CI Investments Inc
KOF icon

CI Investments Inc’s Coca-Cola Femsa KOF Stock Holding History

CI Investments Inc’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
-169,479
Closed -$14.5M – 1287
2024
Q2 		$14.5M Sell
169,479
-6,661
-4% -$624K 0.06% 191
2024
Q1 		$17.1M Sell
176,140
-2,855
-2% -$273K 0.07% 188
2023
Q4 		$16.9M Buy
178,995
+1,329
+0.7% +$111K 0.09% 180
2023
Q3 		$13.9M Buy
177,666
+21,532
+14% +$1.78M 0.08% 186
2023
Q2 		$13M Sell
156,134
-2,153
-1% -$184K 0.07% 198
2023
Q1 		$12.7M Buy
158,287
+4,259
+3% +$313K 0.06% 210
2022
Q4 		$10.5M Buy
154,028
+14,843
+11% +$966K 0.05% 221
2022
Q3 		$8.13M Buy
139,185
+15,976
+13% +$952K 0.04% 251
2022
Q2 		$6.81M Buy
+123,209
New +$6.91M 0.03% 263
2015
Q1 		– Sell
-140,290
Closed -$12.1M – 185
2014
Q4 		$12.1M Sell
140,290
-5,300
-4% -$515K 0.14% 104
2014
Q3 		$14.7M Sell
145,590
-2,000
-1% -$219K 0.15% 101
2014
Q2 		$16.8M Buy
147,590
+19,900
+16% +$2.24M 0.17% 98
2014
Q1 		$13.5M Buy
127,690
+22,100
+21% +$2.31M 0.14% 112
2013
Q4 		$12.9M Buy
105,590
+8,600
+9% +$1.03M 0.14% 101
2013
Q3 		$12.2M Buy
96,990
+5,800
+6% +$797K 0.14% 102
2013
Q2 		$12.8M Buy
+91,190
New +$14.2M 0.14% 104

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

CI Investments Inc's KOF Position: Q3 2024 in Review

CI Investments Inc sold out of Coca-Cola Femsa (KOF) in Q3 2024, closing a stake of 169,479 shares — an estimated $14.5M sold.

CI Investments Inc first reported a position in KOF in Q2 2013 and held it in 16 quarters. The position peaked at $17.1M in Q1 2024. 235 funds tracked by Wall St. Rank hold KOF as of Q3 2024.

  • CI Investments Inc reported no remaining Coca-Cola Femsa position as of Q3 2024 after selling out during the quarter.
  • CI Investments Inc sold 169,479 Coca-Cola Femsa shares in Q3 2024, an estimated $14.5M.
  • CI Investments Inc first reported a position in Coca-Cola Femsa in Q2 2013 and held it in 16 quarters.
  • CI Investments Inc's Coca-Cola Femsa position peaked at $17.1M in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2024.

Based on CI Investments Inc's 13F filing for Q3 2024, filed 12 Nov 2024.