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

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Macquarie Group

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

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

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

Bank of America

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

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return