Focus Partners Wealth’s Coca-Cola Femsa KOF Stock Holding History

Focus Partners Wealth’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	$484K	Buy	4,957 +4	+0.1%	+$414	﹤0.01%	1949
2025 Q4	$469K	Buy	4,953 +395	+9%	+$34.9K	﹤0.01%	1981
2025 Q3	$382K	Buy	4,558 +5	+0.1%	+$431	﹤0.01%	1722
2025 Q2	$440K	Buy	4,553 +1,962	+76%	+$186K	﹤0.01%	1507
2025 Q1	$237K	Sell	2,591 -1,694	-40%	-$141K	﹤0.01%	1689
2024 Q4	$334K	Buy	+4,285	New	+$353K	﹤0.01%	1505
2024 Q2	–	Sell	-2,241	Closed	-$218K	–	1251
2024 Q1	$218K	Buy	+2,241	New	+$214K	﹤0.01%	911

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 $70.2B AUM 29.99% 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

Focus Partners Wealth's KOF Position: Q1 2026 in Review

Focus Partners Wealth increased its Coca-Cola Femsa (KOF) stake by 0.08% in Q1 2026, buying an estimated $414 and bringing the position to 4,957 shares worth $484K. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Focus Partners Wealth first reported a position in KOF in Q1 2024 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

Focus Partners Wealth held 4,957 shares of Coca-Cola Femsa worth $484K as of Q1 2026.
Focus Partners Wealth bought 4 Coca-Cola Femsa shares in Q1 2026, an estimated $414.
Coca-Cola Femsa made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1949 holding.
Focus Partners Wealth first reported a position in Coca-Cola Femsa in Q1 2024 and has held it in 7 quarters since.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.