Dorsey Wright & Associates’s Coca-Cola Femsa KOF Stock Holding History

Dorsey Wright & Associates’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	-28,025	Closed	-$2.41M	–	134
2024 Q2	$2.41M	Sell	28,025 -378	-1%	-$35.4K	0.62%	79
2024 Q1	$2.76M	Sell	28,403 -1,378	-5%	-$132K	0.72%	64
2023 Q4	$2.82M	Sell	29,781 -2,224	-7%	-$185K	0.86%	51
2023 Q3	$2.51M	Sell	32,005 -2,057	-6%	-$170K	0.78%	63
2023 Q2	$2.84M	Sell	34,062 -3,292	-9%	-$282K	0.85%	54
2023 Q1	$3.01M	Sell	37,354 -2,154	-5%	-$158K	0.91%	42
2022 Q4	$2.68M	Buy	+39,508	New	+$2.57M	0.78%	62

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

Dorsey Wright & Associates's KOF Position: Q3 2024 in Review

Dorsey Wright & Associates sold out of Coca-Cola Femsa (KOF) in Q3 2024, closing a stake of 28,025 shares — an estimated $2.41M sold.

Dorsey Wright & Associates first reported a position in KOF in Q4 2022 and held it in 7 quarters. The position peaked at $3.01M in Q1 2023. 235 funds tracked by Wall St. Rank hold KOF as of Q3 2024.

Dorsey Wright & Associates reported no remaining Coca-Cola Femsa position as of Q3 2024 after selling out during the quarter.
Dorsey Wright & Associates sold 28,025 Coca-Cola Femsa shares in Q3 2024, an estimated $2.41M.
Dorsey Wright & Associates first reported a position in Coca-Cola Femsa in Q4 2022 and held it in 7 quarters.
Dorsey Wright & Associates's Coca-Cola Femsa position peaked at $3.01M in Q1 2023.
235 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2024.

Based on Dorsey Wright & Associates's 13F filing for Q3 2024, filed 15 Nov 2024.