CWP
KOF icon

Curated Wealth Partners’s Coca-Cola Femsa KOF Stock Holding History

Curated Wealth Partners’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 		– Sell
-3,289
Closed -$311K – 215
2023
Q4 		$311K Hold
3,289
– – 0.05% 113
2023
Q3 		$258K Sell
3,289
-921
-22% -$76.2K 0.05% 115
2023
Q2 		$351K Sell
4,210
-612
-13% -$52.4K 0.07% 93
2023
Q1 		$388K Buy
4,822
+624
+15% +$45.8K 0.09% 79
2022
Q4 		$285K Buy
4,198
+454
+12% +$29.6K 0.07% 99
2022
Q3 		$219K Buy
+3,744
New +$223K 0.06% 115

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

Curated Wealth Partners's KOF Position: Q1 2024 in Review

Curated Wealth Partners sold out of Coca-Cola Femsa (KOF) in Q1 2024, closing a stake of 3,289 shares — an estimated $311K sold.

Curated Wealth Partners first reported a position in KOF in Q3 2022 and held it in 6 quarters. The position peaked at $388K in Q1 2023. 267 funds tracked by Wall St. Rank hold KOF as of Q1 2024.

  • Curated Wealth Partners reported no remaining Coca-Cola Femsa position as of Q1 2024 after selling out during the quarter.
  • Curated Wealth Partners sold 3,289 Coca-Cola Femsa shares in Q1 2024, an estimated $311K.
  • Curated Wealth Partners first reported a position in Coca-Cola Femsa in Q3 2022 and held it in 6 quarters.
  • Curated Wealth Partners's Coca-Cola Femsa position peaked at $388K in Q1 2023.
  • 267 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2024.

Based on Curated Wealth Partners's 13F filing for Q1 2024, filed 12 Apr 2024.