Bristlecone Advisors’s Coca-Cola Femsa KOF Stock Holding History

Bristlecone 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
2023 Q2	–	Sell	-9,075	Closed	-$730K	–	310
2023 Q1	$730K	Sell	9,075 -282	-3%	-$20.7K	0.08%	145
2022 Q4	$635K	Sell	9,357 -69	-0.7%	-$4.49K	0.08%	155
2022 Q3	$550K	Buy	9,426 +105	+1%	+$6.26K	0.07%	156
2022 Q2	$515K	Buy	9,321 +5,270	+130%	+$295K	0.06%	165
2022 Q1	$223K	Buy	+4,051	New	+$216K	0.03%	220

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SCP

Seafarer Capital Partners Larkspur, California $436M AUM 42.05% 1-Year Est. Return

Bristlecone Advisors's KOF Position: Q2 2023 in Review

Bristlecone Advisors sold out of Coca-Cola Femsa (KOF) in Q2 2023, closing a stake of 9,075 shares — an estimated $730K sold.

Bristlecone Advisors first reported a position in KOF in Q1 2022 and held it in 5 quarters. The position peaked at $730K in Q1 2023. 230 funds tracked by Wall St. Rank hold KOF as of Q2 2023.

Bristlecone Advisors reported no remaining Coca-Cola Femsa position as of Q2 2023 after selling out during the quarter.
Bristlecone Advisors sold 9,075 Coca-Cola Femsa shares in Q2 2023, an estimated $730K.
Bristlecone Advisors first reported a position in Coca-Cola Femsa in Q1 2022 and held it in 5 quarters.
Bristlecone Advisors's Coca-Cola Femsa position peaked at $730K in Q1 2023.
230 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2023.

Based on Bristlecone Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.