Creative Planning’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $960K | Buy |
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|
2025
Q2 | $696K | Sell |
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|
2025
Q1 | $836K | Buy |
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|
2024
Q4 | $644K | Sell |
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|
2024
Q3 | $849K | Sell |
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|
2024
Q2 | $845K | Buy |
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|
2024
Q1 | $842K | Buy |
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|
2023
Q4 | $767K | Buy |
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|
2023
Q3 | $442K | Sell |
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|
2023
Q2 | $484K | Buy |
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|
2023
Q1 | $414K | Buy |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $3K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $1K | Sell |
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|
2017
Q1 | $72K | Hold |
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|
2016
Q4 | $64K | Hold |
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|
2016
Q3 | $75K | Hold |
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|
2016
Q2 | $83K | Sell |
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|
2016
Q1 | $174K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $9K | Hold |
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|
2014
Q2 | $11K | Hold |
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|
2014
Q1 | $10K | Hold |
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|
2013
Q4 | $11K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $143K | Buy |
|