Lombard Odier Asset Management (Switzerland)’s Coca-Cola Femsa KOF Stock Holding History

Lombard Odier Asset Management (Switzerland)’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 Q3	–	Sell	-18,241	Closed	-$1.13M	–	369
2019 Q2	$1.13M	Buy	+18,241	New	+$1.17M	0.12%	152
2016 Q2	–	Sell	-150,000	Closed	-$12.5M	–	372
2016 Q1	$12.5M	Buy	150,000 +24,000	+19%	+$1.74M	1.48%	20
2015 Q4	$8.92M	Buy	+126,000	New	+$9.35M	1.08%	28

Other funds holding KOF

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

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

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

INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Lombard Odier Asset Management (Switzerland)'s KOF Position: Q3 2019 in Review

Lombard Odier Asset Management (Switzerland) sold out of Coca-Cola Femsa (KOF) in Q3 2019, closing a stake of 18,241 shares — an estimated $1.13M sold.

Lombard Odier Asset Management (Switzerland) first reported a position in KOF in Q4 2015 and held it in 3 quarters. The position peaked at $12.5M in Q1 2016. 105 funds tracked by Wall St. Rank hold KOF as of Q3 2019.

Lombard Odier Asset Management (Switzerland) reported no remaining Coca-Cola Femsa position as of Q3 2019 after selling out during the quarter.
Lombard Odier Asset Management (Switzerland) sold 18,241 Coca-Cola Femsa shares in Q3 2019, an estimated $1.13M.
Lombard Odier Asset Management (Switzerland) first reported a position in Coca-Cola Femsa in Q4 2015 and held it in 3 quarters.
Lombard Odier Asset Management (Switzerland)'s Coca-Cola Femsa position peaked at $12.5M in Q1 2016.
105 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2019.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q3 2019, filed 14 Nov 2019.