IWA
KOF icon

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

Icon 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
2024
Q1 		– Sell
-1,603
Closed -$152K – 473
2023
Q4 		$152K Buy
+1,603
New +$134K 0.02% 354
2022
Q4 		– Sell
-2,681
Closed -$157K – 379
2022
Q3 		$157K Buy
+2,681
New +$160K 0.02% 326

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Icon Wealth Advisors's KOF Position: Q1 2024 in Review

Icon Wealth Advisors sold out of Coca-Cola Femsa (KOF) in Q1 2024, closing a stake of 1,603 shares — an estimated $152K sold.

Icon Wealth Advisors first reported a position in KOF in Q3 2022 and held it in 2 quarters. The position peaked at $157K in Q3 2022. 267 funds tracked by Wall St. Rank hold KOF as of Q1 2024.

  • Icon Wealth Advisors reported no remaining Coca-Cola Femsa position as of Q1 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 1,603 Coca-Cola Femsa shares in Q1 2024, an estimated $152K.
  • Icon Wealth Advisors first reported a position in Coca-Cola Femsa in Q3 2022 and held it in 2 quarters.
  • Icon Wealth Advisors's Coca-Cola Femsa position peaked at $157K in Q3 2022.
  • 267 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2024.

Based on Icon Wealth Advisors's 13F filing for Q1 2024, filed 15 May 2024.