Guggenheim Capital’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.26M | Buy |
23,177
+1,462
| +7% | +$151K | 0.02% | 661 |
|
|
2025
Q4 | $2.06M | Buy |
21,715
+952
| +5% | +$84K | 0.02% | 667 |
|
|
2025
Q3 | $1.73M | Sell |
20,763
-242
| -1% | -$20.9K | 0.01% | 723 |
|
|
2025
Q2 | $2.03M | Buy |
21,005
+1,268
| +6% | +$120K | 0.02% | 657 |
|
|
2025
Q1 | $1.8M | Sell |
19,737
-3,902
| -17% | -$324K | 0.02% | 670 |
|
|
2024
Q4 | $1.84M | Sell |
23,639
-1,771
| -7% | -$146K | 0.02% | 681 |
|
|
2024
Q3 | $2.25M | Sell |
25,410
-1,146
| -4% | -$100K | 0.02% | 788 |
|
|
2024
Q2 | $2.28M | Buy |
26,556
+771
| +3% | +$72.2K | 0.02% | 771 |
|
|
2024
Q1 | $2.51M | Sell |
25,785
-4,004
| -13% | -$383K | 0.02% | 803 |
|
|
2023
Q4 | $2.82M | Buy |
29,789
+1,351
| +5% | +$113K | 0.02% | 720 |
|
|
2023
Q3 | $2.23M | Buy |
28,438
+1,772
| +7% | +$147K | 0.02% | 779 |
|
|
2023
Q2 | $2.22M | Buy |
26,666
+5,851
| +28% | +$501K | 0.02% | 814 |
|
|
2023
Q1 | $1.67M | Buy |
20,815
+6,885
| +49% | +$506K | 0.01% | 918 |
|
|
2022
Q4 | $946K | Sell |
13,930
-3,272
| -19% | -$213K | 0.01% | 1186 |
|
|
2022
Q3 | $1M | Sell |
17,202
-4,746
| -22% | -$283K | 0.01% | 1140 |
|
|
2022
Q2 | $1.21M | Sell |
21,948
-7,689
| -26% | -$431K | 0.01% | 1136 |
|
|
2022
Q1 | $1.63M | Buy |
29,637
+3,888
| +15% | +$208K | 0.01% | 1115 |
|
|
2021
Q4 | $1.41M | Buy |
25,749
+563
| +2% | +$29.9K | 0.01% | 1221 |
|
|
2021
Q3 | $1.42M | Buy |
25,186
+7,058
| +39% | +$395K | 0.01% | 1234 |
|
|
2021
Q2 | $960K | Buy |
18,128
+3,077
| +20% | +$151K | 0.01% | 1518 |
|
|
2021
Q1 | $695K | Buy |
15,051
+3,922
| +35% | +$180K | ﹤0.01% | 1554 |
|
|
2020
Q4 | $513K | Buy |
11,129
+990
| +10% | +$43.1K | ﹤0.01% | 1633 |
|
|
2020
Q3 | $413K | Sell |
10,139
-2,511
| -20% | -$106K | ﹤0.01% | 1511 |
|
|
2020
Q2 | $555K | Buy |
12,650
+392
| +3% | +$16.5K | ﹤0.01% | 1424 |
|
|
2020
Q1 | $493K | Buy |
12,258
+3,465
| +39% | +$195K | 0.01% | 1373 |
|
|
2019
Q4 | $533K | Sell |
8,793
-2,176
| -20% | -$128K | ﹤0.01% | 1569 |
|
|
2019
Q3 | $665K | Buy |
10,969
+1,416
| +15% | +$85.8K | 0.01% | 1501 |
|
|
2019
Q2 | $594K | Buy |
9,553
+460
| +5% | +$29.5K | ﹤0.01% | 1576 |
|
|
2019
Q1 | $600K | Buy |
9,093
+1,091
| +14% | +$68.4K | ﹤0.01% | 1597 |
|
|
2018
Q4 | $487K | Buy |
8,002
+129
| +2% | +$7.81K | ﹤0.01% | 1697 |
|
|
2018
Q3 | $482K | Sell |
7,873
-867
| -10% | -$52.8K | ﹤0.01% | 2009 |
|
|
2018
Q2 | $494K | Sell |
8,740
-276
| -3% | -$16.9K | ﹤0.01% | 1960 |
|
|
2018
Q1 | $599K | Sell |
9,016
-634
| -7% | -$45.2K | ﹤0.01% | 2309 |
|
|
2017
Q4 | $672K | Sell |
9,650
-490
| -5% | -$34.2K | ﹤0.01% | 2258 |
|
|
2017
Q3 | $782K | Buy |
10,140
+2,386
| +31% | +$199K | ﹤0.01% | 2211 |
|
|
2017
Q2 | $657K | Buy |
7,754
+946
| +14% | +$73.8K | ﹤0.01% | 2307 |
|
|
2017
Q1 | $488K | Sell |
6,808
-1,597
| -19% | -$105K | ﹤0.01% | 2389 |
|
|
2016
Q4 | $534K | Sell |
8,405
-914
| -10% | -$63.9K | ﹤0.01% | 2401 |
|
|
2016
Q3 | $699K | Sell |
9,319
-17,492
| -65% | -$1.36M | ﹤0.01% | 2262 |
|
|
2016
Q2 | $2.22M | Buy |
26,811
+19,510
| +267% | +$1.59M | 0.01% | 1493 |
|
|
2016
Q1 | $606K | Buy |
7,301
+4
| +0.1% | +$289 | ﹤0.01% | 2296 |
|
|
2015
Q4 | $517K | Buy |
7,297
+2,786
| +62% | +$207K | ﹤0.01% | 2442 |
|
|
2015
Q3 | $313K | Buy |
+4,511
| New | +$331K | ﹤0.01% | 2574 |
|
|
2014
Q3 | – | Sell |
-1,943
| Closed | -$221K | – | 3063 |
|
|
2014
Q2 | $221K | Buy |
+1,943
| New | +$219K | ﹤0.01% | 2869 |
|
|
2013
Q3 | – | Sell |
-9,491
| Closed | -$1.33M | – | 3132 |
|
|
2013
Q2 | $1.33M | Buy |
+9,491
| New | +$1.48M | 0.01% | 1812 |
|
Other funds holding KOF
TBC
FWIA
CCM
NAMI
