Aubrey Capital Management’s Coca-Cola Femsa KOF Stock Holding History

Aubrey Capital Management’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	-129,741	Closed	-$10.1M	–	67
2023 Q3	$10.1M	Buy	129,741 +2,000	+2%	+$165K	5.8%	7
2023 Q2	$10.6M	Buy	127,741 +17,741	+16%	+$1.52M	6.98%	5
2023 Q1	$8.85M	Buy	+110,000	New	+$8.08M	5.13%	6

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Aubrey Capital Management's KOF Position: Q4 2023 in Review

Aubrey Capital Management sold out of Coca-Cola Femsa (KOF) in Q4 2023, closing a stake of 129,741 shares — an estimated $10.1M sold.

Aubrey Capital Management first reported a position in KOF in Q1 2023 and held it in 3 quarters. The position peaked at $10.6M in Q2 2023. 249 funds tracked by Wall St. Rank hold KOF as of Q4 2023.

Aubrey Capital Management reported no remaining Coca-Cola Femsa position as of Q4 2023 after selling out during the quarter.
Aubrey Capital Management sold 129,741 Coca-Cola Femsa shares in Q4 2023, an estimated $10.1M.
Aubrey Capital Management first reported a position in Coca-Cola Femsa in Q1 2023 and held it in 3 quarters.
Aubrey Capital Management's Coca-Cola Femsa position peaked at $10.6M in Q2 2023.
249 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2023.

Based on Aubrey Capital Management's 13F filing for Q4 2023, filed 5 Feb 2024.