Financial Gravity Asset Management’s Coca-Cola Femsa KOF Stock Holding History

Financial Gravity Asset Management’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 Q2	–	Sell	-19	Closed	-$1.85K	–	1987
2024 Q1	$1.85K	Sell	19 -7	-27%	-$670	﹤0.01%	1118
2023 Q4	$2.14K	Buy	26 +8	+44%	+$667	﹤0.01%	970
2023 Q3	$1.37K	Sell	18 -65	-78%	-$5.38K	﹤0.01%	735
2023 Q2	$10.5K	Buy	83 +3	+4%	+$257	0.03%	323
2023 Q1	$4.1K	Buy	80 +12	+18%	+$881	0.13%	197
2022 Q4	$8.51K	Sell	68 -918	-93%	-$59.8K	0.04%	297
2022 Q3	$3.71K	Buy	+986	New	+$58.8K	0.13%	168
2020 Q2	–	Sell	-7	Closed	-$273	–	476
2020 Q1	$273	Sell	7 -26	-79%	-$1.47K	﹤0.01%	666
2019 Q4	$61K	Buy	33 +26	+371%	+$1.53K	0.04%	538
2019 Q3	$0	Buy	7 +1	+17%	+$61	﹤0.01%	1391
2019 Q2	$0	Sell	6 -5	-45%	-$320	﹤0.01%	1464
2019 Q1	$1K	Buy	+11	New	+$690	﹤0.01%	1126
2018 Q3	$0	Sell	6 -43	-88%	-$2.62K	﹤0.01%	1513
2018 Q2	$3K	Buy	49 +44	+880%	+$2.69K	﹤0.01%	896
2018 Q1	$0	Buy	+5	New	+$356	﹤0.01%	1451

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

CCM

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Financial Gravity Asset Management's KOF Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Coca-Cola Femsa (KOF) in Q2 2024, closing a stake of 19 shares — an estimated $1.85K sold.

Financial Gravity Asset Management first reported a position in KOF in Q1 2018 and held it in 15 quarters. The position peaked at $61K in Q4 2019. 258 funds tracked by Wall St. Rank hold KOF as of Q2 2024.

Financial Gravity Asset Management reported no remaining Coca-Cola Femsa position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 19 Coca-Cola Femsa shares in Q2 2024, an estimated $1.85K.
Financial Gravity Asset Management first reported a position in Coca-Cola Femsa in Q1 2018 and held it in 15 quarters.
Financial Gravity Asset Management's Coca-Cola Femsa position peaked at $61K in Q4 2019.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.