Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’s Coca-Cola Femsa KOF Stock Holding History

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund’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
2025 Q1	–	Sell	-25,100	Closed	-$1.96M	–	1187
2024 Q4	$1.96M	Sell	25,100 -19,500	-44%	-$1.61M	﹤0.01%	702
2024 Q3	$3.96M	Buy	44,600 +26,800	+151%	+$2.34M	0.01%	532
2024 Q2	$1.53M	Buy	+17,800	New	+$1.67M	﹤0.01%	677
2023 Q4	–	Sell	-65,900	Closed	-$5.17M	–	1104
2023 Q3	$5.17M	Buy	+65,900	New	+$5.45M	0.02%	359
2023 Q1	–	Sell	-70,200	Closed	-$4.77M	–	1384
2022 Q4	$4.77M	Buy	70,200 +48,800	+228%	+$3.18M	0.02%	475
2022 Q3	$1.25M	Hold	21,400	–	–	0.01%	844
2022 Q2	$1.18M	Buy	+21,400	New	+$1.2M	0.01%	906

Other funds holding KOF

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's KOF Position: Q1 2025 in Review

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold out of Coca-Cola Femsa (KOF) in Q1 2025, closing a stake of 25,100 shares — an estimated $1.96M sold.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in KOF in Q2 2022 and held it in 7 quarters. The position peaked at $5.17M in Q3 2023. 249 funds tracked by Wall St. Rank hold KOF as of Q1 2025.

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund reported no remaining Coca-Cola Femsa position as of Q1 2025 after selling out during the quarter.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund sold 25,100 Coca-Cola Femsa shares in Q1 2025, an estimated $1.96M.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund first reported a position in Coca-Cola Femsa in Q2 2022 and held it in 7 quarters.
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's Coca-Cola Femsa position peaked at $5.17M in Q3 2023.
249 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2025.

Based on Healthcare of Ontario Pension Plan (HOOPP) Trust Fund's 13F filing for Q1 2025, filed 14 May 2025.