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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
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

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
Boston Partners
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
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
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)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Root Financial Partners's KOF Position: Q2 2026 in Review

Root Financial Partners sold out of Coca-Cola Femsa (KOF) in Q2 2026, closing a stake of 32 shares — an estimated $3.12K sold.

Root Financial Partners first reported a position in KOF in Q3 2025 and held it in 3 quarters. The position peaked at $5.24K in Q3 2025. 256 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

  • Root Financial Partners reported no remaining Coca-Cola Femsa position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 32 Coca-Cola Femsa shares in Q2 2026, an estimated $3.12K.
  • Root Financial Partners first reported a position in Coca-Cola Femsa in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Coca-Cola Femsa position peaked at $5.24K in Q3 2025.
  • 256 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.