Journey Strategic Wealth’s Coca-Cola Femsa KOF Stock Holding History

Journey Strategic Wealth’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	$569K	Sell	5,831 -207	-3%	-$21.4K	0.01%	309
2025 Q4	$572K	Sell	6,038 -168	-3%	-$14.8K	0.02%	277
2025 Q3	$516K	Sell	6,206 -122	-2%	-$10.5K	0.01%	289
2025 Q2	$612K	Buy	6,328 +93	+1%	+$8.81K	0.02%	250
2025 Q1	$569K	Buy	6,235 +3,479	+126%	+$289K	0.02%	204
2024 Q4	$215K	Buy	+2,756	New	+$227K	0.01%	448

Other funds holding KOF

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, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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) 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 New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Journey Strategic Wealth's KOF Position: Q1 2026 in Review

Journey Strategic Wealth reduced its Coca-Cola Femsa (KOF) stake by 3.4% in Q1 2026, selling an estimated $21.4K and leaving 5,831 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #309.

Journey Strategic Wealth first reported a position in KOF in Q4 2024 and has held it in 6 quarters since. The position peaked at $612K in Q2 2025. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

Journey Strategic Wealth held 5,831 shares of Coca-Cola Femsa worth $569K as of Q1 2026.
Journey Strategic Wealth sold 207 Coca-Cola Femsa shares in Q1 2026, an estimated $21.4K.
Coca-Cola Femsa made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #309 holding.
Journey Strategic Wealth first reported a position in Coca-Cola Femsa in Q4 2024 and has held it in 6 quarters since.
Journey Strategic Wealth's Coca-Cola Femsa position peaked at $612K in Q2 2025.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.