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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$4.17M Buy
90,493
+13,928
+18% +$642K 0.01% 902
2020
Q3
$3.12M Sell
76,565
-2,808
-4% -$114K 0.01% 916
2020
Q2
$3.48M Sell
79,373
-9,717
-11% -$426K 0.01% 873
2020
Q1
$3.58M Buy
89,090
+28,201
+46% +$1.13M 0.02% 779
2019
Q4
$3.69M Sell
60,889
-750
-1% -$45.5K 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% +$636K 0.02% 749
2019
Q1
$4.07M Buy
61,686
+12,595
+26% +$831K 0.02% 760
2018
Q4
$2.99M Sell
49,091
-4,450
-8% -$271K 0.02% 824
2018
Q3
$3.28M Sell
53,541
-4,580
-8% -$280K 0.01% 829
2018
Q2
$3.28M Sell
58,121
-4,742
-8% -$268K 0.02% 809
2018
Q1
$4.18M Buy
62,863
+7,845
+14% +$521K 0.02% 721
2017
Q4
$3.83M Sell
55,018
-12,131
-18% -$844K 0.02% 735
2017
Q3
$5.18M Buy
67,149
+8,294
+14% +$640K 0.03% 595
2017
Q2
$4.98M Buy
58,855
+4,654
+9% +$394K 0.03% 578
2017
Q1
$3.89M Buy
54,201
+5,096
+10% +$365K 0.03% 647
2016
Q4
$3.12M Buy
49,105
+9,794
+25% +$622K 0.02% 667
2016
Q3
$2.95M Buy
39,311
+3,547
+10% +$266K 0.02% 705
2016
Q2
$2.97M Buy
35,764
+3,411
+11% +$283K 0.02% 677
2016
Q1
$2.69M Sell
32,353
-7,573
-19% -$629K 0.02% 684
2015
Q4
$2.83M Buy
39,926
+5,715
+17% +$405K 0.03% 637
2015
Q3
$2.37M Sell
34,211
-1,812
-5% -$126K 0.02% 676
2015
Q2
$2.86M Buy
36,023
+5,907
+20% +$469K 0.03% 595
2015
Q1
$2.41M Buy
30,116
+12,498
+71% +$998K 0.03% 612
2014
Q4
$1.52M Buy
17,618
+3,597
+26% +$311K 0.02% 730
2014
Q3
$1.41M Sell
14,021
-348
-2% -$35K 0.02% 725
2014
Q2
$1.63M Buy
14,369
+2,448
+21% +$278K 0.02% 654
2014
Q1
$1.26M Buy
+11,921
New +$1.26M 0.02% 888
2013
Q4
Sell
-10,261
Closed -$1.29M 937
2013
Q3
$1.29M Buy
10,261
+1,716
+20% +$216K 0.02% 756
2013
Q2
$1.2M Buy
+8,545
New +$1.2M 0.03% 693