JP Morgan Private Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History

JP Morgan Private 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
2023 Q3	$753K	Buy	9,594 +542	+6%	+$44.8K	﹤0.01%	1084
2023 Q2	$754K	Sell	9,052 -2,006	-18%	-$172K	﹤0.01%	869
2023 Q1	$890K	Sell	11,058 -739	-6%	-$54.3K	﹤0.01%	1213
2022 Q4	$801K	Buy	11,797 +1,733	+17%	+$113K	﹤0.01%	1252
2022 Q3	$588K	Buy	10,064 +4,653	+86%	+$277K	﹤0.01%	1385
2022 Q2	$299K	Buy	+5,411	New	+$303K	﹤0.01%	1646

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

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

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

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

JP Morgan Private Wealth Advisors's KOF Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors increased its Coca-Cola Femsa (KOF) stake by 6% in Q3 2023, buying an estimated $44.8K and bringing the position to 9,594 shares worth $753K. The position accounts for ﹤0.01% of the portfolio, ranked #1084.

JP Morgan Private Wealth Advisors first reported a position in KOF in Q2 2022 and has held it in 6 quarters since. The position peaked at $890K in Q1 2023. 229 funds tracked by Wall St. Rank hold KOF as of Q3 2023.

JP Morgan Private Wealth Advisors held 9,594 shares of Coca-Cola Femsa worth $753K as of Q3 2023.
JP Morgan Private Wealth Advisors bought 542 Coca-Cola Femsa shares in Q3 2023, an estimated $44.8K.
Coca-Cola Femsa made up ﹤0.01% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #1084 holding.
JP Morgan Private Wealth Advisors first reported a position in Coca-Cola Femsa in Q2 2022 and has held it in 6 quarters since.
JP Morgan Private Wealth Advisors's Coca-Cola Femsa position peaked at $890K in Q1 2023.
229 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.