Mackenzie Financial
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Mackenzie Financial’s Coca-Cola Femsa KOF Stock Holding History

Mackenzie Financial’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
Q2 		– Sell
-5,800
Closed -$383K – 1186
2019
Q1 		$383K Buy
+5,800
New +$364K ﹤0.01% 1069
2018
Q2 		– Sell
-4,100
Closed -$272K – 1032
2018
Q1 		$272K Buy
4,100
+700
+21% +$49.9K ﹤0.01% 829
2017
Q4 		$237K Buy
+3,400
New +$238K ﹤0.01% 782
2013
Q4 		– Sell
-51,800
Closed -$6.53M – 647
2013
Q3 		$6.53M Buy
51,800
+29,500
+132% +$4.05M 0.03% 276
2013
Q2 		$3.13M Buy
+22,300
New +$3.48M 0.01% 349

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
II
INCA Investments Miami, Florida $282M AUM 42.53% 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
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Mackenzie Financial's KOF Position: Q2 2019 in Review

Mackenzie Financial sold out of Coca-Cola Femsa (KOF) in Q2 2019, closing a stake of 5,800 shares — an estimated $383K sold.

Mackenzie Financial first reported a position in KOF in Q2 2013 and held it in 5 quarters. The position peaked at $6.53M in Q3 2013. 109 funds tracked by Wall St. Rank hold KOF as of Q2 2019.

  • Mackenzie Financial reported no remaining Coca-Cola Femsa position as of Q2 2019 after selling out during the quarter.
  • Mackenzie Financial sold 5,800 Coca-Cola Femsa shares in Q2 2019, an estimated $383K.
  • Mackenzie Financial first reported a position in Coca-Cola Femsa in Q2 2013 and held it in 5 quarters.
  • Mackenzie Financial's Coca-Cola Femsa position peaked at $6.53M in Q3 2013.
  • 109 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2019.

Based on Mackenzie Financial's 13F filing for Q2 2019, filed 14 Aug 2019.