Laird Norton Wetherby Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q2	–	Sell	-2,101	Closed	-$204K	–	952
2024 Q1	$204K	Buy	+2,101	New	+$201K	0.01%	879
2017 Q4	–	Sell	-2,804	Closed	-$216K	–	670
2017 Q3	$216K	Buy	2,804 +7	+0.3%	+$583	0.03%	543
2017 Q2	$237K	Buy	+2,797	New	+$218K	0.04%	494

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

CCM

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

FWIA

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

Laird Norton Wetherby Wealth Management's KOF Position: Q2 2024 in Review

Laird Norton Wetherby Wealth Management sold out of Coca-Cola Femsa (KOF) in Q2 2024, closing a stake of 2,101 shares — an estimated $204K sold.

Laird Norton Wetherby Wealth Management first reported a position in KOF in Q2 2017 and held it in 3 quarters. The position peaked at $237K in Q2 2017. 258 funds tracked by Wall St. Rank hold KOF as of Q2 2024.

Laird Norton Wetherby Wealth Management reported no remaining Coca-Cola Femsa position as of Q2 2024 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 2,101 Coca-Cola Femsa shares in Q2 2024, an estimated $204K.
Laird Norton Wetherby Wealth Management first reported a position in Coca-Cola Femsa in Q2 2017 and held it in 3 quarters.
Laird Norton Wetherby Wealth Management's Coca-Cola Femsa position peaked at $237K in Q2 2017.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2024.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.