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Freedom Investment Management’s Coca-Cola Femsa KOF Stock Holding History

Freedom Investment 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
Q1 		– Sell
-2,860
Closed -$271K – 816
2023
Q4 		$271K Buy
+2,860
New +$238K 0.02% 627
2023
Q3 		– Sell
-12,681
Closed -$1.06M – 722
2023
Q2 		$1.06M Sell
12,681
-2,071
-14% -$177K 0.12% 229
2023
Q1 		$1.19M Sell
14,752
-5,246
-26% -$385K 0.13% 200
2022
Q4 		$1.36M Sell
19,998
-1,058
-5% -$68.9K 0.15% 178
2022
Q3 		$1.23M Buy
+21,056
New +$1.26M 0.14% 190
2020
Q2 		– Sell
-3,435
Closed -$220K – 632
2020
Q1 		$220K Sell
3,435
-686
-17% -$38.7K 0.02% 605
2019
Q4 		$250K Buy
+4,121
New +$242K 0.02% 561
2019
Q2 		– Sell
-3,476
Closed -$229K – 713
2019
Q1 		$229K Sell
3,476
-252
-7% -$15.8K 0.02% 599
2018
Q4 		$227K Sell
3,728
-4,130
-53% -$250K 0.02% 662
2018
Q3 		$460K Buy
7,858
+2,919
+59% +$178K 0.03% 548
2018
Q2 		$279K Buy
4,939
+115
+2% +$7.04K 0.02% 785
2018
Q1 		$320K Sell
4,824
-169
-3% -$12K 0.02% 859
2017
Q4 		$348K Sell
4,993
-28
-0.6% -$1.96K 0.02% 822
2017
Q3 		$387K Buy
5,021
+189
+4% +$15.7K 0.02% 712
2017
Q2 		$409K Sell
4,832
-533
-10% -$41.6K 0.02% 646
2017
Q1 		$385K Sell
5,365
-1,460
-21% -$95.7K 0.02% 642
2016
Q4 		$434K Sell
6,825
-1,430
-17% -$99.9K 0.03% 532
2016
Q3 		$619K Sell
8,255
-1,208
-13% -$93.6K 0.04% 389
2016
Q2 		$785K Sell
9,463
-1,693
-15% -$138K 0.05% 283
2016
Q1 		$927K Buy
11,156
+1,320
+13% +$95.5K 0.07% 236
2015
Q4 		$696K Sell
9,836
-22,193
-69% -$1.65M 0.05% 294
2015
Q3 		$578K Buy
32,029
+25,560
+395% +$1.88M 0.06% 287
2015
Q2 		$514K Sell
6,469
-379
-6% -$30.9K 0.05% 337
2015
Q1 		$547K Sell
6,848
-152
-2% -$12.7K 0.06% 274
2014
Q4 		$606K Buy
7,000
+659
+10% +$64.1K 0.08% 238
2014
Q3 		$639K Buy
+6,341
New +$693K 0.11% 182

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 $1.26B AUM 33.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 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

Freedom Investment Management's KOF Position: Q1 2024 in Review

Freedom Investment Management sold out of Coca-Cola Femsa (KOF) in Q1 2024, closing a stake of 2,860 shares — an estimated $271K sold.

Freedom Investment Management first reported a position in KOF in Q3 2014 and held it in 26 quarters. The position peaked at $1.36M in Q4 2022. 267 funds tracked by Wall St. Rank hold KOF as of Q1 2024.

  • Freedom Investment Management reported no remaining Coca-Cola Femsa position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 2,860 Coca-Cola Femsa shares in Q1 2024, an estimated $271K.
  • Freedom Investment Management first reported a position in Coca-Cola Femsa in Q3 2014 and held it in 26 quarters.
  • Freedom Investment Management's Coca-Cola Femsa position peaked at $1.36M in Q4 2022.
  • 267 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.