Ballentine Partners’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $233K | Buy |
2,413
+173
| +8% | +$16.7K | ﹤0.01% | 808 |
|
|
2025
Q1 | $204K | Buy |
+2,240
| New | +$204K | ﹤0.01% | 799 |
|
|
2024
Q2 | – | Sell |
-2,664
| Closed | -$259K | – | 782 |
|
|
2024
Q1 | $259K | Buy |
2,664
+453
| +20% | +$44K | ﹤0.01% | 590 |
|
|
2023
Q4 | $209K | Buy |
+2,211
| New | +$209K | ﹤0.01% | 607 |
|