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
2026 Q2	$51.4K	Buy	+484	New	+$50.7K	﹤0.01%	2502
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 $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 $60.8B AUM 26.63% 1-Year Est. Return

Global Retirement Partners's KOF Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Coca-Cola Femsa (KOF) in Q2 2026: 484 shares worth $51.4K. The stake represents ﹤0.01% of the portfolio and ranks #2502 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in KOF as recently as Q4 2025.

Global Retirement Partners first reported a position in KOF in Q1 2019 and has held it in 18 quarters since. 256 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Global Retirement Partners held 484 shares of Coca-Cola Femsa worth $51.4K as of Q2 2026.
Coca-Cola Femsa was a new Global Retirement Partners position in Q2 2026.
Coca-Cola Femsa made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2502 holding.
Global Retirement Partners first reported a position in Coca-Cola Femsa in Q1 2019 and has held it in 18 quarters since.
256 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.