Belpointe Asset Management’s Coca-Cola Femsa KOF Stock Holding History

Belpointe Asset 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 Q2	–	Sell	-573	Closed	-$46.1K	–	2075
2023 Q1	$46.1K	Hold	573	–	–	﹤0.01%	1746
2022 Q4	$38.9K	Buy	+573	New	+$37.3K	﹤0.01%	1760

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

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

SCP

Seafarer Capital Partners Larkspur, California $436M AUM 42.05% 1-Year Est. Return

Belpointe Asset Management's KOF Position: Q2 2023 in Review

Belpointe Asset Management sold out of Coca-Cola Femsa (KOF) in Q2 2023, closing a stake of 573 shares — an estimated $46.1K sold.

Belpointe Asset Management first reported a position in KOF in Q4 2022 and held it in 2 quarters. The position peaked at $46.1K in Q1 2023. 230 funds tracked by Wall St. Rank hold KOF as of Q2 2023.

Belpointe Asset Management reported no remaining Coca-Cola Femsa position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 573 Coca-Cola Femsa shares in Q2 2023, an estimated $46.1K.
Belpointe Asset Management first reported a position in Coca-Cola Femsa in Q4 2022 and held it in 2 quarters.
Belpointe Asset Management's Coca-Cola Femsa position peaked at $46.1K in Q1 2023.
230 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.