Capstone Investment Advisors
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Capstone Investment Advisors’s Coca-Cola Femsa KOF Stock Holding History

Capstone Investment 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
2024
Q3 		– Sell
-3,877
Closed -$333K – 2074
2024
Q2 		$333K Buy
+3,877
New +$363K ﹤0.01% 1534
2023
Q4 		– Sell
-8,304
Closed -$651K – 2254
2023
Q3 		$651K Buy
+8,304
New +$687K ﹤0.01% 1184

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Capstone Investment Advisors's KOF Position: Q3 2024 in Review

Capstone Investment Advisors sold out of Coca-Cola Femsa (KOF) in Q3 2024, closing a stake of 3,877 shares — an estimated $333K sold.

Capstone Investment Advisors first reported a position in KOF in Q3 2023 and held it in 2 quarters. The position peaked at $651K in Q3 2023. 235 funds tracked by Wall St. Rank hold KOF as of Q3 2024.

  • Capstone Investment Advisors reported no remaining Coca-Cola Femsa position as of Q3 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,877 Coca-Cola Femsa shares in Q3 2024, an estimated $333K.
  • Capstone Investment Advisors first reported a position in Coca-Cola Femsa in Q3 2023 and held it in 2 quarters.
  • Capstone Investment Advisors's Coca-Cola Femsa position peaked at $651K in Q3 2023.
  • 235 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2024.

Based on Capstone Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.