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

BerganKDV 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
2022
Q1 		– Sell
-187
Closed -$10K – 1047
2021
Q4 		$10K Buy
+187
New +$9.93K ﹤0.01% 659

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SCP
Seafarer Capital Partners Larkspur, California $436M AUM 42.05% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

BerganKDV Wealth Management's KOF Position: Q1 2022 in Review

BerganKDV Wealth Management sold out of Coca-Cola Femsa (KOF) in Q1 2022, closing a stake of 187 shares — an estimated $10K sold.

BerganKDV Wealth Management first reported a position in KOF in Q4 2021 and held it in 1 quarter. The position peaked at $10K in Q4 2021. 138 funds tracked by Wall St. Rank hold KOF as of Q1 2022.

  • BerganKDV Wealth Management reported no remaining Coca-Cola Femsa position as of Q1 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 187 Coca-Cola Femsa shares in Q1 2022, an estimated $10K.
  • BerganKDV Wealth Management first reported a position in Coca-Cola Femsa in Q4 2021 and held it in 1 quarter.
  • BerganKDV Wealth Management's Coca-Cola Femsa position peaked at $10K in Q4 2021.
  • 138 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2022.

Based on BerganKDV Wealth Management's 13F filing for Q1 2022, filed 9 May 2022.