Next Financial Group’s Coca-Cola Femsa KOF Stock Holding History

Next Financial Group’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
2021 Q4	$0	Buy	+2	New	+$106	﹤0.01%	2916
2021 Q1	–	Sell	-71	Closed	-$3K	–	2592
2020 Q4	$3K	Buy	+71	New	+$3.09K	﹤0.01%	2106
2020 Q2	–	Sell	-12	Closed	–	–	1288
2020 Q1	$0	Sell	12 -740	-98%	-$41.7K	﹤0.01%	2267
2019 Q4	$46K	Buy	+752	New	+$44.2K	﹤0.01%	1221
2017 Q2	–	Sell	-150	Closed	-$11K	–	1942
2017 Q1	$11K	Hold	150	–	–	﹤0.01%	1248
2016 Q4	$10K	Hold	150	–	–	﹤0.01%	1653
2016 Q3	$11K	Hold	150	–	–	﹤0.01%	1613
2016 Q2	$12K	Hold	150	–	–	﹤0.01%	1140
2016 Q1	$12K	Sell	150 -150	-50%	-$10.8K	﹤0.01%	1100
2015 Q4	$21K	Hold	300	–	–	0.01%	899
2015 Q3	$20K	Sell	300 -350	-54%	-$25.7K	0.01%	946
2015 Q2	$51K	Buy	650 +350	+117%	+$28.6K	0.02%	660
2015 Q1	$23K	Hold	300	–	–	0.01%	940
2014 Q4	$26K	Hold	300	–	–	0.01%	878
2014 Q3	$30K	Hold	300	–	–	0.01%	1207
2014 Q2	$33K	Buy	+300	New	+$33.8K	0.02%	457

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

BlackRock New York $5.72T AUM 30.48% 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

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

FWIA

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

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Next Financial Group's KOF Position: Q4 2021 in Review

Next Financial Group opened a new position in Coca-Cola Femsa (KOF) in Q4 2021: 2 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2916 among its holdings. This is a return to the name: Next Financial Group previously reported a position in KOF as recently as Q4 2020.

Next Financial Group first reported a position in KOF in Q2 2014 and has held it in 16 quarters since. The position peaked at $51K in Q2 2015. 152 funds tracked by Wall St. Rank hold KOF as of Q4 2021.

Next Financial Group held 2 shares of Coca-Cola Femsa worth $0 as of Q4 2021.
Coca-Cola Femsa was a new Next Financial Group position in Q4 2021.
Coca-Cola Femsa made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2916 holding.
Next Financial Group first reported a position in Coca-Cola Femsa in Q2 2014 and has held it in 16 quarters since.
Next Financial Group's Coca-Cola Femsa position peaked at $51K in Q2 2015.
152 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.