SimplyRich’s Coca-Cola Femsa KOF Stock Holding History

SimplyRich’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	$1.85M	Buy	33,619 +23,029	+217%	+$2.41M	0.43%	66
2026 Q1	$1.03M	Sell	10,590 -175	-2%	-$18.1K	0.26%	83
2025 Q4	$1.02M	Hold	10,765	–	–	0.27%	80
2025 Q3	$894K	Hold	10,765	–	–	0.24%	89
2025 Q2	$1.04M	Hold	10,765	–	–	0.29%	82
2025 Q1	$982K	Hold	10,765	–	–	0.28%	83
2024 Q4	$838K	Hold	10,765	–	–	0.24%	91
2024 Q3	$955K	Sell	10,765 -713	-6%	-$62.3K	0.27%	90
2024 Q2	$985K	Hold	11,478	–	–	0.31%	75
2024 Q1	$1.12M	Hold	11,478	–	–	0.36%	71
2023 Q4	$1.09M	Hold	11,478	–	–	0.37%	68
2023 Q3	$900K	Hold	11,478	–	–	0.44%	68
2023 Q2	$956K	Hold	11,478	–	–	0.34%	79
2023 Q1	$923K	Hold	11,478	–	–	0.35%	78
2022 Q4	$779K	Sell	11,478 -44	-0.4%	-$2.86K	0.31%	89
2022 Q3	$672K	Buy	11,522 +150	+1%	+$8.94K	0.3%	87
2022 Q2	$628K	Sell	11,372 -25	-0.2%	-$1.4K	0.26%	91
2022 Q1	$626K	Buy	11,397 +42	+0.4%	+$2.24K	0.22%	98
2021 Q4	$622K	Buy	+11,355	New	+$603K	0.21%	106

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

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 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 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) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

SimplyRich's KOF Position: Q2 2026 in Review

SimplyRich increased its Coca-Cola Femsa (KOF) stake by 217% in Q2 2026, buying an estimated $2.41M and bringing the position to 33,619 shares worth $1.85M. The position accounts for 0.43% of the portfolio, ranked #66.

SimplyRich first reported a position in KOF in Q4 2021 and has held it in 19 quarters since. 257 funds tracked by Wall St. Rank hold KOF as of Q2 2026.

SimplyRich held 33,619 shares of Coca-Cola Femsa worth $1.85M as of Q2 2026.
SimplyRich bought 23,029 Coca-Cola Femsa shares in Q2 2026, an estimated $2.41M.
Coca-Cola Femsa made up 0.43% of SimplyRich's portfolio in Q2 2026, its #66 holding.
SimplyRich first reported a position in Coca-Cola Femsa in Q4 2021 and has held it in 19 quarters since.
257 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2026.

Based on SimplyRich's 13F filing for Q2 2026, filed 3 Aug 2026.