HHM Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History

HHM Wealth Advisors’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
2022 Q3	–	Sell	-77	Closed	-$4K	–	742
2022 Q2	$4K	Hold	77	–	–	﹤0.01%	673
2022 Q1	$4K	Hold	77	–	–	﹤0.01%	635
2021 Q4	$4K	Hold	77	–	–	﹤0.01%	595
2021 Q3	$4K	Hold	77	–	–	﹤0.01%	564
2021 Q2	$4K	Hold	77	–	–	﹤0.01%	545
2021 Q1	$4K	Hold	77	–	–	﹤0.01%	508
2020 Q4	$4K	Hold	77	–	–	﹤0.01%	471
2020 Q3	$3K	Hold	77	–	–	﹤0.01%	452
2020 Q2	$3K	Buy	+77	New	+$3.24K	﹤0.01%	438

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SCP

Seafarer Capital Partners Larkspur, California $436M AUM 42.05% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

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

CCM

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

HHM Wealth Advisors's KOF Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Coca-Cola Femsa (KOF) in Q3 2022, closing a stake of 77 shares — an estimated $4K sold.

HHM Wealth Advisors first reported a position in KOF in Q2 2020 and held it in 9 quarters. The position peaked at $4K in Q2 2022. 173 funds tracked by Wall St. Rank hold KOF as of Q3 2022.

HHM Wealth Advisors reported no remaining Coca-Cola Femsa position as of Q3 2022 after selling out during the quarter.
HHM Wealth Advisors sold 77 Coca-Cola Femsa shares in Q3 2022, an estimated $4K.
HHM Wealth Advisors first reported a position in Coca-Cola Femsa in Q2 2020 and held it in 9 quarters.
HHM Wealth Advisors's Coca-Cola Femsa position peaked at $4K in Q2 2022.
173 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.