DSM Capital Partners’s Coca-Cola Femsa KOF Stock Holding History

DSM Capital 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
2020 Q2	–	Sell	-2,805	Closed	-$113K	–	54
2020 Q1	$113K	Sell	2,805 -2,170	-44%	-$122K	﹤0.01%	49
2019 Q4	$302K	Buy	4,975 +1,375	+38%	+$80.9K	﹤0.01%	46
2019 Q3	$218K	Hold	3,600	–	–	﹤0.01%	47
2019 Q2	$224K	Hold	3,600	–	–	﹤0.01%	49
2019 Q1	$238K	Buy	3,600 +620	+21%	+$38.9K	﹤0.01%	50
2018 Q4	$181K	Hold	2,980	–	–	﹤0.01%	51
2018 Q3	$182K	Sell	2,980 -6,575	-69%	-$400K	﹤0.01%	48
2018 Q2	$539K	Buy	9,555 +5,635	+144%	+$345K	0.01%	43
2018 Q1	$260K	Buy	3,920 +955	+32%	+$68.1K	﹤0.01%	42
2017 Q4	$206K	Sell	2,965 -1,055	-26%	-$73.7K	﹤0.01%	38
2017 Q3	$310K	Buy	4,020 +2,235	+125%	+$186K	﹤0.01%	39
2017 Q2	$151K	Buy	+1,785	New	+$139K	﹤0.01%	38

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

PGEBT

Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

DSM Capital Partners's KOF Position: Q2 2020 in Review

DSM Capital Partners sold out of Coca-Cola Femsa (KOF) in Q2 2020, closing a stake of 2,805 shares — an estimated $113K sold.

DSM Capital Partners first reported a position in KOF in Q2 2017 and held it in 12 quarters. The position peaked at $539K in Q2 2018. 101 funds tracked by Wall St. Rank hold KOF as of Q2 2020.

DSM Capital Partners reported no remaining Coca-Cola Femsa position as of Q2 2020 after selling out during the quarter.
DSM Capital Partners sold 2,805 Coca-Cola Femsa shares in Q2 2020, an estimated $113K.
DSM Capital Partners first reported a position in Coca-Cola Femsa in Q2 2017 and held it in 12 quarters.
DSM Capital Partners's Coca-Cola Femsa position peaked at $539K in Q2 2018.
101 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2020.

Based on DSM Capital Partners's 13F filing for Q2 2020, filed 13 Aug 2020.