Pension & Wealth Management Advisors’s Coca-Cola Femsa KOF Stock Holding History

Pension & Wealth Management 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 Q3	–	Sell	-75	Closed	-$6.44K	–	399
2024 Q2	$6.44K	Hold	75	–	–	﹤0.01%	297
2024 Q1	$7.29K	Hold	75	–	–	﹤0.01%	291
2023 Q4	$7.1K	Buy	+75	New	+$6.25K	﹤0.01%	269

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

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

Pension & Wealth Management Advisors's KOF Position: Q3 2024 in Review

Pension & Wealth Management Advisors sold out of Coca-Cola Femsa (KOF) in Q3 2024, closing a stake of 75 shares — an estimated $6.44K sold.

Pension & Wealth Management Advisors first reported a position in KOF in Q4 2023 and held it in 3 quarters. The position peaked at $7.29K in Q1 2024. 236 funds tracked by Wall St. Rank hold KOF as of Q3 2024.

Pension & Wealth Management Advisors reported no remaining Coca-Cola Femsa position as of Q3 2024 after selling out during the quarter.
Pension & Wealth Management Advisors sold 75 Coca-Cola Femsa shares in Q3 2024, an estimated $6.44K.
Pension & Wealth Management Advisors first reported a position in Coca-Cola Femsa in Q4 2023 and held it in 3 quarters.
Pension & Wealth Management Advisors's Coca-Cola Femsa position peaked at $7.29K in Q1 2024.
236 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2024.

Based on Pension & Wealth Management Advisors's 13F filing for Q3 2024, filed 7 Aug 2026.