Envestnet Asset Management’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.7M | Buy |
235,105
+16,889
| +8% | +$1.63M | 0.01% | 1173 |
|
|
2025
Q1 | $19.9M | Sell |
218,216
-6,654
| -3% | -$607K | 0.01% | 1196 |
|
|
2024
Q4 | $17.5M | Buy |
224,870
+3,120
| +1% | +$243K | 0.01% | 1276 |
|
|
2024
Q3 | $19.7M | Buy |
221,750
+53
| +0% | +$4.7K | 0.01% | 1195 |
|
|
2024
Q2 | $19M | Buy |
221,697
+5,166
| +2% | +$443K | 0.01% | 1154 |
|
|
2024
Q1 | $21M | Sell |
216,531
-63,231
| -23% | -$6.15M | 0.01% | 1079 |
|
|
2023
Q4 | $26.5M | Sell |
279,762
-1,551
| -0.6% | -$147K | 0.01% | 884 |
|
|
2023
Q3 | $22.1M | Buy |
281,313
+65,407
| +30% | +$5.13M | 0.01% | 927 |
|
|
2023
Q2 | $18M | Sell |
215,906
-715,535
| -77% | -$59.6M | 0.01% | 980 |
|
|
2023
Q1 | $17.9M | Buy |
931,441
+722,284
| +345% | +$13.9M | 0.01% | 946 |
|
|
2022
Q4 | $14.2M | Buy |
209,157
+28,952
| +16% | +$1.97M | 0.01% | 1018 |
|
|
2022
Q3 | $10.5M | Buy |
180,205
+74,973
| +71% | +$4.38M | 0.01% | 1100 |
|
|
2022
Q2 | $5.82M | Buy |
105,232
+11,233
| +12% | +$621K | ﹤0.01% | 1445 |
|
|
2022
Q1 | $5.17M | Buy |
93,999
+15,954
| +20% | +$877K | ﹤0.01% | 1582 |
|
|
2021
Q4 | $4.28M | Buy |
78,045
+13,555
| +21% | +$743K | ﹤0.01% | 1683 |
|
|
2021
Q3 | $3.63M | Buy |
64,490
+7,358
| +13% | +$414K | ﹤0.01% | 1717 |
|
|
2021
Q2 | $3.02M | Buy |
57,132
+14,984
| +36% | +$793K | ﹤0.01% | 1803 |
|
|
2021
Q1 | $1.95M | Buy |
42,148
+27,649
| +191% | +$1.28M | ﹤0.01% | 1951 |
|
|
2020
Q4 | $668K | Buy |
14,499
+7,617
| +111% | +$351K | ﹤0.01% | 2502 |
|
|
2020
Q3 | $280K | Buy |
6,882
+907
| +15% | +$36.9K | ﹤0.01% | 2759 |
|
|
2020
Q2 | $262K | Buy |
5,975
+853
| +17% | +$37.4K | ﹤0.01% | 2749 |
|
|
2020
Q1 | $206K | Sell |
5,122
-2,022
| -28% | -$81.3K | ﹤0.01% | 2711 |
|
|
2019
Q4 | $433K | Buy |
7,144
+3,458
| +94% | +$210K | ﹤0.01% | 2538 |
|
|
2019
Q3 | $223K | Buy |
+3,686
| New | +$223K | ﹤0.01% | 2816 |
|
|
2018
Q3 | – | Sell |
-11
| Closed | -$1K | – | 1975 |
|
|
2018
Q2 | $1K | Hold |
11
| – | – | ﹤0.01% | 2809 |
|
|
2018
Q1 | $1K | Sell |
11
-20,629
| -100% | -$1.88M | ﹤0.01% | 2783 |
|
|
2017
Q4 | $1.44M | Buy |
20,640
+5,812
| +39% | +$405K | ﹤0.01% | 1067 |
|
|
2017
Q3 | $1.14M | Buy |
14,828
+1,230
| +9% | +$94.9K | ﹤0.01% | 1111 |
|
|
2017
Q2 | $1.15M | Buy |
13,598
+33
| +0.2% | +$2.8K | ﹤0.01% | 1119 |
|
|
2017
Q1 | $972K | Buy |
13,565
+3,842
| +40% | +$275K | ﹤0.01% | 1229 |
|
|
2016
Q4 | $617K | Sell |
9,723
-2,602
| -21% | -$165K | ﹤0.01% | 1409 |
|
|
2016
Q3 | $924K | Buy |
12,325
+2,701
| +28% | +$202K | ﹤0.01% | 1289 |
|
|
2016
Q2 | $798K | Sell |
9,624
-357
| -4% | -$29.6K | ﹤0.01% | 1431 |
|
|
2016
Q1 | $829K | Sell |
9,981
-280
| -3% | -$23.3K | ﹤0.01% | 1400 |
|
|
2015
Q4 | $727K | Buy |
10,261
+2,658
| +35% | +$188K | ﹤0.01% | 1434 |
|
|
2015
Q3 | $528K | Sell |
7,603
-389
| -5% | -$27K | ﹤0.01% | 1576 |
|
|
2015
Q2 | $635K | Buy |
7,992
+326
| +4% | +$25.9K | ﹤0.01% | 1611 |
|
|
2015
Q1 | $612K | Buy |
7,666
+7,523
| +5,261% | +$601K | ﹤0.01% | 1486 |
|
|
2014
Q4 | $12K | Buy |
+143
| New | +$12K | ﹤0.01% | 1910 |
|
|
2014
Q2 | – | Sell |
-28
| Closed | -$3K | – | 2760 |
|
|
2014
Q1 | $3K | Sell |
28
-7
| -20% | -$750 | ﹤0.01% | 2216 |
|
|
2013
Q4 | $4K | Sell |
35
-73
| -68% | -$8.34K | ﹤0.01% | 2068 |
|
|
2013
Q3 | $14K | Sell |
108
-8
| -7% | -$1.04K | ﹤0.01% | 1577 |
|
|
2013
Q2 | $16K | Buy |
+116
| New | +$16K | ﹤0.01% | 1503 |
|