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Cornerstone Planning Group’s Coca-Cola Femsa KOF Stock Holding History

Cornerstone Planning Group’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
2023
Q4 		– Sell
-15
Closed -$1.18K – 993
2023
Q3 		$1.18K Hold
15
– – ﹤0.01% 756
2023
Q2 		$1.25K Buy
+15
New +$1.28K ﹤0.01% 1296
2022
Q4 		$8.55K Buy
+122
New +$7.94K ﹤0.01% 692

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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

Cornerstone Planning Group's KOF Position: Q4 2023 in Review

Cornerstone Planning Group sold out of Coca-Cola Femsa (KOF) in Q4 2023, closing a stake of 15 shares — an estimated $1.18K sold.

Cornerstone Planning Group first reported a position in KOF in Q4 2022 and held it in 3 quarters. The position peaked at $8.55K in Q4 2022. 249 funds tracked by Wall St. Rank hold KOF as of Q4 2023.

  • Cornerstone Planning Group reported no remaining Coca-Cola Femsa position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 15 Coca-Cola Femsa shares in Q4 2023, an estimated $1.18K.
  • Cornerstone Planning Group first reported a position in Coca-Cola Femsa in Q4 2022 and held it in 3 quarters.
  • Cornerstone Planning Group's Coca-Cola Femsa position peaked at $8.55K in Q4 2022.
  • 249 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.