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ALPS Advisors’s Coca-Cola Femsa KOF Stock Holding History

ALPS Advisors’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
2023
Q4 		– Sell
-7,361
Closed -$577K – 992
2023
Q3 		$577K Buy
7,361
+722
+11% +$59.7K ﹤0.01% 577
2023
Q2 		$553K Sell
6,639
-920
-12% -$78.8K ﹤0.01% 595
2023
Q1 		$608K Sell
7,559
-711
-9% -$52.2K 0.01% 558
2022
Q4 		$561K Buy
+8,270
New +$538K 0.01% 570
2021
Q4 		– Sell
-9,283
Closed -$522K – 934
2021
Q3 		$522K Sell
9,283
-920
-9% -$51.5K 0.01% 493
2021
Q2 		$540K Buy
10,203
+445
+5% +$21.9K ﹤0.01% 507
2021
Q1 		$451K Sell
9,758
-40
-0.4% -$1.83K ﹤0.01% 503
2020
Q4 		$452K Sell
9,798
-556
-5% -$24.2K 0.01% 514
2020
Q3 		$422K Buy
10,354
+1,330
+15% +$55.9K 0.01% 483
2020
Q2 		$396K Buy
9,024
+788
+10% +$33.2K 0.01% 489
2020
Q1 		$331K Sell
8,236
-1,564
-16% -$88.1K 0.01% 484
2019
Q4 		$594K Buy
+9,800
New +$577K ﹤0.01% 487

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

ALPS Advisors's KOF Position: Q4 2023 in Review

ALPS Advisors sold out of Coca-Cola Femsa (KOF) in Q4 2023, closing a stake of 7,361 shares — an estimated $577K sold.

ALPS Advisors first reported a position in KOF in Q4 2019 and held it in 12 quarters. The position peaked at $608K in Q1 2023. 249 funds tracked by Wall St. Rank hold KOF as of Q4 2023.

  • ALPS Advisors reported no remaining Coca-Cola Femsa position as of Q4 2023 after selling out during the quarter.
  • ALPS Advisors sold 7,361 Coca-Cola Femsa shares in Q4 2023, an estimated $577K.
  • ALPS Advisors first reported a position in Coca-Cola Femsa in Q4 2019 and held it in 12 quarters.
  • ALPS Advisors's Coca-Cola Femsa position peaked at $608K in Q1 2023.
  • 249 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2023.

Based on ALPS Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.