Global Retirement Partners’s Coca-Cola Femsa KOF Stock Holding History

Global Retirement Partners’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 Q4	$48.9K	Buy	516 +300	+139%	+$26.5K	﹤0.01%	2369
2025 Q3	$17.9K	Sell	216 -55	-20%	-$4.75K	﹤0.01%	2455
2025 Q2	$26.2K	Buy	+271	New	+$25.7K	﹤0.01%	2140
2024 Q4	$18.5K	Sell	238 -8	-3%	-$659	﹤0.01%	2125
2024 Q3	$21.8K	Buy	246 +122	+98%	+$10.7K	﹤0.01%	1947
2024 Q2	$10.6K	Buy	124 +119	+2,380%	+$11.1K	﹤0.01%	2296
2024 Q1	$486	Hold	5	–	–	﹤0.01%	3133
2023 Q4	$457	Hold	5	–	–	﹤0.01%	3104
2023 Q3	$381	Hold	5	–	–	﹤0.01%	3027
2023 Q2	$417	Hold	5	–	–	﹤0.01%	2986
2023 Q1	$430	Hold	5	–	–	﹤0.01%	2956
2022 Q4	$339	Hold	5	–	–	﹤0.01%	2840
2022 Q3	$0	Buy	+5	New	+$298	﹤0.01%	2846
2020 Q1	–	Sell	-605	Closed	-$37K	–	1637
2019 Q4	$37K	Hold	605	–	–	0.01%	725
2019 Q3	$37K	Hold	605	–	–	0.01%	701
2019 Q2	$38K	Sell	605 -25	-4%	-$1.6K	0.01%	679
2019 Q1	$42K	Buy	+630	New	+$39.5K	0.01%	586

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Global Retirement Partners's KOF Position: Q4 2025 in Review

Global Retirement Partners increased its Coca-Cola Femsa (KOF) stake by 139% in Q4 2025, buying an estimated $26.5K and bringing the position to 516 shares worth $48.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2369.

Global Retirement Partners first reported a position in KOF in Q1 2019 and has held it in 17 quarters since. 245 funds tracked by Wall St. Rank hold KOF as of Q4 2025.

Global Retirement Partners held 516 shares of Coca-Cola Femsa worth $48.9K as of Q4 2025.
Global Retirement Partners bought 300 Coca-Cola Femsa shares in Q4 2025, an estimated $26.5K.
Coca-Cola Femsa made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #2369 holding.
Global Retirement Partners first reported a position in Coca-Cola Femsa in Q1 2019 and has held it in 17 quarters since.
245 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.