Kestra Private Wealth Services’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $753K | Buy |
7,788
+632
| +9% | +$61.1K | 0.01% | 853 |
|
|
2025
Q1 | $653K | Sell |
7,156
-1,361
| -16% | -$124K | 0.01% | 846 |
|
|
2024
Q4 | $663K | Buy |
8,517
+1,170
| +16% | +$91.1K | 0.01% | 808 |
|
|
2024
Q3 | $652K | Buy |
7,347
+443
| +6% | +$39.3K | 0.01% | 769 |
|
|
2024
Q2 | $593K | Sell |
6,904
-3,631
| -34% | -$312K | 0.01% | 761 |
|
|
2024
Q1 | $1.02M | Buy |
10,535
+1,702
| +19% | +$165K | 0.02% | 552 |
|
|
2023
Q4 | $836K | Buy |
8,833
+1,266
| +17% | +$120K | 0.02% | 572 |
|
|
2023
Q3 | $594K | Sell |
7,567
-4,625
| -38% | -$363K | 0.02% | 613 |
|
|
2023
Q2 | $1.02M | Buy |
12,192
+769
| +7% | +$64.1K | 0.03% | 428 |
|
|
2023
Q1 | $919K | Buy |
+11,423
| New | +$919K | 0.04% | 431 |
|