ClariVest Asset Management’s Coca-Cola Femsa KOF Stock Holding History

ClariVest Asset Management’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	$2.4K	Hold	28	–	–	﹤0.01%	506
2024 Q2	$2.4K	Hold	28	–	–	﹤0.01%	506
2024 Q1	$2.72K	Hold	28	–	–	﹤0.01%	533
2023 Q4	$2.65K	Hold	28	–	–	﹤0.01%	512
2023 Q3	$2K	Hold	28	–	–	﹤0.01%	509
2023 Q2	$2K	Sell	28 -11	-28%	-$942	﹤0.01%	523
2023 Q1	$3K	Buy	+39	New	+$2.87K	﹤0.01%	529
2014 Q1	–	Sell	-10,800	Closed	-$1.31M	–	625
2013 Q4	$1.31M	Buy	10,800 +700	+7%	+$84.2K	0.06%	199
2013 Q3	$1.27M	Buy	+10,100	New	+$1.39M	0.06%	195

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 $81.4B AUM 40.71% 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

ClariVest Asset Management's KOF Position: Q3 2024 in Review

ClariVest Asset Management held its Coca-Cola Femsa (KOF) position steady in Q3 2024 at 28 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #506.

ClariVest Asset Management first reported a position in KOF in Q3 2013 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2013. 236 funds tracked by Wall St. Rank hold KOF as of Q3 2024.

ClariVest Asset Management held 28 shares of Coca-Cola Femsa worth $2.4K as of Q3 2024.
ClariVest Asset Management left its Coca-Cola Femsa share count unchanged in Q3 2024.
Coca-Cola Femsa made up ﹤0.01% of ClariVest Asset Management's portfolio in Q3 2024, its #506 holding.
ClariVest Asset Management first reported a position in Coca-Cola Femsa in Q3 2013 and has held it in 9 quarters since.
ClariVest Asset Management's Coca-Cola Femsa position peaked at $1.31M in Q4 2013.
236 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2024.

Based on ClariVest Asset Management's 13F filing for Q3 2024, filed 12 Nov 2024.