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 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 $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

SimplyRich's KOF Position: Q1 2026 in Review

SimplyRich reduced its Coca-Cola Femsa (KOF) stake by 1.6% in Q1 2026, selling an estimated $18.1K and leaving 10,590 shares worth $1.03M. The position accounts for 0.26% of the portfolio, ranked #83.

SimplyRich first reported a position in KOF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.12M in Q1 2024. 258 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

SimplyRich held 10,590 shares of Coca-Cola Femsa worth $1.03M as of Q1 2026.
SimplyRich sold 175 Coca-Cola Femsa shares in Q1 2026, an estimated $18.1K.
Coca-Cola Femsa made up 0.26% of SimplyRich's portfolio in Q1 2026, its #83 holding.
SimplyRich first reported a position in Coca-Cola Femsa in Q4 2021 and has held it in 18 quarters since.
SimplyRich's Coca-Cola Femsa position peaked at $1.12M in Q1 2024.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on SimplyRich's 13F filing for Q1 2026, filed 1 May 2026.