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

Cetera 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
Q1 		$505K Buy
5,196
+1,987
+62% +$190K ﹤0.01% 1594
2023
Q4 		$304K Sell
3,209
-17
-0.5% -$1.42K ﹤0.01% 1417
2023
Q3 		$253K Sell
3,226
-4,290
-57% -$355K ﹤0.01% 1414
2023
Q2 		$626K Buy
7,516
+4,076
+118% +$349K 0.01% 936
2023
Q1 		$277K Buy
+3,440
New +$253K ﹤0.01% 1326

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Cetera Advisors's KOF Position: Q1 2024 in Review

Cetera Advisors increased its Coca-Cola Femsa (KOF) stake by 62% in Q1 2024, buying an estimated $190K and bringing the position to 5,196 shares worth $505K. The position accounts for ﹤0.01% of the portfolio, ranked #1594.

Cetera Advisors first reported a position in KOF in Q1 2023 and has held it in 5 quarters since. The position peaked at $626K in Q2 2023. 267 funds tracked by Wall St. Rank hold KOF as of Q1 2024.

  • Cetera Advisors held 5,196 shares of Coca-Cola Femsa worth $505K as of Q1 2024.
  • Cetera Advisors bought 1,987 Coca-Cola Femsa shares in Q1 2024, an estimated $190K.
  • Coca-Cola Femsa made up ﹤0.01% of Cetera Advisors's portfolio in Q1 2024, its #1594 holding.
  • Cetera Advisors first reported a position in Coca-Cola Femsa in Q1 2023 and has held it in 5 quarters since.
  • Cetera Advisors's Coca-Cola Femsa position peaked at $626K in Q2 2023.
  • 267 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.