JT Stratford LLC’s Coca-Cola Femsa KOF Stock Holding History

JT Stratford LLC’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	$2.79M	Buy	28,554 +8,239	+41%	+$852K	0.35%	65
2025 Q4	$1.92M	Buy	+20,315	New	+$1.79M	0.25%	91
2024 Q2	–	Sell	-11,002	Closed	-$1.07M	–	285
2024 Q1	$1.07M	Sell	11,002 -6,697	-38%	-$641K	0.21%	127
2023 Q4	$1.67M	Sell	17,699 -3,502	-17%	-$292K	0.38%	65
2023 Q3	$1.66M	Buy	21,201 +3	+0%	+$248	0.43%	57
2023 Q2	$1.77M	Sell	21,198 -953	-4%	-$81.6K	0.48%	55
2023 Q1	$1.78M	Buy	+22,151	New	+$1.63M	0.51%	52

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

JT Stratford LLC's KOF Position: Q1 2026 in Review

JT Stratford LLC increased its Coca-Cola Femsa (KOF) stake by 41% in Q1 2026, buying an estimated $852K and bringing the position to 28,554 shares worth $2.79M. The position accounts for 0.35% of the portfolio, ranked #65.

JT Stratford LLC first reported a position in KOF in Q1 2023 and has held it in 7 quarters since. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

JT Stratford LLC held 28,554 shares of Coca-Cola Femsa worth $2.79M as of Q1 2026.
JT Stratford LLC bought 8,239 Coca-Cola Femsa shares in Q1 2026, an estimated $852K.
Coca-Cola Femsa made up 0.35% of JT Stratford LLC's portfolio in Q1 2026, its #65 holding.
JT Stratford LLC first reported a position in Coca-Cola Femsa in Q1 2023 and has held it in 7 quarters since.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.