Northwestern Mutual Wealth Management’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.17M | Buy |
12,142
+1,598
| +15% | +$155K | ﹤0.01% | 1119 |
|
|
2025
Q1 | $963K | Buy |
10,544
+2,015
| +24% | +$184K | ﹤0.01% | 1115 |
|
|
2024
Q4 | $664K | Buy |
8,529
+5,485
| +180% | +$427K | ﹤0.01% | 1213 |
|
|
2024
Q3 | $270K | Buy |
3,044
+2,891
| +1,890% | +$256K | ﹤0.01% | 1530 |
|
|
2024
Q2 | $13.1K | Sell |
153
-7
| -4% | -$601 | ﹤0.01% | 2548 |
|
|
2024
Q1 | $15.6K | Sell |
160
-6
| -4% | -$583 | ﹤0.01% | 2489 |
|
|
2023
Q4 | $15.7K | Sell |
166
-8
| -5% | -$757 | ﹤0.01% | 2480 |
|
|
2023
Q3 | $13.6K | Sell |
174
-52
| -23% | -$4.08K | ﹤0.01% | 2446 |
|
|
2023
Q2 | $18.8K | Buy |
226
+80
| +55% | +$6.67K | ﹤0.01% | 2343 |
|
|
2023
Q1 | $11.7K | Buy |
146
+33
| +29% | +$2.66K | ﹤0.01% | 2453 |
|
|
2022
Q4 | $7.67K | Buy |
+113
| New | +$7.67K | ﹤0.01% | 2594 |
|
|
2022
Q3 | – | Sell |
-10,504
| Closed | -$580K | – | 3257 |
|
|
2022
Q2 | $580K | Buy |
10,504
+73
| +0.7% | +$4.03K | ﹤0.01% | 985 |
|
|
2022
Q1 | $573K | Buy |
10,431
+10
| +0.1% | +$549 | ﹤0.01% | 1025 |
|
|
2021
Q4 | $571K | Buy |
10,421
+1,083
| +12% | +$59.3K | ﹤0.01% | 1025 |
|
|
2021
Q3 | $525K | Buy |
9,338
+507
| +6% | +$28.5K | ﹤0.01% | 971 |
|
|
2021
Q2 | $467K | Buy |
8,831
+4,179
| +90% | +$221K | ﹤0.01% | 1006 |
|
|
2021
Q1 | $215K | Buy |
4,652
+3,328
| +251% | +$154K | ﹤0.01% | 1218 |
|
|
2020
Q4 | $61K | Buy |
1,324
+494
| +60% | +$22.8K | ﹤0.01% | 1580 |
|
|
2020
Q3 | $34K | Buy |
+830
| New | +$34K | ﹤0.01% | 1627 |
|
|
2019
Q3 | – | Sell |
-487
| Closed | -$30K | – | 2584 |
|
|
2019
Q2 | $30K | Sell |
487
-1
| -0.2% | -$62 | ﹤0.01% | 1579 |
|
|
2019
Q1 | $32K | Hold |
488
| – | – | ﹤0.01% | 1537 |
|
|
2018
Q4 | $30K | Buy |
488
+1
| +0.2% | +$61 | ﹤0.01% | 1448 |
|
|
2018
Q3 | $30K | Buy |
487
+60
| +14% | +$3.7K | ﹤0.01% | 1498 |
|
|
2018
Q2 | $24K | Buy |
427
+1
| +0.2% | +$56 | ﹤0.01% | 1528 |
|
|
2018
Q1 | $28K | Hold |
426
| – | – | ﹤0.01% | 1410 |
|
|
2017
Q4 | $30K | Buy |
426
+1
| +0.2% | +$70 | ﹤0.01% | 1350 |
|
|
2017
Q3 | $33K | Hold |
425
| – | – | ﹤0.01% | 1268 |
|
|
2017
Q2 | $36K | Buy |
425
+1
| +0.2% | +$85 | ﹤0.01% | 1197 |
|
|
2017
Q1 | $30K | Hold |
424
| – | – | ﹤0.01% | 1190 |
|
|
2016
Q4 | $27K | Buy |
+424
| New | +$27K | ﹤0.01% | 1244 |
|
|
2016
Q3 | – | Sell |
-164
| Closed | -$14K | – | 911 |
|
|
2016
Q2 | $14K | Buy |
164
+94
| +134% | +$8.02K | ﹤0.01% | 1269 |
|
|
2016
Q1 | $6K | Hold |
70
| – | – | ﹤0.01% | 1588 |
|
|
2015
Q4 | $5K | Sell |
70
-295
| -81% | -$21.1K | ﹤0.01% | 1301 |
|
|
2015
Q3 | $25K | Hold |
365
| – | – | ﹤0.01% | 861 |
|
|
2015
Q2 | $29K | Hold |
365
| – | – | ﹤0.01% | 792 |
|
|
2015
Q1 | $29K | Buy |
365
+295
| +421% | +$23.4K | ﹤0.01% | 775 |
|
|
2014
Q4 | $6K | Buy |
+70
| New | +$6K | ﹤0.01% | 1239 |
|