IWP
KOF icon

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

Icon Wealth Partners’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
2023
Q3 		$139K Sell
1,778
-238
-12% -$19.7K 0.02% 332
2023
Q2 		$168K Sell
2,016
-226
-10% -$19.4K 0.02% 335
2023
Q1 		$180K Buy
+2,242
New +$165K 0.02% 327

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 $81.4B AUM 40.71% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Icon Wealth Partners's KOF Position: Q3 2023 in Review

Icon Wealth Partners reduced its Coca-Cola Femsa (KOF) stake by 12% in Q3 2023, selling an estimated $19.7K and leaving 1,778 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #332.

Icon Wealth Partners first reported a position in KOF in Q1 2023 and has held it in 3 quarters since. The position peaked at $180K in Q1 2023. 229 funds tracked by Wall St. Rank hold KOF as of Q3 2023.

  • Icon Wealth Partners held 1,778 shares of Coca-Cola Femsa worth $139K as of Q3 2023.
  • Icon Wealth Partners sold 238 Coca-Cola Femsa shares in Q3 2023, an estimated $19.7K.
  • Coca-Cola Femsa made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #332 holding.
  • Icon Wealth Partners first reported a position in Coca-Cola Femsa in Q1 2023 and has held it in 3 quarters since.
  • Icon Wealth Partners's Coca-Cola Femsa position peaked at $180K in Q1 2023.
  • 229 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.