JFS Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History

JFS Wealth 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	$2.44K	Hold	23	–	–	﹤0.01%	1545
2026 Q1	$2.24K	Sell	23 -5	-18%	-$517	﹤0.01%	1471
2025 Q4	$2.65K	Hold	28	–	–	﹤0.01%	1460
2025 Q3	$2.33K	Hold	28	–	–	﹤0.01%	1405
2025 Q2	$2.71K	Hold	28	–	–	﹤0.01%	1304
2025 Q1	$2.56K	Hold	28	–	–	﹤0.01%	1375
2024 Q4	$2.18K	Hold	28	–	–	﹤0.01%	1441
2024 Q3	$2.48K	Hold	28	–	–	﹤0.01%	1397
2024 Q2	$2.4K	Hold	28	–	–	﹤0.01%	1364
2024 Q1	$2.72K	Hold	28	–	–	﹤0.01%	1330
2023 Q4	$2.65K	Hold	28	–	–	﹤0.01%	1314
2023 Q3	$2.2K	Hold	28	–	–	﹤0.01%	1323
2023 Q2	$2.33K	Hold	28	–	–	﹤0.01%	1325
2023 Q1	$2.25K	Hold	28	–	–	﹤0.01%	1314
2022 Q4	$1.9K	Sell	28 -529	-95%	-$34.4K	﹤0.01%	1395
2022 Q3	$33K	Sell	557 -290	-34%	-$17.3K	﹤0.01%	459
2022 Q2	$47K	Sell	847 -565	-40%	-$31.7K	0.01%	404
2022 Q1	$78K	Sell	1,412 -391	-22%	-$20.9K	0.01%	337
2021 Q4	$99K	Buy	1,803 +23	+1%	+$1.22K	0.01%	308
2021 Q3	$100K	Hold	1,780	–	–	0.01%	310
2021 Q2	$94K	Hold	1,780	–	–	0.01%	227
2021 Q1	$82K	Hold	1,780	–	–	0.02%	212
2020 Q4	$82K	Buy	1,780 +504	+39%	+$21.9K	0.02%	207
2020 Q3	$52K	Buy	+1,276	New	+$53.6K	0.01%	232

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

JFS Wealth Advisors's KOF Position: Q2 2026 in Review

JFS Wealth Advisors held its Coca-Cola Femsa (KOF) position steady in Q2 2026 at 23 shares worth $2.44K. The position accounts for ﹤0.01% of the portfolio, ranked #1545.

JFS Wealth Advisors first reported a position in KOF in Q3 2020 and has held it in 24 quarters since. The position peaked at $100K in Q3 2021. 255 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

JFS Wealth Advisors held 23 shares of Coca-Cola Femsa worth $2.44K as of Q2 2026.
JFS Wealth Advisors left its Coca-Cola Femsa share count unchanged in Q2 2026.
Coca-Cola Femsa made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1545 holding.
JFS Wealth Advisors first reported a position in Coca-Cola Femsa in Q3 2020 and has held it in 24 quarters since.
JFS Wealth Advisors's Coca-Cola Femsa position peaked at $100K in Q3 2021.
255 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.