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Caldwell Trust’s Coca-Cola Femsa KOF Stock Holding History

Caldwell Trust’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
-248
Closed -$22K – 720
2024
Q3 		$22K Hold
248
– – ﹤0.01% 544
2024
Q2 		$21.3K Hold
248
– – ﹤0.01% 534
2024
Q1 		$24.1K Hold
248
– – ﹤0.01% 540
2023
Q4 		$23.5K Buy
248
+89
+56% +$7.42K ﹤0.01% 534
2023
Q3 		$12.5K Buy
+159
New +$13.1K ﹤0.01% 596

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Macquarie Group
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

Caldwell Trust's KOF Position: Q4 2024 in Review

Caldwell Trust sold out of Coca-Cola Femsa (KOF) in Q4 2024, closing a stake of 248 shares — an estimated $22K sold.

Caldwell Trust first reported a position in KOF in Q3 2023 and held it in 5 quarters. The position peaked at $24.1K in Q1 2024. 232 funds tracked by Wall St. Rank hold KOF as of Q4 2024.

  • Caldwell Trust reported no remaining Coca-Cola Femsa position as of Q4 2024 after selling out during the quarter.
  • Caldwell Trust sold 248 Coca-Cola Femsa shares in Q4 2024, an estimated $22K.
  • Caldwell Trust first reported a position in Coca-Cola Femsa in Q3 2023 and held it in 5 quarters.
  • Caldwell Trust's Coca-Cola Femsa position peaked at $24.1K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2024.

Based on Caldwell Trust's 13F filing for Q4 2024, filed 24 Sep 2025.