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Cordatus Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

Cordatus Wealth 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
2022
Q4 		– Sell
-13,133
Closed -$767K – 79
2022
Q3 		$767K Buy
13,133
+2,872
+28% +$171K 0.81% 37
2022
Q2 		$567K Buy
+10,261
New +$575K 0.26% 109

Other funds holding KOF

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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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
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
SCP
Seafarer Capital Partners Larkspur, California $436M AUM 42.05% 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

Cordatus Wealth Management's KOF Position: Q4 2022 in Review

Cordatus Wealth Management sold out of Coca-Cola Femsa (KOF) in Q4 2022, closing a stake of 13,133 shares — an estimated $767K sold.

Cordatus Wealth Management first reported a position in KOF in Q2 2022 and held it in 2 quarters. The position peaked at $767K in Q3 2022. 199 funds tracked by Wall St. Rank hold KOF as of Q4 2022.

  • Cordatus Wealth Management reported no remaining Coca-Cola Femsa position as of Q4 2022 after selling out during the quarter.
  • Cordatus Wealth Management sold 13,133 Coca-Cola Femsa shares in Q4 2022, an estimated $767K.
  • Cordatus Wealth Management first reported a position in Coca-Cola Femsa in Q2 2022 and held it in 2 quarters.
  • Cordatus Wealth Management's Coca-Cola Femsa position peaked at $767K in Q3 2022.
  • 199 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2022.

Based on Cordatus Wealth Management's 13F filing for Q4 2022, filed 6 Feb 2023.