B. Riley Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History

B. Riley 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
2024 Q2	–	Sell	-4,395	Closed	-$345K	–	1511
2024 Q1	$345K	Sell	4,395 -286	-6%	-$27.4K	0.01%	976
2023 Q4	$443K	Buy	4,681 +286	+7%	+$23.8K	0.01%	873
2023 Q3	$345K	Sell	4,395 -2,136	-33%	-$177K	0.01%	976
2023 Q2	$544K	Buy	+6,531	New	+$559K	0.01%	807
2015 Q1	–	Sell	-1,500	Closed	-$130	–	1327
2014 Q4	$130	Buy	+1,500	New	+$146K	﹤0.01%	1581
2014 Q3	–	Sell	-1,500	Closed	-$170K	–	1320
2014 Q2	$170K	Hold	1,500	–	–	0.04%	504
2014 Q1	$158K	Hold	1,500	–	–	0.05%	463
2013 Q4	$183K	Hold	1,500	–	–	0.06%	371
2013 Q3	$189K	Hold	1,500	–	–	0.06%	352
2013 Q2	$210K	Buy	+1,500	New	+$234K	0.07%	308

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

FWIA

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

B. Riley Wealth Advisors's KOF Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Coca-Cola Femsa (KOF) in Q2 2024, closing a stake of 4,395 shares — an estimated $345K sold.

B. Riley Wealth Advisors first reported a position in KOF in Q2 2013 and held it in 10 quarters. The position peaked at $544K in Q2 2023. 258 funds tracked by Wall St. Rank hold KOF as of Q2 2024.

B. Riley Wealth Advisors reported no remaining Coca-Cola Femsa position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 4,395 Coca-Cola Femsa shares in Q2 2024, an estimated $345K.
B. Riley Wealth Advisors first reported a position in Coca-Cola Femsa in Q2 2013 and held it in 10 quarters.
B. Riley Wealth Advisors's Coca-Cola Femsa position peaked at $544K in Q2 2023.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.