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

Aperio 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
2020
Q4 		$4.17M Buy
90,493
+13,928
+18% +$606K 0.01% 902
2020
Q3 		$3.12M Sell
76,565
-2,808
-4% -$118K 0.01% 916
2020
Q2 		$3.48M Sell
79,373
-9,717
-11% -$409K 0.01% 873
2020
Q1 		$3.58M Buy
89,090
+28,201
+46% +$1.59M 0.02% 779
2019
Q4 		$3.69M Sell
60,889
-750
-1% -$44.1K 0.01% 850
2019
Q3 		$3.74M Sell
61,639
-10,286
-14% -$624K 0.01% 818
2019
Q2 		$4.47M Buy
71,925
+10,239
+17% +$656K 0.02% 749
2019
Q1 		$4.07M Buy
61,686
+12,595
+26% +$790K 0.02% 760
2018
Q4 		$2.99M Sell
49,091
-4,450
-8% -$269K 0.02% 824
2018
Q3 		$3.28M Sell
53,541
-4,580
-8% -$279K 0.01% 829
2018
Q2 		$3.28M Sell
58,121
-4,742
-8% -$290K 0.02% 809
2018
Q1 		$4.18M Buy
62,863
+7,845
+14% +$559K 0.02% 721
2017
Q4 		$3.83M Sell
55,018
-12,131
-18% -$847K 0.02% 735
2017
Q3 		$5.18M Buy
67,149
+8,294
+14% +$691K 0.03% 595
2017
Q2 		$4.98M Buy
58,855
+4,654
+9% +$363K 0.03% 578
2017
Q1 		$3.89M Buy
54,201
+5,096
+10% +$334K 0.03% 647
2016
Q4 		$3.12M Buy
49,105
+9,794
+25% +$684K 0.02% 667
2016
Q3 		$2.95M Buy
39,311
+3,547
+10% +$275K 0.02% 705
2016
Q2 		$2.97M Buy
35,764
+3,411
+11% +$279K 0.02% 677
2016
Q1 		$2.69M Sell
32,353
-7,573
-19% -$548K 0.02% 684
2015
Q4 		$2.83M Buy
39,926
+5,715
+17% +$424K 0.03% 637
2015
Q3 		$2.37M Sell
34,211
-1,812
-5% -$133K 0.02% 676
2015
Q2 		$2.86M Buy
36,023
+5,907
+20% +$482K 0.03% 595
2015
Q1 		$2.4M Buy
30,116
+12,498
+71% +$1.05M 0.03% 612
2014
Q4 		$1.52M Buy
17,618
+3,597
+26% +$350K 0.02% 730
2014
Q3 		$1.41M Sell
14,021
-348
-2% -$38.1K 0.02% 725
2014
Q2 		$1.63M Buy
14,369
+2,448
+21% +$276K 0.02% 654
2014
Q1 		$1.26M Buy
+11,921
New +$1.25M 0.02% 888
2013
Q4 		– Sell
-10,261
Closed -$1.23M – 937
2013
Q3 		$1.29M Buy
10,261
+1,716
+20% +$236K 0.02% 756
2013
Q2 		$1.2M Buy
+8,545
New +$1.34M 0.03% 693

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aperio Group's KOF Position: Q4 2020 in Review

Aperio Group increased its Coca-Cola Femsa (KOF) stake by 18% in Q4 2020, buying an estimated $606K and bringing the position to 90,493 shares worth $4.17M. The position accounts for 0.01% of the portfolio, ranked #902.

Aperio Group first reported a position in KOF in Q2 2013 and has held it in 30 quarters since. The position peaked at $5.18M in Q3 2017. 107 funds tracked by Wall St. Rank hold KOF as of Q4 2020.

  • Aperio Group held 90,493 shares of Coca-Cola Femsa worth $4.17M as of Q4 2020.
  • Aperio Group bought 13,928 Coca-Cola Femsa shares in Q4 2020, an estimated $606K.
  • Coca-Cola Femsa made up 0.01% of Aperio Group's portfolio in Q4 2020, its #902 holding.
  • Aperio Group first reported a position in Coca-Cola Femsa in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Coca-Cola Femsa position peaked at $5.18M in Q3 2017.
  • 107 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.