MAI Capital Management’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 | $38.2K | Buy |
395
+201
| +104% | +$19.4K | ﹤0.01% | 1896 |
|
2025
Q1 | $17.7K | Sell |
194
-81
| -29% | -$7.4K | ﹤0.01% | 2098 |
|
2024
Q4 | $21.4K | Buy |
+275
| New | +$21.4K | ﹤0.01% | 2054 |
|
2024
Q3 | – | Sell |
-6,400
| Closed | -$549K | – | 1143 |
|
2024
Q2 | $549K | Sell |
6,400
-506
| -7% | -$43.4K | 0.01% | 753 |
|
2024
Q1 | $671K | Buy |
6,906
+51
| +0.7% | +$4.96K | 0.01% | 677 |
|
2023
Q4 | $649K | Buy |
6,855
+60
| +0.9% | +$5.68K | 0.01% | 595 |
|
2023
Q3 | $533K | Sell |
6,795
-360
| -5% | -$28.2K | 0.01% | 609 |
|
2023
Q2 | $596K | Buy |
7,155
+21
| +0.3% | +$1.75K | 0.01% | 557 |
|
2023
Q1 | $574K | Buy |
7,134
+539
| +8% | +$43.4K | 0.01% | 576 |
|
2022
Q4 | $448K | Buy |
6,595
+2,353
| +55% | +$160K | 0.01% | 633 |
|
2022
Q3 | $248K | Buy |
+4,242
| New | +$248K | ﹤0.01% | 738 |
|