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Beverly Hills Private Wealth’s Coca-Cola Femsa KOF Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-2,234
Closed -$217K – 359
2024
Q1 		$217K Sell
2,234
-3,299
-60% -$316K 0.05% 331
2023
Q4 		$524K Sell
5,533
-286
-5% -$23.8K 0.14% 160
2023
Q3 		$456K Sell
5,819
-6,147
-51% -$508K 0.14% 159
2023
Q2 		$970K Buy
11,966
+4,989
+72% +$427K 0.16% 144
2023
Q1 		$561K Buy
+6,977
New +$513K 0.17% 132

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Beverly Hills Private Wealth's KOF Position: Q2 2024 in Review

Beverly Hills Private Wealth sold out of Coca-Cola Femsa (KOF) in Q2 2024, closing a stake of 2,234 shares — an estimated $217K sold.

Beverly Hills Private Wealth first reported a position in KOF in Q1 2023 and held it in 5 quarters. The position peaked at $970K in Q2 2023. 258 funds tracked by Wall St. Rank hold KOF as of Q2 2024.

  • Beverly Hills Private Wealth reported no remaining Coca-Cola Femsa position as of Q2 2024 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 2,234 Coca-Cola Femsa shares in Q2 2024, an estimated $217K.
  • Beverly Hills Private Wealth first reported a position in Coca-Cola Femsa in Q1 2023 and held it in 5 quarters.
  • Beverly Hills Private Wealth's Coca-Cola Femsa position peaked at $970K in Q2 2023.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2024.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2024, filed 8 Aug 2024.