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DFPG Investments’s Coca-Cola Femsa KOF Stock Holding History

DFPG Investments’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 		$616K Buy
6,709
+678
+11% +$56.5K 0.05% 346
2023
Q3 		$496K Buy
+6,031
New +$499K 0.05% 353

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 $81.4B AUM 40.71% 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

DFPG Investments's KOF Position: Q4 2023 in Review

DFPG Investments increased its Coca-Cola Femsa (KOF) stake by 11% in Q4 2023, buying an estimated $56.5K and bringing the position to 6,709 shares worth $616K. The position accounts for 0.05% of the portfolio, ranked #346.

DFPG Investments first reported a position in KOF in Q3 2023 and has held it in 2 quarters since. 249 funds tracked by Wall St. Rank hold KOF as of Q4 2023.

  • DFPG Investments held 6,709 shares of Coca-Cola Femsa worth $616K as of Q4 2023.
  • DFPG Investments bought 678 Coca-Cola Femsa shares in Q4 2023, an estimated $56.5K.
  • Coca-Cola Femsa made up 0.05% of DFPG Investments's portfolio in Q4 2023, its #346 holding.
  • DFPG Investments first reported a position in Coca-Cola Femsa in Q3 2023 and has held it in 2 quarters since.
  • 249 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2023.

Based on DFPG Investments's 13F filing for Q4 2023, filed 10 Jan 2024.