Johnson Financial Group Inc (Wisconsin)’s Coca-Cola Femsa KOF Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q2	–	Sell	-311	Closed	-$25K	–	669
2023 Q1	$25K	Hold	311	–	–	﹤0.01%	463
2022 Q4	$21.1K	Hold	311	–	–	﹤0.01%	432
2022 Q3	$20K	Hold	311	–	–	﹤0.01%	438
2022 Q2	$17K	Hold	311	–	–	﹤0.01%	485
2022 Q1	$17K	Hold	311	–	–	﹤0.01%	536
2021 Q4	$17K	Sell	311 -149	-32%	-$7.91K	﹤0.01%	582
2021 Q3	$26K	Hold	460	–	–	﹤0.01%	476
2021 Q2	$24K	Hold	460	–	–	﹤0.01%	493
2021 Q1	$21K	Buy	+460	New	+$21.1K	﹤0.01%	498

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

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

SCP

Seafarer Capital Partners Larkspur, California $436M AUM 42.05% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s KOF Position: Q2 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Coca-Cola Femsa (KOF) in Q2 2023, closing a stake of 311 shares — an estimated $25K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in KOF in Q1 2021 and held it in 9 quarters. The position peaked at $26K in Q3 2021. 230 funds tracked by Wall St. Rank hold KOF as of Q2 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining Coca-Cola Femsa position as of Q2 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 311 Coca-Cola Femsa shares in Q2 2023, an estimated $25K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Coca-Cola Femsa in Q1 2021 and held it in 9 quarters.
Johnson Financial Group Inc (Wisconsin)'s Coca-Cola Femsa position peaked at $26K in Q3 2021.
230 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2023, filed 14 Aug 2023.