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Capital Wealth Planning’s Coca-Cola Femsa KOF Stock Holding History

Capital Wealth Planning’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
2025
Q1 		– Sell
-18,836
Closed -$1.47M – 153
2024
Q4 		$1.47M Sell
18,836
-3,318
-15% -$273K 0.01% 86
2024
Q3 		$1.97M Buy
22,154
+1,586
+8% +$139K 0.02% 77
2024
Q2 		$1.77M Buy
20,568
+445
+2% +$41.7K 0.02% 77
2024
Q1 		$1.96M Buy
20,123
+1,869
+10% +$179K 0.02% 66
2023
Q4 		$1.73M Buy
18,254
+2,300
+14% +$192K 0.02% 62
2023
Q3 		$1.25M Buy
15,954
+7,843
+97% +$649K 0.02% 51
2023
Q2 		$676K Sell
8,111
-3,253
-29% -$279K 0.01% 73
2023
Q1 		$914K Buy
+11,364
New +$835K 0.01% 54

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
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Capital Wealth Planning's KOF Position: Q1 2025 in Review

Capital Wealth Planning sold out of Coca-Cola Femsa (KOF) in Q1 2025, closing a stake of 18,836 shares — an estimated $1.47M sold.

Capital Wealth Planning first reported a position in KOF in Q1 2023 and held it in 8 quarters. The position peaked at $1.97M in Q3 2024. 248 funds tracked by Wall St. Rank hold KOF as of Q1 2025.

  • Capital Wealth Planning reported no remaining Coca-Cola Femsa position as of Q1 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 18,836 Coca-Cola Femsa shares in Q1 2025, an estimated $1.47M.
  • Capital Wealth Planning first reported a position in Coca-Cola Femsa in Q1 2023 and held it in 8 quarters.
  • Capital Wealth Planning's Coca-Cola Femsa position peaked at $1.97M in Q3 2024.
  • 248 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2025.

Based on Capital Wealth Planning's 13F filing for Q1 2025, filed 12 May 2025.