HIIFS
KOF icon

Harel Insurance Investments & Financial Services’s Coca-Cola Femsa KOF Stock Holding History

Harel Insurance Investments & Financial Services’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
2021
Q1 		– Sell
-475
Closed -$70K – 813
2020
Q4 		$70K Hold
475
– – ﹤0.01% 578
2020
Q3 		$19K Buy
+475
New +$20K ﹤0.01% 528
2016
Q3 		– Sell
-110
Closed -$9K – 590
2016
Q2 		$9K Buy
+110
New +$8.99K ﹤0.01% 566

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harel Insurance Investments & Financial Services's KOF Position: Q1 2021 in Review

Harel Insurance Investments & Financial Services sold out of Coca-Cola Femsa (KOF) in Q1 2021, closing a stake of 475 shares — an estimated $70K sold.

Harel Insurance Investments & Financial Services first reported a position in KOF in Q2 2016 and held it in 3 quarters. The position peaked at $70K in Q4 2020. 122 funds tracked by Wall St. Rank hold KOF as of Q1 2021.

  • Harel Insurance Investments & Financial Services reported no remaining Coca-Cola Femsa position as of Q1 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 475 Coca-Cola Femsa shares in Q1 2021, an estimated $70K.
  • Harel Insurance Investments & Financial Services first reported a position in Coca-Cola Femsa in Q2 2016 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Coca-Cola Femsa position peaked at $70K in Q4 2020.
  • 122 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q1 2021, filed 27 Apr 2021.