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 Q2	$22.6M	Buy	210,720 +13,674	+7%	+$1.43M	0.01%	637
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 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

Jones Financial Companies's KOF Position: Q2 2026 in Review

Jones Financial Companies increased its Coca-Cola Femsa (KOF) stake by 6.9% in Q2 2026, buying an estimated $1.43M and bringing the position to 210,720 shares worth $22.6M. The position accounts for 0.01% of the portfolio, ranked #637.

Jones Financial Companies first reported a position in KOF in Q4 2023 and has held it in 11 quarters since. 256 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

Jones Financial Companies held 210,720 shares of Coca-Cola Femsa worth $22.6M as of Q2 2026.
Jones Financial Companies bought 13,674 Coca-Cola Femsa shares in Q2 2026, an estimated $1.43M.
Coca-Cola Femsa made up 0.01% of Jones Financial Companies's portfolio in Q2 2026, its #637 holding.
Jones Financial Companies first reported a position in Coca-Cola Femsa in Q4 2023 and has held it in 11 quarters since.
256 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.