Meritage Portfolio Management’s Coca-Cola Femsa KOF Stock Holding History

Meritage Portfolio 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 Q4	–	Sell	-41,528	Closed	-$3.68M	–	334
2024 Q3	$3.68M	Buy	41,528 +10,867	+35%	+$950K	0.23%	135
2024 Q2	$2.63M	Sell	30,661 -647	-2%	-$60.6K	0.17%	154
2024 Q1	$3.04M	Sell	31,308 -1,837	-6%	-$176K	0.19%	150
2023 Q4	$3.14M	Sell	33,145 -159	-0.5%	-$13.2K	0.21%	142
2023 Q3	$2.61M	Sell	33,304 -438	-1%	-$36.2K	0.19%	152
2023 Q2	$2.81M	Buy	33,742 +1,435	+4%	+$123K	0.2%	153
2023 Q1	$2.6M	Sell	32,307 -30,050	-48%	-$2.21M	0.19%	148
2022 Q4	$4.23M	Buy	62,357 +3,237	+5%	+$211K	0.33%	112
2022 Q3	$3.45M	Buy	+59,120	New	+$3.52M	0.29%	110

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 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

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

FWIA

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

Meritage Portfolio Management's KOF Position: Q4 2024 in Review

Meritage Portfolio Management sold out of Coca-Cola Femsa (KOF) in Q4 2024, closing a stake of 41,528 shares — an estimated $3.68M sold.

Meritage Portfolio Management first reported a position in KOF in Q3 2022 and held it in 9 quarters. The position peaked at $4.23M in Q4 2022. 232 funds tracked by Wall St. Rank hold KOF as of Q4 2024.

Meritage Portfolio Management reported no remaining Coca-Cola Femsa position as of Q4 2024 after selling out during the quarter.
Meritage Portfolio Management sold 41,528 Coca-Cola Femsa shares in Q4 2024, an estimated $3.68M.
Meritage Portfolio Management first reported a position in Coca-Cola Femsa in Q3 2022 and held it in 9 quarters.
Meritage Portfolio Management's Coca-Cola Femsa position peaked at $4.23M in Q4 2022.
232 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2024.

Based on Meritage Portfolio Management's 13F filing for Q4 2024, filed 27 Jan 2025.