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Advisor Group’s Coca-Cola Femsa KOF Stock Holding History

Advisor Group’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
2019
Q4 		$32K Buy
538
+226
+72% +$13.3K ﹤0.01% 3697
2019
Q3 		$19K Buy
312
+306
+5,100% +$18.6K ﹤0.01% 3989
2019
Q2 		$0 Hold
6
– – ﹤0.01% 5297
2019
Q1 		$0 Buy
+6
New +$376 ﹤0.01% 5270
2018
Q3 		– Sell
-4
Closed – – 5158
2018
Q2 		$0 Hold
4
– – ﹤0.01% 4985
2018
Q1 		$0 Sell
4
-25
-86% -$1.78K ﹤0.01% 5011
2017
Q4 		$2K Sell
29
-192
-87% -$13.4K ﹤0.01% 4686
2017
Q3 		$17K Buy
221
+11
+5% +$916 ﹤0.01% 3650
2017
Q2 		$18K Buy
210
+47
+29% +$3.67K ﹤0.01% 3560
2017
Q1 		$12K Buy
163
+130
+394% +$8.52K ﹤0.01% 3684
2016
Q4 		$2K Hold
33
– – ﹤0.01% 4225
2016
Q3 		$2K Hold
33
– – ﹤0.01% 4168
2016
Q2 		$2K Buy
+33
New +$2.7K ﹤0.01% 4098

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Advisor Group's KOF Position: Q4 2019 in Review

Advisor Group increased its Coca-Cola Femsa (KOF) stake by 72% in Q4 2019, buying an estimated $13.3K and bringing the position to 538 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #3697.

Advisor Group first reported a position in KOF in Q2 2016 and has held it in 13 quarters since. 115 funds tracked by Wall St. Rank hold KOF as of Q4 2019.

  • Advisor Group held 538 shares of Coca-Cola Femsa worth $32K as of Q4 2019.
  • Advisor Group bought 226 Coca-Cola Femsa shares in Q4 2019, an estimated $13.3K.
  • Coca-Cola Femsa made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3697 holding.
  • Advisor Group first reported a position in Coca-Cola Femsa in Q2 2016 and has held it in 13 quarters since.
  • 115 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.