FDx Advisors’s Coca-Cola Femsa KOF Stock Holding History

FDx Advisors’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
2023 Q3	–	Sell	-3,268	Closed	-$272K	–	713
2023 Q2	$272K	Sell	3,268 -249	-7%	-$21.3K	0.01%	631
2023 Q1	$239K	Hold	3,517	–	–	0.01%	648
2022 Q4	$239K	Sell	3,517 -220	-6%	-$14.3K	0.01%	648
2022 Q3	$218K	Buy	+3,737	New	+$223K	0.01%	659

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

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

FDx Advisors's KOF Position: Q3 2023 in Review

FDx Advisors sold out of Coca-Cola Femsa (KOF) in Q3 2023, closing a stake of 3,268 shares — an estimated $272K sold.

FDx Advisors first reported a position in KOF in Q3 2022 and held it in 4 quarters. The position peaked at $272K in Q2 2023. 229 funds tracked by Wall St. Rank hold KOF as of Q3 2023.

FDx Advisors reported no remaining Coca-Cola Femsa position as of Q3 2023 after selling out during the quarter.
FDx Advisors sold 3,268 Coca-Cola Femsa shares in Q3 2023, an estimated $272K.
FDx Advisors first reported a position in Coca-Cola Femsa in Q3 2022 and held it in 4 quarters.
FDx Advisors's Coca-Cola Femsa position peaked at $272K in Q2 2023.
229 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2023.

Based on FDx Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.