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Connectus Wealth’s Coca-Cola Femsa KOF Stock Holding History

Connectus Wealth’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 		$611K Sell
6,260
-3,514
-36% -$336K 0.02% 280
2023
Q4 		$928K Sell
9,774
-94
-1% -$7.83K 0.02% 344
2023
Q3 		$774K Buy
+9,868
New +$816K 0.02% 350

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

Connectus Wealth's KOF Position: Q1 2024 in Review

Connectus Wealth reduced its Coca-Cola Femsa (KOF) stake by 36% in Q1 2024, selling an estimated $336K and leaving 6,260 shares worth $611K. The position accounts for 0.02% of the portfolio, ranked #280.

Connectus Wealth first reported a position in KOF in Q3 2023 and has held it in 3 quarters since. The position peaked at $928K in Q4 2023. 267 funds tracked by Wall St. Rank hold KOF as of Q1 2024.

  • Connectus Wealth held 6,260 shares of Coca-Cola Femsa worth $611K as of Q1 2024.
  • Connectus Wealth sold 3,514 Coca-Cola Femsa shares in Q1 2024, an estimated $336K.
  • Coca-Cola Femsa made up 0.02% of Connectus Wealth's portfolio in Q1 2024, its #280 holding.
  • Connectus Wealth first reported a position in Coca-Cola Femsa in Q3 2023 and has held it in 3 quarters since.
  • Connectus Wealth's Coca-Cola Femsa position peaked at $928K in Q4 2023.
  • 267 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.