Berman Capital Advisors’s Coca-Cola Femsa KOF Stock Holding History

Berman Capital 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
2020 Q3	–	Sell	-31	Closed	-$1K	–	1695
2020 Q2	$1K	Sell	31 -43	-58%	-$1.81K	﹤0.01%	1444
2020 Q1	$3K	Buy	74 +60	+429%	+$3.38K	﹤0.01%	1037
2019 Q4	$0	Buy	14 +1	+8%	+$59	﹤0.01%	1504
2019 Q3	$0	Hold	13	–	–	﹤0.01%	1513
2019 Q2	$0	Hold	13	–	–	﹤0.01%	1532
2019 Q1	$0	Hold	13	–	–	﹤0.01%	1409
2018 Q4	$0	Buy	+13	New	+$787	﹤0.01%	1190

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PGEBT

Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Berman Capital Advisors's KOF Position: Q3 2020 in Review

Berman Capital Advisors sold out of Coca-Cola Femsa (KOF) in Q3 2020, closing a stake of 31 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in KOF in Q4 2018 and held it in 7 quarters. The position peaked at $3K in Q1 2020. 115 funds tracked by Wall St. Rank hold KOF as of Q3 2020.

Berman Capital Advisors reported no remaining Coca-Cola Femsa position as of Q3 2020 after selling out during the quarter.
Berman Capital Advisors sold 31 Coca-Cola Femsa shares in Q3 2020, an estimated $1K.
Berman Capital Advisors first reported a position in Coca-Cola Femsa in Q4 2018 and held it in 7 quarters.
Berman Capital Advisors's Coca-Cola Femsa position peaked at $3K in Q1 2020.
115 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.