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Avior Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

Avior Wealth 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
2025
Q1 		– Sell
-391
Closed -$30.5K – 1608
2024
Q4 		$30.5K Hold
391
– – ﹤0.01% 1309
2024
Q3 		$34.7K Hold
391
– – ﹤0.01% 1249
2024
Q2 		$33.6K Sell
391
-41
-9% -$3.84K ﹤0.01% 1232
2024
Q1 		$42K Buy
+432
New +$41.3K ﹤0.01% 1294
2020
Q4 		– Sell
-150
Closed -$6K – 1036
2020
Q3 		$6K Buy
+150
New +$6.3K ﹤0.01% 736

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Avior Wealth Management's KOF Position: Q1 2025 in Review

Avior Wealth Management sold out of Coca-Cola Femsa (KOF) in Q1 2025, closing a stake of 391 shares — an estimated $30.5K sold.

Avior Wealth Management first reported a position in KOF in Q3 2020 and held it in 5 quarters. The position peaked at $42K in Q1 2024. 248 funds tracked by Wall St. Rank hold KOF as of Q1 2025.

  • Avior Wealth Management reported no remaining Coca-Cola Femsa position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 391 Coca-Cola Femsa shares in Q1 2025, an estimated $30.5K.
  • Avior Wealth Management first reported a position in Coca-Cola Femsa in Q3 2020 and held it in 5 quarters.
  • Avior Wealth Management's Coca-Cola Femsa position peaked at $42K in Q1 2024.
  • 248 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.