James T. Borello RIA’s Coca-Cola Femsa KOF Stock Holding History

James T. Borello RIA’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	$445K	Hold	4,120	–	–	0.09%	75
2026 Q2	$438K	Hold	4,120	–	–	0.09%	71
2026 Q1	$402K	Hold	4,120	–	–	0.1%	72
2025 Q4	$390K	Hold	4,120	–	–	0.1%	69
2025 Q3	$342K	Hold	4,120	–	–	0.09%	68
2025 Q2	$399K	Hold	4,120	–	–	0.12%	61
2025 Q1	$376K	Hold	4,120	–	–	0.12%	62
2024 Q4	$321K	Hold	4,120	–	–	0.12%	61
2024 Q3	$366K	Hold	4,120	–	–	0.15%	58
2024 Q2	$354K	Hold	4,120	–	–	0.16%	54
2024 Q1	$400K	Buy	+4,120	New	+$394K	0.18%	46

Other funds holding KOF

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

MCP

Martin Capital Partners Eugene, Oregon $279M AUM 18.87% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return

Capital Advisors Wealth Management Yakima, Washington $888M AUM 16.06% 1-Year Est. Return

SIM

Sterling Investment Management Tucson, Arizona $184M AUM 5.63% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return

FIC

FCG Investment Company Germantown, Tennessee $304M AUM

VisionPoint Advisory Group Dallas, Texas $636M AUM 21.4% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return

James T. Borello RIA's KOF Position: Q3 2026 in Review

James T. Borello RIA held its Coca-Cola Femsa (KOF) position steady in Q3 2026 at 4,120 shares worth $445K. The position accounts for 0.09% of the portfolio, ranked #75.

James T. Borello RIA first reported a position in KOF in Q1 2024 and has held it in 11 quarters since. 29 funds tracked by Wall St. Rank hold KOF as of Q3 2026.

James T. Borello RIA held 4,120 shares of Coca-Cola Femsa worth $445K as of Q3 2026.
James T. Borello RIA left its Coca-Cola Femsa share count unchanged in Q3 2026.
Coca-Cola Femsa made up 0.09% of James T. Borello RIA's portfolio in Q3 2026, its #75 holding.
James T. Borello RIA first reported a position in Coca-Cola Femsa in Q1 2024 and has held it in 11 quarters since.
29 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.