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Brendel Financial Advisors’s Coca-Cola Femsa KOF Stock Holding History

Brendel Financial 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
2021
Q3 		– Sell
-300
Closed -$16K – 177
2021
Q2 		$16K Buy
+300
New +$14.8K 0.01% 197

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
Macquarie Group
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
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Brendel Financial Advisors's KOF Position: Q3 2021 in Review

Brendel Financial Advisors sold out of Coca-Cola Femsa (KOF) in Q3 2021, closing a stake of 300 shares — an estimated $16K sold.

Brendel Financial Advisors first reported a position in KOF in Q2 2021 and held it in 1 quarter. The position peaked at $16K in Q2 2021. 140 funds tracked by Wall St. Rank hold KOF as of Q3 2021.

  • Brendel Financial Advisors reported no remaining Coca-Cola Femsa position as of Q3 2021 after selling out during the quarter.
  • Brendel Financial Advisors sold 300 Coca-Cola Femsa shares in Q3 2021, an estimated $16K.
  • Brendel Financial Advisors first reported a position in Coca-Cola Femsa in Q2 2021 and held it in 1 quarter.
  • Brendel Financial Advisors's Coca-Cola Femsa position peaked at $16K in Q2 2021.
  • 140 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2021.

Based on Brendel Financial Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.