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Burt Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History

Burt Wealth 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
Q1 		– Sell
-100
Closed -$5K – 234
2020
Q4 		$5K Hold
100
– – ﹤0.01% 315
2020
Q3 		$4K Hold
100
– – ﹤0.01% 322
2020
Q2 		$4K Hold
100
– – ﹤0.01% 305
2020
Q1 		$4K Buy
+100
New +$5.63K ﹤0.01% 323

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Burt Wealth Advisors's KOF Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Coca-Cola Femsa (KOF) in Q1 2021, closing a stake of 100 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in KOF in Q1 2020 and held it in 4 quarters. The position peaked at $5K in Q4 2020. 122 funds tracked by Wall St. Rank hold KOF as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Coca-Cola Femsa position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 100 Coca-Cola Femsa shares in Q1 2021, an estimated $5K.
  • Burt Wealth Advisors first reported a position in Coca-Cola Femsa in Q1 2020 and held it in 4 quarters.
  • Burt Wealth Advisors's Coca-Cola Femsa position peaked at $5K in Q4 2020.
  • 122 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.