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Pacific Capital Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History

Pacific Capital Wealth Advisors’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
-42
Closed -$4.08K – 620
2024
Q1 		$4.08K Buy
+42
New +$4.02K ﹤0.01% 344

Other funds holding KOF

Gates Foundation Trust
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
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
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

Pacific Capital Wealth Advisors's KOF Position: Q2 2024 in Review

Pacific Capital Wealth Advisors sold out of Coca-Cola Femsa (KOF) in Q2 2024, closing a stake of 42 shares — an estimated $4.08K sold.

Pacific Capital Wealth Advisors first reported a position in KOF in Q1 2024 and held it in 1 quarter. The position peaked at $4.08K in Q1 2024. 258 funds tracked by Wall St. Rank hold KOF as of Q2 2024.

  • Pacific Capital Wealth Advisors reported no remaining Coca-Cola Femsa position as of Q2 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 42 Coca-Cola Femsa shares in Q2 2024, an estimated $4.08K.
  • Pacific Capital Wealth Advisors first reported a position in Coca-Cola Femsa in Q1 2024 and held it in 1 quarter.
  • Pacific Capital Wealth Advisors's Coca-Cola Femsa position peaked at $4.08K in Q1 2024.
  • 258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q2 2024, filed 6 Aug 2024.