Root Financial Partners
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Root Financial Partners’s Coca-Cola Femsa KOF Stock Holding History

Root Financial Partners’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
Q3 		$3.46K Buy
+32
New +$3.48K ﹤0.01% 2381
2026
Q2 		– Sell
-32
Closed -$3.12K – 1901
2026
Q1 		$3.12K Buy
32
+2
+7% +$207 ﹤0.01% 2137
2025
Q4 		$2.84K Sell
30
-33
-52% -$2.91K ﹤0.01% 1915
2025
Q3 		$5.24K Buy
+63
New +$5.44K ﹤0.01% 1707

Other funds holding KOF

Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Tweedy, Browne Co
Tweedy, Browne Co Stamford, Connecticut $1.23B AUM 16.54% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
Cullen Capital Management
Cullen Capital Management New York $9.8B AUM 21.02% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $57.2B AUM 42.49% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $71.4B AUM 33.43% 1-Year Est. Return

Root Financial Partners's KOF Position: Q3 2026 in Review

Root Financial Partners opened a new position in Coca-Cola Femsa (KOF) in Q3 2026: 32 shares worth $3.46K. The stake represents ﹤0.01% of the portfolio and ranks #2381 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in KOF as recently as Q1 2026.

Root Financial Partners first reported a position in KOF in Q3 2025 and has held it in 4 quarters since. The position peaked at $5.24K in Q3 2025. 220 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

  • Root Financial Partners held 32 shares of Coca-Cola Femsa worth $3.46K as of Q3 2026.
  • Coca-Cola Femsa was a new Root Financial Partners position in Q3 2026.
  • Coca-Cola Femsa made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #2381 holding.
  • Root Financial Partners first reported a position in Coca-Cola Femsa in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Coca-Cola Femsa position peaked at $5.24K in Q3 2025.
  • 220 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.