Navellier & Associates’s Coca-Cola Femsa KOF Stock Holding History

Navellier & Associates’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
2024 Q2	–	Sell	-53,891	Closed	-$5.24M	–	357
2024 Q1	$5.24M	Buy	53,891 +926	+2%	+$88.6K	0.65%	35
2023 Q4	$5.01M	Buy	52,965 +264	+0.5%	+$22K	0.75%	36
2023 Q3	$4.13M	Sell	52,701 -1,759	-3%	-$145K	0.71%	36
2023 Q2	$4.54M	Buy	54,460 +16,654	+44%	+$1.43M	0.88%	30
2023 Q1	$3.04M	Buy	+37,806	New	+$2.78M	0.64%	60

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Navellier & Associates's KOF Position: Q2 2024 in Review

Navellier & Associates sold out of Coca-Cola Femsa (KOF) in Q2 2024, closing a stake of 53,891 shares — an estimated $5.24M sold.

Navellier & Associates first reported a position in KOF in Q1 2023 and held it in 5 quarters. The position peaked at $5.24M in Q1 2024. 259 funds tracked by Wall St. Rank hold KOF as of Q2 2024.

Navellier & Associates reported no remaining Coca-Cola Femsa position as of Q2 2024 after selling out during the quarter.
Navellier & Associates sold 53,891 Coca-Cola Femsa shares in Q2 2024, an estimated $5.24M.
Navellier & Associates first reported a position in Coca-Cola Femsa in Q1 2023 and held it in 5 quarters.
Navellier & Associates's Coca-Cola Femsa position peaked at $5.24M in Q1 2024.
259 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2024.

Based on Navellier & Associates's 13F filing for Q2 2024, filed 8 Aug 2024.