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Gen-Wealth Partners’s Coca-Cola Femsa KOF Stock Holding History

Gen-Wealth Partners’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
-1,300
Closed -$112K – 689
2024
Q2 		$112K Hold
1,300
– – 0.05% 275
2024
Q1 		$126K Buy
+1,300
New +$124K 0.06% 275

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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

Gen-Wealth Partners's KOF Position: Q3 2024 in Review

Gen-Wealth Partners sold out of Coca-Cola Femsa (KOF) in Q3 2024, closing a stake of 1,300 shares — an estimated $112K sold.

Gen-Wealth Partners first reported a position in KOF in Q1 2024 and held it in 2 quarters. The position peaked at $126K in Q1 2024. 235 funds tracked by Wall St. Rank hold KOF as of Q3 2024.

  • Gen-Wealth Partners reported no remaining Coca-Cola Femsa position as of Q3 2024 after selling out during the quarter.
  • Gen-Wealth Partners sold 1,300 Coca-Cola Femsa shares in Q3 2024, an estimated $112K.
  • Gen-Wealth Partners first reported a position in Coca-Cola Femsa in Q1 2024 and held it in 2 quarters.
  • Gen-Wealth Partners's Coca-Cola Femsa position peaked at $126K in Q1 2024.
  • 235 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2024.

Based on Gen-Wealth Partners's 13F filing for Q3 2024, filed 13 Nov 2024.