Jones Financial Companies
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Jones Financial Companies’s Coca-Cola Femsa KOF Stock Holding History

Jones Financial Companies’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 		$18.8M Buy
197,046
+195,170
+10,404% +$20.2M 0.01% 610
2025
Q4 		$178K Sell
1,876
-133
-7% -$11.7K ﹤0.01% 1955
2025
Q3 		$169K Buy
2,009
+168
+9% +$14.5K ﹤0.01% 1856
2025
Q2 		$174K Buy
1,841
+354
+24% +$33.5K ﹤0.01% 1715
2025
Q1 		$137K Sell
1,487
-98
-6% -$8.13K ﹤0.01% 1637
2024
Q4 		$123K Buy
1,585
+835
+111% +$68.8K ﹤0.01% 1545
2024
Q3 		$67.3K Buy
750
+437
+140% +$38.2K ﹤0.01% 1528
2024
Q2 		$26.9K Buy
313
+176
+128% +$16.5K ﹤0.01% 1458
2024
Q1 		$13.3K Buy
137
+100
+270% +$9.57K ﹤0.01% 1002
2023
Q4 		$3.5K Buy
+37
New +$3.08K ﹤0.01% 813

Other funds holding KOF

Gates Foundation Trust
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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Robeco Institutional Asset Management
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)
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies's KOF Position: Q1 2026 in Review

Jones Financial Companies increased its Coca-Cola Femsa (KOF) stake by 10,404% in Q1 2026, buying an estimated $20.2M and bringing the position to 197,046 shares worth $18.8M. The position accounts for 0.01% of the portfolio, ranked #610.

Jones Financial Companies first reported a position in KOF in Q4 2023 and has held it in 10 quarters since. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • Jones Financial Companies held 197,046 shares of Coca-Cola Femsa worth $18.8M as of Q1 2026.
  • Jones Financial Companies bought 195,170 Coca-Cola Femsa shares in Q1 2026, an estimated $20.2M.
  • Coca-Cola Femsa made up 0.01% of Jones Financial Companies's portfolio in Q1 2026, its #610 holding.
  • Jones Financial Companies first reported a position in Coca-Cola Femsa in Q4 2023 and has held it in 10 quarters since.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.