Avalon Trust’s Coca-Cola Femsa KOF Stock Holding History

Avalon Trust’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
2024 Q4	–	Sell	-52	Closed	-$4.61K	–	431
2024 Q3	$4.61K	Sell	52 -154	-75%	-$13.5K	﹤0.01%	299
2024 Q2	$17.7K	Hold	206	–	–	﹤0.01%	269
2024 Q1	$20K	Hold	206	–	–	﹤0.01%	271
2023 Q4	$19.5K	Buy	+206	New	+$17.2K	﹤0.01%	266

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

FWIA

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

Avalon Trust's KOF Position: Q4 2024 in Review

Avalon Trust sold out of Coca-Cola Femsa (KOF) in Q4 2024, closing a stake of 52 shares — an estimated $4.61K sold.

Avalon Trust first reported a position in KOF in Q4 2023 and held it in 4 quarters. The position peaked at $20K in Q1 2024. 232 funds tracked by Wall St. Rank hold KOF as of Q4 2024.

Avalon Trust reported no remaining Coca-Cola Femsa position as of Q4 2024 after selling out during the quarter.
Avalon Trust sold 52 Coca-Cola Femsa shares in Q4 2024, an estimated $4.61K.
Avalon Trust first reported a position in Coca-Cola Femsa in Q4 2023 and held it in 4 quarters.
Avalon Trust's Coca-Cola Femsa position peaked at $20K in Q1 2024.
232 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2024.

Based on Avalon Trust's 13F filing for Q4 2024, filed 10 Feb 2025.