Caprock Group’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
Q1 | $1.02M | Buy |
11,190
+217
| +2% | +$19.8K | 0.03% | 460 |
|
2024
Q4 | $855K | Buy |
+10,973
| New | +$855K | 0.03% | 463 |
|
2024
Q3 | – | Sell |
-12,652
| Closed | -$1.09M | – | 945 |
|
2024
Q2 | $1.09M | Buy |
12,652
+9,251
| +272% | +$794K | 0.04% | 342 |
|
2024
Q1 | $331K | Buy |
3,401
+363
| +12% | +$35.3K | 0.02% | 526 |
|
2023
Q4 | $288K | Sell |
3,038
-195
| -6% | -$18.5K | 0.02% | 544 |
|
2023
Q3 | $254K | Sell |
3,233
-913
| -22% | -$71.6K | 0.02% | 544 |
|
2023
Q2 | $345K | Sell |
4,146
-94
| -2% | -$7.83K | 0.03% | 465 |
|
2023
Q1 | $341K | Buy |
4,240
+581
| +16% | +$46.8K | 0.03% | 456 |
|
2022
Q4 | $248K | Buy |
+3,659
| New | +$248K | 0.02% | 451 |
|