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

Claro 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	-3,193	Closed	-$274K	–	523
2024 Q2	$274K	Buy	3,193 +24	+0.8%	+$2.25K	0.04%	342
2024 Q1	$308K	Buy	3,169 +172	+6%	+$16.5K	0.05%	317
2023 Q4	$284K	Buy	2,997 +33	+1%	+$2.75K	0.06%	299
2023 Q3	$232K	Buy	+2,964	New	+$245K	0.06%	321

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

Claro Advisors's KOF Position: Q3 2024 in Review

Claro Advisors sold out of Coca-Cola Femsa (KOF) in Q3 2024, closing a stake of 3,193 shares — an estimated $274K sold.

Claro Advisors first reported a position in KOF in Q3 2023 and held it in 4 quarters. The position peaked at $308K in Q1 2024. 235 funds tracked by Wall St. Rank hold KOF as of Q3 2024.

Claro Advisors reported no remaining Coca-Cola Femsa position as of Q3 2024 after selling out during the quarter.
Claro Advisors sold 3,193 Coca-Cola Femsa shares in Q3 2024, an estimated $274K.
Claro Advisors first reported a position in Coca-Cola Femsa in Q3 2023 and held it in 4 quarters.
Claro Advisors's Coca-Cola Femsa position peaked at $308K in Q1 2024.
235 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2024.

Based on Claro Advisors's 13F filing for Q3 2024, filed 17 Oct 2024.