K	+$777.6K	$3.9M
5	Gradient Investments LLC added	Shares	+3.0K	+$748.4K	$5.5M
6	FCG Investment Co new	Shares	+4.0K	+$420.4K	$420.4K
7	Hennion & Walsh Asset Management, Inc. added	Shares	+2.3K	+$278.0K	$710.3K
8	Aprio Wealth Management, LLC new	Shares	+2.3K	+$240.2K	$240.2K
9	Venturi Wealth Management, LLC new	Shares	+1.9K	+$203.5K	$203.5K
10	Wealth Enhancement Trust Services, Inc. new	Shares	+1.7K	+$179.9K	$179.9K
11	Capital Advisors Wealth Management, LLC added	Shares	+800	+$163.1K	$1.0M
12	Arkfeld Wealth Strategies, L.L.C. trimmed	Shares	-200	+$127.7K	$3.3M
13	Mirae Asset Global Investments Co., Ltd. new	Shares	+1.1K	+$120.5K	$120.5K
14	Community Financial Services Group, LLC new	Shares	+872	+$92.3K	$92.3K
15	QRG CAPITAL MANAGEMENT, INC. added	Shares	+399	+$82.0K	$526.0K
16	D.A. DAVIDSON & CO. unchanged	Shares	0	+$78.3K	$956.7K
17	CONFLUENCE INVESTMENT MANAGEMENT LLC added	Shares	+300	+$62.2K	$402.5K
18	STERLING INVESTMENT MANAGEMENT, LLC trimmed	Shares	-240	+$61.1K	$1.0M
19	Ballentine Partners, LLC added	Shares	+171	+$42.3K	$313.0K
20	Sequoia Financial Advisors, LLC added	Shares	+32	+$41.9K	$473.1K
21	Sage Investment Counsel LLC unchanged	Shares	0	+$32.2K	$393.1K
22	Prospera Financial Services Inc added	Shares	+70	+$27.6K	$253.9K
23	Merit Financial Group, LLC added	Shares	+68	+$27.3K	$252.2K
24	Farther Finance Advisors, LLC added	Shares	+84	+$13.1K	$70.8K
25	GHP Investment Advisors, Inc. unchanged	Shares	0	+$7.9K	$96.5K
26	GAMMA Investing LLC added	Shares	+51	+$7.3K	$28.3K
27	SIGNATUREFD, LLC added	Shares	+8	+$6.9K	$74.2K
28	Triumph Capital Management unchanged	Shares	0	+$5.1K	$62.2K
29	ELEVATION WEALTH PARTNERS, LLC new	Shares	+33	+$3.5K	$3.5K
30	LANARK FINANCIAL, INC. trimmed	Shares	-25	+$3.5K	$72.3K
31	Blue Trust, Inc. trimmed	Shares	-15	+$2.9K	$52.7K
32	CoreCap Advisors, LLC added	Shares	+4	+$2.7K	$27.8K
33	Byrne Asset Management LLC unchanged	Shares	0	+$2.5K	$30.8K
34	Retirement Wealth Solutions LLC unchanged	Shares	0	+$1.5K	$18.7K
35	IFP Advisors, Inc unchanged	Shares	0	+$1.5K	$17.9K
36	True Wealth Design, LLC added	Shares	+11	+$1.4K	$4.1K
37	Bogart Wealth, LLC unchanged	Shares	0	+$792	$9.7K
38	Grove Bank & Trust unchanged	Shares	0	+$783	$9.6K
39	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	+$704	$8.6K
40	Versant Capital Management, Inc added	Shares	+3	+$485	$2.3K
41	Princeton Global Asset Management LLC unchanged	Shares	0	+$356	$4.4K
42	BROADWATER CAPITAL MANAGEMENT LLC unchanged	Shares	0	+$231	$2.1K
43	LRI Investments, LLC new	Shares	+2	+$213	$213
44	JFS WEALTH ADVISORS, LLC unchanged	Shares	0	+$200	$2.4K
45	PARK AVENUE SECURITIES LLC added	Shares	+165	+$39	$283
46	Abound Wealth Management unchanged	Shares	0	+$17	$213
47	Dogwood Wealth Management LLC exited	Shares	-12	-$1.2K	$0
48	Physician Wealth Advisors, Inc. trimmed	Shares	-16	-$1.5K	$425
49	Hartford Financial Management Inc. trimmed	Shares	-155	-$3.8K	$137.9K
50	SBI Securities Co., Ltd. trimmed	Shares	-154	-$12.7K	$28.8K

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