BSW Wealth Partners’s Coca-Cola Femsa KOF Stock Holding History

BSW Wealth Partners’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 Q4	–	Sell	-2,556	Closed	-$227K	–	323
2024 Q3	$227K	Buy	2,556 +82	+3%	+$7.17K	0.03%	272
2024 Q2	$212K	Sell	2,474 -249	-9%	-$23.3K	0.03%	270
2024 Q1	$265K	Sell	2,723 -1,166	-30%	-$112K	0.04%	238
2023 Q4	$368K	Buy	3,889 +79	+2%	+$6.58K	0.07%	164
2023 Q3	$299K	Sell	3,810 -461	-11%	-$38.1K	0.07%	177
2023 Q2	$356K	Sell	4,271 -119	-3%	-$10.2K	0.07%	158
2023 Q1	$353K	Buy	4,390 +1,176	+37%	+$86.4K	0.07%	196
2022 Q4	$218K	Buy	+3,214	New	+$209K	0.05%	265
2022 Q2	–	Sell	-3,967	Closed	-$218K	–	298
2022 Q1	$218K	Buy	+3,967	New	+$212K	0.06%	263

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

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

BSW Wealth Partners's KOF Position: Q4 2024 in Review

BSW Wealth Partners sold out of Coca-Cola Femsa (KOF) in Q4 2024, closing a stake of 2,556 shares — an estimated $227K sold.

BSW Wealth Partners first reported a position in KOF in Q1 2022 and held it in 9 quarters. The position peaked at $368K in Q4 2023. 232 funds tracked by Wall St. Rank hold KOF as of Q4 2024.

BSW Wealth Partners reported no remaining Coca-Cola Femsa position as of Q4 2024 after selling out during the quarter.
BSW Wealth Partners sold 2,556 Coca-Cola Femsa shares in Q4 2024, an estimated $227K.
BSW Wealth Partners first reported a position in Coca-Cola Femsa in Q1 2022 and held it in 9 quarters.
BSW Wealth Partners's Coca-Cola Femsa position peaked at $368K in Q4 2023.
232 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2024.

Based on BSW Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.