Creative Planning’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $696K | Sell |
7,195
-1,966
| -21% | -$190K | ﹤0.01% | 2155 |
|
|
2025
Q1 | $836K | Buy |
9,161
+895
| +11% | +$81.7K | ﹤0.01% | 1854 |
|
|
2024
Q4 | $644K | Sell |
8,266
-1,298
| -14% | -$101K | ﹤0.01% | 1992 |
|
|
2024
Q3 | $849K | Sell |
9,564
-278
| -3% | -$24.7K | ﹤0.01% | 1648 |
|
|
2024
Q2 | $845K | Buy |
9,842
+1,184
| +14% | +$102K | ﹤0.01% | 1538 |
|
|
2024
Q1 | $842K | Buy |
8,658
+550
| +7% | +$53.5K | ﹤0.01% | 1453 |
|
|
2023
Q4 | $767K | Buy |
8,108
+2,472
| +44% | +$234K | ﹤0.01% | 1400 |
|
|
2023
Q3 | $442K | Sell |
5,636
-178
| -3% | -$14K | ﹤0.01% | 1639 |
|
|
2023
Q2 | $484K | Buy |
5,814
+667
| +13% | +$55.6K | ﹤0.01% | 1565 |
|
|
2023
Q1 | $414K | Buy |
5,147
+1,658
| +48% | +$133K | ﹤0.01% | 1588 |
|
|
2022
Q4 | $237K | Buy |
+3,489
| New | +$237K | ﹤0.01% | 1899 |
|
|
2022
Q2 | – | Sell |
-46
| Closed | -$3K | – | 2314 |
|
|
2022
Q1 | $3K | Buy |
+46
| New | +$3K | ﹤0.01% | 2222 |
|
|
2017
Q3 | – | Sell |
-11
| Closed | -$1K | – | 2794 |
|
|
2017
Q2 | $1K | Sell |
11
-989
| -99% | -$89.9K | ﹤0.01% | 4347 |
|
|
2017
Q1 | $72K | Hold |
1,000
| – | – | ﹤0.01% | 2170 |
|
|
2016
Q4 | $64K | Hold |
1,000
| – | – | ﹤0.01% | 2176 |
|
|
2016
Q3 | $75K | Hold |
1,000
| – | – | ﹤0.01% | 2038 |
|
|
2016
Q2 | $83K | Sell |
1,000
-1,100
| -52% | -$91.3K | ﹤0.01% | 1785 |
|
|
2016
Q1 | $174K | Buy |
+2,100
| New | +$174K | ﹤0.01% | 1279 |
|
|
2014
Q4 | – | Sell |
-94
| Closed | -$9K | – | 4100 |
|
|
2014
Q3 | $9K | Hold |
94
| – | – | ﹤0.01% | 2956 |
|
|
2014
Q2 | $11K | Hold |
94
| – | – | ﹤0.01% | 2763 |
|
|
2014
Q1 | $10K | Hold |
94
| – | – | ﹤0.01% | 2707 |
|
|
2013
Q4 | $11K | Buy |
+94
| New | +$11K | ﹤0.01% | 2519 |
|
|
2013
Q3 | – | Sell |
-1,017
| Closed | -$143K | – | 3285 |
|
|
2013
Q2 | $143K | Buy |
+1,017
| New | +$143K | ﹤0.01% | 804 |
|