Center for Financial Planning’s Coca-Cola Femsa KOF Stock Holding History

Center for Financial 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
2020 Q2	–	Sell	-18	Closed	-$1K	–	518
2020 Q1	$1K	Buy	+18	New	+$1.01K	﹤0.01%	536

Other funds holding KOF

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

PGEBT

Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Center for Financial Planning's KOF Position: Q2 2020 in Review

Center for Financial Planning sold out of Coca-Cola Femsa (KOF) in Q2 2020, closing a stake of 18 shares — an estimated $1K sold.

Center for Financial Planning first reported a position in KOF in Q1 2020 and held it in 1 quarter. The position peaked at $1K in Q1 2020. 101 funds tracked by Wall St. Rank hold KOF as of Q2 2020.

Center for Financial Planning reported no remaining Coca-Cola Femsa position as of Q2 2020 after selling out during the quarter.
Center for Financial Planning sold 18 Coca-Cola Femsa shares in Q2 2020, an estimated $1K.
Center for Financial Planning first reported a position in Coca-Cola Femsa in Q1 2020 and held it in 1 quarter.
Center for Financial Planning's Coca-Cola Femsa position peaked at $1K in Q1 2020.
101 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.