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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
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 $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 Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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)
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
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Root Financial Partners's KOF Position: Q1 2026 in Review

Root Financial Partners increased its Coca-Cola Femsa (KOF) stake by 6.7% in Q1 2026, buying an estimated $207 and bringing the position to 32 shares worth $3.12K. The position accounts for ﹤0.01% of the portfolio, ranked #2137.

Root Financial Partners first reported a position in KOF in Q3 2025 and has held it in 3 quarters since. The position peaked at $5.24K in Q3 2025. 260 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

  • Root Financial Partners held 32 shares of Coca-Cola Femsa worth $3.12K as of Q1 2026.
  • Root Financial Partners bought 2 Coca-Cola Femsa shares in Q1 2026, an estimated $207.
  • Coca-Cola Femsa made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2137 holding.
  • Root Financial Partners first reported a position in Coca-Cola Femsa in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Coca-Cola Femsa position peaked at $5.24K in Q3 2025.
  • 260 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.