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Morningstar Investment Services’s Coca-Cola Femsa KOF Stock Holding History

Morningstar Investment Services’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
2016
Q2 		– Sell
-5,376
Closed -$446K – 227
2016
Q1 		$446K Sell
5,376
-8,876
-62% -$642K 0.02% 180
2015
Q4 		$1.01M Sell
14,252
-890
-6% -$66.1K 0.04% 156
2015
Q3 		$1.05M Buy
15,142
+1,097
+8% +$80.5K 0.04% 163
2015
Q2 		$1.12M Sell
14,045
-2,640
-16% -$215K 0.05% 160
2015
Q1 		$1.33M Buy
16,685
+9,730
+140% +$815K 0.06% 146
2014
Q4 		$602K Buy
+6,955
New +$676K 0.03% 173

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morningstar Investment Services's KOF Position: Q2 2016 in Review

Morningstar Investment Services sold out of Coca-Cola Femsa (KOF) in Q2 2016, closing a stake of 5,376 shares — an estimated $446K sold.

Morningstar Investment Services first reported a position in KOF in Q4 2014 and held it in 6 quarters. The position peaked at $1.33M in Q1 2015. 113 funds tracked by Wall St. Rank hold KOF as of Q2 2016.

  • Morningstar Investment Services reported no remaining Coca-Cola Femsa position as of Q2 2016 after selling out during the quarter.
  • Morningstar Investment Services sold 5,376 Coca-Cola Femsa shares in Q2 2016, an estimated $446K.
  • Morningstar Investment Services first reported a position in Coca-Cola Femsa in Q4 2014 and held it in 6 quarters.
  • Morningstar Investment Services's Coca-Cola Femsa position peaked at $1.33M in Q1 2015.
  • 113 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2016.

Based on Morningstar Investment Services's 13F filing for Q2 2016, filed 4 Aug 2016.