Investors Research Corp’s Coca-Cola Femsa KOF Stock Holding History

Investors Research Corp’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 Q2	–	Sell	-2,750	Closed	-$267K	–	1080
2024 Q1	$267K	Hold	2,750	–	–	0.06%	284
2023 Q4	$260K	Hold	2,750	–	–	0.06%	288
2023 Q3	$216K	Hold	2,750	–	–	0.06%	310
2023 Q2	$229K	Hold	2,750	–	–	0.06%	308
2023 Q1	$221K	Sell	2,750 -250	-8%	-$18.4K	0.06%	312
2022 Q4	$204K	Hold	3,000	–	–	0.06%	315
2022 Q3	$175K	Hold	3,000	–	–	0.05%	316
2022 Q2	$166K	Hold	3,000	–	–	0.05%	333
2022 Q1	$165K	Hold	3,000	–	–	0.05%	341
2021 Q4	$164K	Hold	3,000	–	–	0.05%	333
2021 Q3	$169K	Hold	3,000	–	–	0.06%	314
2021 Q2	$159K	Hold	3,000	–	–	0.06%	324
2021 Q1	$139K	Sell	3,000 -150	-5%	-$6.88K	0.05%	338
2020 Q4	$145K	Hold	3,150	–	–	0.06%	355
2020 Q3	$128K	Hold	3,150	–	–	0.06%	339
2020 Q2	$138K	Hold	3,150	–	–	0.07%	309
2020 Q1	$127K	Hold	3,150	–	–	0.08%	292
2019 Q4	$191K	Hold	3,150	–	–	0.09%	293
2019 Q3	$191K	Sell	3,150 -150	-5%	-$9.09K	0.1%	272
2019 Q2	$205K	Hold	3,300	–	–	0.11%	247
2019 Q1	$218K	Hold	3,300	–	–	0.12%	240
2018 Q4	$201K	Hold	3,300	–	–	0.14%	241
2018 Q3	$202K	Buy	+3,300	New	+$201K	0.12%	286
2018 Q2	–	Sell	-3,300	Closed	-$219K	–	343
2018 Q1	$219K	Hold	3,300	–	–	0.13%	260
2017 Q4	$230K	Buy	+3,300	New	+$231K	0.14%	247

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Investors Research Corp's KOF Position: Q2 2024 in Review

Investors Research Corp sold out of Coca-Cola Femsa (KOF) in Q2 2024, closing a stake of 2,750 shares — an estimated $267K sold.

Investors Research Corp first reported a position in KOF in Q4 2017 and held it in 25 quarters. The position peaked at $267K in Q1 2024. 258 funds tracked by Wall St. Rank hold KOF as of Q2 2024.

Investors Research Corp reported no remaining Coca-Cola Femsa position as of Q2 2024 after selling out during the quarter.
Investors Research Corp sold 2,750 Coca-Cola Femsa shares in Q2 2024, an estimated $267K.
Investors Research Corp first reported a position in Coca-Cola Femsa in Q4 2017 and held it in 25 quarters.
Investors Research Corp's Coca-Cola Femsa position peaked at $267K in Q1 2024.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2024.

Based on Investors Research Corp's 13F filing for Q2 2024, filed 31 Jul 2024.