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MOTCO’s Coca-Cola Femsa KOF Stock Holding History

MOTCO’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
2014
Q4 		– Sell
-65
Closed -$7K – 627
2014
Q3 		$7K Hold
65
– – ﹤0.01% 517
2014
Q2 		$7K Hold
65
– – ﹤0.01% 502
2014
Q1 		$7K Sell
65
-10
-13% -$1.04K ﹤0.01% 485
2013
Q4 		$9K Hold
75
– – ﹤0.01% 479
2013
Q3 		$9K Sell
75
-25
-25% -$3.43K ﹤0.01% 464
2013
Q2 		$14K Buy
+100
New +$15.6K ﹤0.01% 421

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
HIM
HughesLittle Investment Management Vancouver $511M AUM 24.72% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

MOTCO's KOF Position: Q4 2014 in Review

MOTCO sold out of Coca-Cola Femsa (KOF) in Q4 2014, closing a stake of 65 shares — an estimated $7K sold.

MOTCO first reported a position in KOF in Q2 2013 and held it in 6 quarters. The position peaked at $14K in Q2 2013. 100 funds tracked by Wall St. Rank hold KOF as of Q4 2014.

  • MOTCO reported no remaining Coca-Cola Femsa position as of Q4 2014 after selling out during the quarter.
  • MOTCO sold 65 Coca-Cola Femsa shares in Q4 2014, an estimated $7K.
  • MOTCO first reported a position in Coca-Cola Femsa in Q2 2013 and held it in 6 quarters.
  • MOTCO's Coca-Cola Femsa position peaked at $14K in Q2 2013.
  • 100 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2014.

Based on MOTCO's 13F filing for Q4 2014, filed 5 Feb 2015.