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HighMark Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

HighMark Wealth Management’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
-19
Closed -$1.49K – 591
2024
Q4 		$1.49K Hold
19
– – ﹤0.01% 474
2024
Q3 		$1.69K Buy
+19
New +$1.66K ﹤0.01% 488

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
CM
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
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

HighMark Wealth Management's KOF Position: Q1 2025 in Review

HighMark Wealth Management sold out of Coca-Cola Femsa (KOF) in Q1 2025, closing a stake of 19 shares — an estimated $1.49K sold.

HighMark Wealth Management first reported a position in KOF in Q3 2024 and held it in 2 quarters. The position peaked at $1.69K in Q3 2024. 248 funds tracked by Wall St. Rank hold KOF as of Q1 2025.

  • HighMark Wealth Management reported no remaining Coca-Cola Femsa position as of Q1 2025 after selling out during the quarter.
  • HighMark Wealth Management sold 19 Coca-Cola Femsa shares in Q1 2025, an estimated $1.49K.
  • HighMark Wealth Management first reported a position in Coca-Cola Femsa in Q3 2024 and held it in 2 quarters.
  • HighMark Wealth Management's Coca-Cola Femsa position peaked at $1.69K in Q3 2024.
  • 248 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2025.

Based on HighMark Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.