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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Coca-Cola Femsa KOF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
Q3 		– Sell
-75
Closed -$6.44K – 399
2024
Q2 		$6.44K Hold
75
– – ﹤0.01% 297
2024
Q1 		$7.29K Hold
75
– – ﹤0.01% 291
2023
Q4 		$7.1K Buy
+75
New +$6.25K ﹤0.01% 269

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s KOF Position: Q3 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Coca-Cola Femsa (KOF) in Q3 2024, closing a stake of 75 shares — an estimated $6.44K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in KOF in Q4 2023 and held it in 3 quarters. The position peaked at $7.29K in Q1 2024. 236 funds tracked by Wall St. Rank hold KOF as of Q3 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Coca-Cola Femsa position as of Q3 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 75 Coca-Cola Femsa shares in Q3 2024, an estimated $6.44K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Coca-Cola Femsa in Q4 2023 and held it in 3 quarters.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Coca-Cola Femsa position peaked at $7.29K in Q1 2024.
  • 236 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q3 2024, filed 7 Aug 2026.