Diversify Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

Diversify Wealth Management’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 Q3	–	Sell	-6,564	Closed	-$560K	–	483
2024 Q2	$560K	Buy	+6,564	New	+$615K	0.07%	247

Other funds holding KOF

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Diversify Wealth Management's KOF Position: Q3 2024 in Review

Diversify Wealth Management sold out of Coca-Cola Femsa (KOF) in Q3 2024, closing a stake of 6,564 shares — an estimated $560K sold.

Diversify Wealth Management first reported a position in KOF in Q2 2024 and held it in 1 quarter. The position peaked at $560K in Q2 2024. 235 funds tracked by Wall St. Rank hold KOF as of Q3 2024.

Diversify Wealth Management reported no remaining Coca-Cola Femsa position as of Q3 2024 after selling out during the quarter.
Diversify Wealth Management sold 6,564 Coca-Cola Femsa shares in Q3 2024, an estimated $560K.
Diversify Wealth Management first reported a position in Coca-Cola Femsa in Q2 2024 and held it in 1 quarter.
Diversify Wealth Management's Coca-Cola Femsa position peaked at $560K in Q2 2024.
235 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2024.

Based on Diversify Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.