Centerpoint Advisors’s Coca-Cola Femsa KOF Stock Holding History

Centerpoint 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	-1,115	Closed	-$96K	–	481
2024 Q2	$96K	Buy	1,115 +9	+0.8%	+$843	0.03%	131
2024 Q1	$107K	Hold	1,106	–	–	0.04%	118
2023 Q4	$105K	Buy	1,106 +19	+2%	+$1.58K	0.04%	110
2023 Q3	$85K	Hold	1,087	–	–	0.04%	127
2023 Q2	$91K	Buy	1,087 +18	+2%	+$1.54K	0.04%	129
2023 Q1	$86K	Hold	1,069	–	–	0.04%	132
2022 Q4	$73K	Buy	1,069 +19	+2%	+$1.24K	0.03%	127
2022 Q3	$61K	Hold	1,050	–	–	0.03%	126
2022 Q2	$58K	Buy	1,050 +24	+2%	+$1.34K	0.03%	131
2022 Q1	$56K	Hold	1,026	–	–	0.03%	140
2021 Q4	$56K	Buy	+1,026	New	+$54.5K	0.02%	128

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

Centerpoint Advisors's KOF Position: Q3 2024 in Review

Centerpoint Advisors sold out of Coca-Cola Femsa (KOF) in Q3 2024, closing a stake of 1,115 shares — an estimated $96K sold.

Centerpoint Advisors first reported a position in KOF in Q4 2021 and held it in 11 quarters. The position peaked at $107K in Q1 2024. 235 funds tracked by Wall St. Rank hold KOF as of Q3 2024.

Centerpoint Advisors reported no remaining Coca-Cola Femsa position as of Q3 2024 after selling out during the quarter.
Centerpoint Advisors sold 1,115 Coca-Cola Femsa shares in Q3 2024, an estimated $96K.
Centerpoint Advisors first reported a position in Coca-Cola Femsa in Q4 2021 and held it in 11 quarters.
Centerpoint Advisors's Coca-Cola Femsa position peaked at $107K in Q1 2024.
235 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2024.

Based on Centerpoint Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.