Cambridge Investment Research Advisors’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257K | Buy |
+2,659
| New | +$257K | ﹤0.01% | 3110 |
|
|
2024
Q4 | – | Sell |
-2,739
| Closed | -$243K | – | 3543 |
|
|
2024
Q3 | $243K | Sell |
2,739
-26
| -0.9% | -$2.31K | ﹤0.01% | 2989 |
|
|
2024
Q2 | $237K | Sell |
2,765
-403
| -13% | -$34.5K | ﹤0.01% | 2899 |
|
|
2024
Q1 | $308K | Sell |
3,168
-131
| -4% | -$12.7K | ﹤0.01% | 2686 |
|
|
2023
Q4 | $312K | Sell |
3,299
-32
| -1% | -$3.03K | ﹤0.01% | 2566 |
|
|
2023
Q3 | $261K | Sell |
3,331
-56
| -2% | -$4.39K | ﹤0.01% | 2602 |
|
|
2023
Q2 | $282K | Buy |
+3,387
| New | +$282K | ﹤0.01% | 2580 |
|
|
2018
Q1 | – | Sell |
-4,944
| Closed | -$344K | – | 2195 |
|
|
2017
Q4 | $344K | Sell |
4,944
-317
| -6% | -$22.1K | ﹤0.01% | 1562 |
|
|
2017
Q3 | $406K | Hold |
5,261
| – | – | 0.01% | 1364 |
|
|
2017
Q2 | $445K | Hold |
5,261
| – | – | 0.01% | 1269 |
|
|
2017
Q1 | $377K | Buy |
+5,261
| New | +$377K | 0.01% | 1224 |
|