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Harding Loevner’s Coca-Cola Femsa KOF Stock Holding History

Harding Loevner’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
2020
Q4 		– Sell
-4,577
Closed -$186K – 149
2020
Q3 		$186K Sell
4,577
-3,523
-43% -$148K ﹤0.01% 111
2020
Q2 		$355K Buy
8,100
+1,056
+15% +$44.5K ﹤0.01% 75
2020
Q1 		$283K Buy
7,044
+978
+16% +$55.1K ﹤0.01% 83
2019
Q4 		$368K Buy
6,066
+1,025
+20% +$60.3K ﹤0.01% 81
2019
Q3 		$306K Buy
5,041
+415
+9% +$25.2K ﹤0.01% 76
2019
Q2 		$287K Sell
4,626
-545
-11% -$34.9K ﹤0.01% 80
2019
Q1 		$341K Buy
5,171
+3,651
+240% +$229K ﹤0.01% 74
2018
Q4 		$92K Hold
1,520
– – ﹤0.01% 85
2018
Q3 		$93K Hold
1,520
– – ﹤0.01% 82
2018
Q2 		$86K Sell
1,520
-240,812
-99% -$14.7M ﹤0.01% 82
2018
Q1 		$16.1M Hold
242,332
– – 0.08% 68
2017
Q4 		$16.9M Buy
242,332
+210
+0.1% +$14.7K 0.1% 69
2017
Q3 		$18.7M Hold
242,122
– – 0.11% 67
2017
Q2 		$20.5M Sell
242,122
-238
-0.1% -$18.6K 0.13% 66
2017
Q1 		$17.4M Buy
242,360
+320
+0.1% +$21K 0.11% 65
2016
Q4 		$15.4M Buy
242,040
+930
+0.4% +$65K 0.11% 67
2016
Q3 		$18.1M Hold
241,110
– – 0.13% 64
2016
Q2 		$20M Hold
241,110
– – 0.16% 63
2016
Q1 		$20M Sell
241,110
-64,900
-21% -$4.69M 0.16% 64
2015
Q4 		$21.7M Buy
306,010
+112,669
+58% +$8.36M 0.18% 65
2015
Q3 		$13.4M Buy
+193,341
New +$14.2M 0.11% 67
2014
Q3 		– Sell
-302,156
Closed -$34.3M – 87
2014
Q2 		$34.3M Sell
302,156
-673,914
-69% -$76M 0.26% 66
2014
Q1 		$103M Sell
976,070
-8,038
-0.8% -$840K 0.78% 48
2013
Q4 		$120M Buy
984,108
+47,799
+5% +$5.75M 0.93% 48
2013
Q3 		$118M Buy
936,309
+14,796
+2% +$2.03M 1.05% 44
2013
Q2 		$129M Buy
+921,513
New +$144M 1.25% 31

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Harding Loevner's KOF Position: Q4 2020 in Review

Harding Loevner sold out of Coca-Cola Femsa (KOF) in Q4 2020, closing a stake of 4,577 shares — an estimated $186K sold.

Harding Loevner first reported a position in KOF in Q2 2013 and held it in 26 quarters. The position peaked at $129M in Q2 2013. 107 funds tracked by Wall St. Rank hold KOF as of Q4 2020.

  • Harding Loevner reported no remaining Coca-Cola Femsa position as of Q4 2020 after selling out during the quarter.
  • Harding Loevner sold 4,577 Coca-Cola Femsa shares in Q4 2020, an estimated $186K.
  • Harding Loevner first reported a position in Coca-Cola Femsa in Q2 2013 and held it in 26 quarters.
  • Harding Loevner's Coca-Cola Femsa position peaked at $129M in Q2 2013.
  • 107 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2020.

Based on Harding Loevner's 13F filing for Q4 2020, filed 16 Feb 2021.