Cerity Partners’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
Q2 | $548K | Sell |
5,660
-1,920
| -25% | -$186K | ﹤0.01% | 1808 |
|
|
2025
Q1 | $692K | Buy |
7,580
+4,419
| +140% | +$403K | ﹤0.01% | 1589 |
|
|
2024
Q4 | $253K | Buy |
3,161
+456
| +17% | +$36.4K | ﹤0.01% | 2118 |
|
|
2024
Q3 | $240K | Buy |
+2,705
| New | +$240K | ﹤0.01% | 2212 |
|
|
2024
Q2 | – | Sell |
-2,747
| Closed | -$267K | – | 2316 |
|
|
2024
Q1 | $267K | Buy |
2,747
+375
| +16% | +$36.5K | ﹤0.01% | 1930 |
|
|
2023
Q4 | $224K | Buy |
+2,372
| New | +$224K | ﹤0.01% | 1664 |
|