Migdal Insurance & Financial Holdings’s Coca-Cola Femsa KOF Stock Holding History

Migdal Insurance & Financial Holdings’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
2020 Q3	–	Sell	-650	Closed	-$29K	–	733
2020 Q2	$29K	Hold	650	–	–	﹤0.01%	588
2020 Q1	$26K	Hold	650	–	–	﹤0.01%	550
2019 Q4	$39K	Hold	650	–	–	﹤0.01%	648
2019 Q3	$39K	Hold	650	–	–	﹤0.01%	623
2019 Q2	$40K	Hold	650	–	–	﹤0.01%	620
2019 Q1	$43K	Hold	650	–	–	﹤0.01%	577
2018 Q4	$40K	Sell	650 -350	-35%	-$21.2K	﹤0.01%	547
2018 Q3	$61K	Hold	1,000	–	–	﹤0.01%	661
2018 Q2	$56K	Hold	1,000	–	–	﹤0.01%	622
2018 Q1	$66K	Hold	1,000	–	–	﹤0.01%	429
2017 Q4	$70K	Hold	1,000	–	–	﹤0.01%	395
2017 Q3	$77K	Hold	1,000	–	–	﹤0.01%	383
2017 Q2	$83K	Hold	1,000	–	–	﹤0.01%	366
2017 Q1	$73K	Sell	1,000 -230	-19%	-$15.1K	﹤0.01%	377
2016 Q4	$79K	Buy	+1,230	New	+$85.9K	﹤0.01%	322

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PGEBT

Pactiv General Employee Benefit Trust Lake Forest, Illinois $8.68M AUM 0.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Migdal Insurance & Financial Holdings's KOF Position: Q3 2020 in Review

Migdal Insurance & Financial Holdings sold out of Coca-Cola Femsa (KOF) in Q3 2020, closing a stake of 650 shares — an estimated $29K sold.

Migdal Insurance & Financial Holdings first reported a position in KOF in Q4 2016 and held it in 15 quarters. The position peaked at $83K in Q2 2017. 115 funds tracked by Wall St. Rank hold KOF as of Q3 2020.

Migdal Insurance & Financial Holdings reported no remaining Coca-Cola Femsa position as of Q3 2020 after selling out during the quarter.
Migdal Insurance & Financial Holdings sold 650 Coca-Cola Femsa shares in Q3 2020, an estimated $29K.
Migdal Insurance & Financial Holdings first reported a position in Coca-Cola Femsa in Q4 2016 and held it in 15 quarters.
Migdal Insurance & Financial Holdings's Coca-Cola Femsa position peaked at $83K in Q2 2017.
115 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2020.

Based on Migdal Insurance & Financial Holdings's 13F filing for Q3 2020, filed 5 Nov 2020.