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Ladenburg Thalmann Financial Services’s Coca-Cola Femsa KOF Stock Holding History

Ladenburg Thalmann Financial Services’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
2019
Q4 		$52K Buy
861
+25
+3% +$1.47K ﹤0.01% 3501
2019
Q3 		$50K Buy
836
+108
+15% +$6.55K ﹤0.01% 3451
2019
Q2 		$45K Buy
728
+11
+2% +$705 ﹤0.01% 3528
2019
Q1 		$47K Sell
717
-42
-6% -$2.63K ﹤0.01% 3442
2018
Q4 		$47K Buy
759
+9
+1% +$545 ﹤0.01% 3296
2018
Q3 		$46K Sell
750
-411
-35% -$25K ﹤0.01% 3364
2018
Q2 		$77K Hold
1,161
– – ﹤0.01% 2937
2018
Q1 		$77K Buy
1,161
+1,091
+1,559% +$77.8K ﹤0.01% 2937
2017
Q4 		$4K Buy
70
+1
+1% +$70 ﹤0.01% 4599
2017
Q3 		$6K Sell
69
-591
-90% -$49.2K ﹤0.01% 4328
2017
Q2 		$55K Hold
660
– – ﹤0.01% 2953
2017
Q1 		$47K Hold
660
– – ﹤0.01% 2960
2016
Q4 		$42K Buy
660
+21
+3% +$1.47K ﹤0.01% 2970
2016
Q3 		$48K Sell
639
-324
-34% -$25.1K ﹤0.01% 2807
2016
Q2 		$80K Hold
963
– – ﹤0.01% 2316
2016
Q1 		$80K Sell
963
-354
-27% -$25.6K ﹤0.01% 2232
2015
Q4 		$93K Buy
1,317
+235
+22% +$17.4K ﹤0.01% 2115
2015
Q3 		$75K Buy
1,082
+144
+15% +$10.6K ﹤0.01% 2190
2015
Q2 		$75K Sell
938
-11
-1% -$898 ﹤0.01% 2307
2015
Q1 		$76K Buy
949
+11
+1% +$921 ﹤0.01% 2260
2014
Q4 		$82K Hold
938
– – ﹤0.01% 2024
2014
Q3 		$95K Hold
938
– – ﹤0.01% 1628
2014
Q2 		$106K Buy
938
+1
+0.1% +$113 ﹤0.01% 1570
2014
Q1 		$99K Hold
937
– – ﹤0.01% 1514
2013
Q4 		$115K Sell
937
-800
-46% -$96.2K ﹤0.01% 1390
2013
Q3 		$218K Sell
1,737
-3
-0.2% -$412 0.01% 975
2013
Q2 		$244K Buy
+1,740
New +$272K 0.01% 893

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Ladenburg Thalmann Financial Services's KOF Position: Q4 2019 in Review

Ladenburg Thalmann Financial Services increased its Coca-Cola Femsa (KOF) stake by 3% in Q4 2019, buying an estimated $1.47K and bringing the position to 861 shares worth $52K. The position accounts for ﹤0.01% of the portfolio, ranked #3501.

Ladenburg Thalmann Financial Services first reported a position in KOF in Q2 2013 and has held it in 27 quarters since. The position peaked at $244K in Q2 2013. 115 funds tracked by Wall St. Rank hold KOF as of Q4 2019.

  • Ladenburg Thalmann Financial Services held 861 shares of Coca-Cola Femsa worth $52K as of Q4 2019.
  • Ladenburg Thalmann Financial Services bought 25 Coca-Cola Femsa shares in Q4 2019, an estimated $1.47K.
  • Coca-Cola Femsa made up ﹤0.01% of Ladenburg Thalmann Financial Services's portfolio in Q4 2019, its #3501 holding.
  • Ladenburg Thalmann Financial Services first reported a position in Coca-Cola Femsa in Q2 2013 and has held it in 27 quarters since.
  • Ladenburg Thalmann Financial Services's Coca-Cola Femsa position peaked at $244K in Q2 2013.
  • 115 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2019.

Based on Ladenburg Thalmann Financial Services's 13F filing for Q4 2019, filed 14 Feb 2020.