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Milestone Wealth’s Coca-Cola Femsa KOF Stock Holding History

Milestone Wealth’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
2022
Q3 		$51K Hold
878
– – 0.06% 105
2022
Q2 		$49K Hold
878
– – 0.05% 111
2022
Q1 		$48K Hold
878
– – 0.04% 139
2021
Q4 		$48K Buy
+878
New +$46.6K 0.04% 139

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
SCP
Seafarer Capital Partners Larkspur, California $434M AUM 22.8% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
CCM
Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

Milestone Wealth's KOF Position: Q3 2022 in Review

Milestone Wealth held its Coca-Cola Femsa (KOF) position steady in Q3 2022 at 878 shares worth $51K. The position accounts for 0.06% of the portfolio, ranked #105.

Milestone Wealth first reported a position in KOF in Q4 2021 and has held it in 4 quarters since. 172 funds tracked by Wall St. Rank hold KOF as of Q3 2022.

  • Milestone Wealth held 878 shares of Coca-Cola Femsa worth $51K as of Q3 2022.
  • Milestone Wealth left its Coca-Cola Femsa share count unchanged in Q3 2022.
  • Coca-Cola Femsa made up 0.06% of Milestone Wealth's portfolio in Q3 2022, its #105 holding.
  • Milestone Wealth first reported a position in Coca-Cola Femsa in Q4 2021 and has held it in 4 quarters since.
  • 172 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.