BFEC
KOF icon

Benjamin F. Edwards & Company’s Coca-Cola Femsa KOF Stock Holding History

Benjamin F. Edwards & Company’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 		$4K Hold
51
– – ﹤0.01% 1942
2024
Q1 		$5K Sell
51
-257
-83% -$24.6K ﹤0.01% 1868
2023
Q4 		$29K Buy
+308
New +$25.7K ﹤0.01% 1383
2014
Q1 		– Sell
-11
Closed -$1K – 929
2013
Q4 		$1K Buy
+11
New +$1.32K ﹤0.01% 913

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Benjamin F. Edwards & Company's KOF Position: Q2 2024 in Review

Benjamin F. Edwards & Company held its Coca-Cola Femsa (KOF) position steady in Q2 2024 at 51 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1942.

Benjamin F. Edwards & Company first reported a position in KOF in Q4 2013 and has held it in 4 quarters since. The position peaked at $29K in Q4 2023. 260 funds tracked by Wall St. Rank hold KOF as of Q2 2024.

  • Benjamin F. Edwards & Company held 51 shares of Coca-Cola Femsa worth $4K as of Q2 2024.
  • Benjamin F. Edwards & Company left its Coca-Cola Femsa share count unchanged in Q2 2024.
  • Coca-Cola Femsa made up ﹤0.01% of Benjamin F. Edwards & Company's portfolio in Q2 2024, its #1942 holding.
  • Benjamin F. Edwards & Company first reported a position in Coca-Cola Femsa in Q4 2013 and has held it in 4 quarters since.
  • Benjamin F. Edwards & Company's Coca-Cola Femsa position peaked at $29K in Q4 2023.
  • 260 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2024.

Based on Benjamin F. Edwards & Company's 13F filing for Q2 2024, filed 12 Aug 2024.