Patriot Financial Group Insurance Agency’s Coca-Cola Femsa KOF Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-64	Closed	-$4K	–	1245
2022 Q2	$4K	Hold	64	–	–	﹤0.01%	1559
2022 Q1	$4K	Sell	64 -36	-36%	-$1.92K	﹤0.01%	1694
2021 Q4	$5K	Sell	100 -50	-33%	-$2.65K	﹤0.01%	1711
2021 Q3	$8K	Buy	150 +100	+200%	+$5.6K	﹤0.01%	1559
2021 Q2	$3K	Buy	50 +49	+4,900%	+$2.41K	﹤0.01%	1789
2021 Q1	$0	Sell	1 -28	-97%	-$1.28K	﹤0.01%	2033
2020 Q4	$1K	Hold	29	–	–	﹤0.01%	1764
2020 Q3	$1K	Hold	29	–	–	﹤0.01%	1560
2020 Q2	$1K	Buy	29 +1	+4%	+$42	﹤0.01%	1530
2020 Q1	$1K	Buy	+28	New	+$1.58K	﹤0.01%	1448

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SCP

Seafarer Capital Partners Larkspur, California $434M AUM 22.8% 1-Year Est. Return

FWIA

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

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

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Patriot Financial Group Insurance Agency's KOF Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Coca-Cola Femsa (KOF) in Q3 2022, closing a stake of 64 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in KOF in Q1 2020 and held it in 10 quarters. The position peaked at $8K in Q3 2021. 173 funds tracked by Wall St. Rank hold KOF as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Coca-Cola Femsa position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 64 Coca-Cola Femsa shares in Q3 2022, an estimated $4K.
Patriot Financial Group Insurance Agency first reported a position in Coca-Cola Femsa in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Coca-Cola Femsa position peaked at $8K in Q3 2021.
173 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.