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

Janiczek 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
2024
Q2 		$4.89K Hold
57
– – ﹤0.01% 742
2024
Q1 		$5.54K Hold
57
– – ﹤0.01% 750
2023
Q4 		$5.39K Buy
+57
New +$4.75K ﹤0.01% 744

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
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

Janiczek Wealth Management's KOF Position: Q2 2024 in Review

Janiczek Wealth Management held its Coca-Cola Femsa (KOF) position steady in Q2 2024 at 57 shares worth $4.89K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Janiczek Wealth Management first reported a position in KOF in Q4 2023 and has held it in 3 quarters since. The position peaked at $5.54K in Q1 2024. 258 funds tracked by Wall St. Rank hold KOF as of Q2 2024.

  • Janiczek Wealth Management held 57 shares of Coca-Cola Femsa worth $4.89K as of Q2 2024.
  • Janiczek Wealth Management left its Coca-Cola Femsa share count unchanged in Q2 2024.
  • Coca-Cola Femsa made up ﹤0.01% of Janiczek Wealth Management's portfolio in Q2 2024, its #742 holding.
  • Janiczek Wealth Management first reported a position in Coca-Cola Femsa in Q4 2023 and has held it in 3 quarters since.
  • Janiczek Wealth Management's Coca-Cola Femsa position peaked at $5.54K in Q1 2024.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.