First Trust Direct Indexing’s Coca-Cola Femsa KOF Stock Holding History

First Trust Direct Indexing’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 Q4	–	Sell	-2,849	Closed	-$253K	–	495
2024 Q3	$253K	Sell	2,849 -17	-0.6%	-$1.49K	0.01%	814
2024 Q2	$246K	Sell	2,866 -185	-6%	-$17.3K	0.02%	741
2024 Q1	$297K	Sell	3,051 -118	-4%	-$11.3K	0.02%	615
2023 Q4	$300K	Buy	3,169 +13	+0.4%	+$1.08K	0.03%	583
2023 Q3	$248K	Sell	3,156 -583	-16%	-$48.2K	0.03%	576
2023 Q2	$311K	Sell	3,739 -644	-15%	-$55.2K	0.03%	536
2023 Q1	$353K	Sell	4,383 -219	-5%	-$16.1K	0.04%	493
2022 Q4	$312K	Buy	4,602 +129	+3%	+$8.4K	0.04%	499
2022 Q3	$261K	Buy	4,473 +713	+19%	+$42.5K	0.04%	504
2022 Q2	$208K	Buy	+3,760	New	+$211K	0.03%	574

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

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

FWIA

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

First Trust Direct Indexing's KOF Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Coca-Cola Femsa (KOF) in Q4 2024, closing a stake of 2,849 shares — an estimated $253K sold.

First Trust Direct Indexing first reported a position in KOF in Q2 2022 and held it in 10 quarters. The position peaked at $353K in Q1 2023. 232 funds tracked by Wall St. Rank hold KOF as of Q4 2024.

First Trust Direct Indexing reported no remaining Coca-Cola Femsa position as of Q4 2024 after selling out during the quarter.
First Trust Direct Indexing sold 2,849 Coca-Cola Femsa shares in Q4 2024, an estimated $253K.
First Trust Direct Indexing first reported a position in Coca-Cola Femsa in Q2 2022 and held it in 10 quarters.
First Trust Direct Indexing's Coca-Cola Femsa position peaked at $353K in Q1 2023.
232 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.