Arkadios Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History

Arkadios Wealth 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
2021 Q4	–	Sell	-266	Closed	-$14K	–	1230
2021 Q3	$14K	Hold	266	–	–	﹤0.01%	1346
2021 Q2	$14K	Buy	+266	New	+$13.1K	﹤0.01%	1426

Other funds holding KOF

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 New York $63.9B AUM 45.56% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

SCP

Seafarer Capital Partners Larkspur, California $436M AUM 42.05% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Arkadios Wealth Advisors's KOF Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Coca-Cola Femsa (KOF) in Q4 2021, closing a stake of 266 shares — an estimated $14K sold.

Arkadios Wealth Advisors first reported a position in KOF in Q2 2021 and held it in 2 quarters. The position peaked at $14K in Q3 2021. 152 funds tracked by Wall St. Rank hold KOF as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Coca-Cola Femsa position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 266 Coca-Cola Femsa shares in Q4 2021, an estimated $14K.
Arkadios Wealth Advisors first reported a position in Coca-Cola Femsa in Q2 2021 and held it in 2 quarters.
Arkadios Wealth Advisors's Coca-Cola Femsa position peaked at $14K in Q3 2021.
152 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.