Confluence Investment Management’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $254K | Sell |
2,623
-131
| -5% | -$12.7K | ﹤0.01% | 266 |
|
|
2025
Q1 | $251K | Sell |
2,754
-155
| -5% | -$14.2K | ﹤0.01% | 271 |
|
|
2024
Q4 | $227K | Sell |
2,909
-2
| -0.1% | -$156 | ﹤0.01% | 282 |
|
|
2024
Q3 | $258K | Buy |
2,911
+20
| +0.7% | +$1.77K | ﹤0.01% | 282 |
|
|
2024
Q2 | $248K | Sell |
2,891
-46
| -2% | -$3.95K | ﹤0.01% | 280 |
|
|
2024
Q1 | $285K | Buy |
2,937
+232
| +9% | +$22.6K | ﹤0.01% | 274 |
|
|
2023
Q4 | $256K | Sell |
2,705
-292
| -10% | -$27.6K | ﹤0.01% | 282 |
|
|
2023
Q3 | $235K | Buy |
+2,997
| New | +$235K | ﹤0.01% | 273 |
|