Ken Fisher’s Coca-Cola Femsa KOF Stock Holding History

Ken Fisher’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 Q4	–	Sell	-7,519	Closed	-$667K	–	996
2024 Q3	$667K	Sell	7,519 -1,986	-21%	-$174K	﹤0.01%	713
2024 Q2	$816K	Buy	+9,505	New	+$890K	﹤0.01%	703

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

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

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Ken Fisher's KOF Position: Q4 2024 in Review

Ken Fisher sold out of Coca-Cola Femsa (KOF) in Q4 2024, closing a stake of 7,519 shares — an estimated $667K sold.

Ken Fisher first reported a position in KOF in Q2 2024 and held it in 2 quarters. The position peaked at $816K in Q2 2024. 233 funds tracked by Wall St. Rank hold KOF as of Q4 2024.

Ken Fisher reported no remaining Coca-Cola Femsa position as of Q4 2024 after selling out during the quarter.
Ken Fisher sold 7,519 Coca-Cola Femsa shares in Q4 2024, an estimated $667K.
Ken Fisher first reported a position in Coca-Cola Femsa in Q2 2024 and held it in 2 quarters.
Ken Fisher's Coca-Cola Femsa position peaked at $816K in Q2 2024.
233 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2024.

Based on Fisher Asset Management's 13F filing for Q4 2024, filed 5 Feb 2025.