Morton Brown Family Wealth’s Coca-Cola Femsa KOF Stock Holding History

Morton Brown Family 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 Q4	–	Sell	-10	Closed	-$1K	–	199
2022 Q3	$1K	Buy	+10	New	+$596	﹤0.01%	194

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 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

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

SCP

Seafarer Capital Partners Larkspur, California $436M AUM 42.05% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

FWIA

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

Morton Brown Family Wealth's KOF Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Coca-Cola Femsa (KOF) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

Morton Brown Family Wealth first reported a position in KOF in Q3 2022 and held it in 1 quarter. The position peaked at $1K in Q3 2022. 199 funds tracked by Wall St. Rank hold KOF as of Q4 2022.

Morton Brown Family Wealth reported no remaining Coca-Cola Femsa position as of Q4 2022 after selling out during the quarter.
Morton Brown Family Wealth sold 10 Coca-Cola Femsa shares in Q4 2022, an estimated $1K.
Morton Brown Family Wealth first reported a position in Coca-Cola Femsa in Q3 2022 and held it in 1 quarter.
Morton Brown Family Wealth's Coca-Cola Femsa position peaked at $1K in Q3 2022.
199 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.