PCS
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Personal CFO Solutions’s Coca-Cola Femsa KOF Stock Holding History

Personal CFO Solutions’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
2023
Q2 		– Sell
-2,802
Closed -$225K – 491
2023
Q1 		$225K Buy
+2,802
New +$206K 0.05% 411

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
SCP
Seafarer Capital Partners Larkspur, California $436M AUM 42.05% 1-Year Est. Return

Personal CFO Solutions's KOF Position: Q2 2023 in Review

Personal CFO Solutions sold out of Coca-Cola Femsa (KOF) in Q2 2023, closing a stake of 2,802 shares — an estimated $225K sold.

Personal CFO Solutions first reported a position in KOF in Q1 2023 and held it in 1 quarter. The position peaked at $225K in Q1 2023. 230 funds tracked by Wall St. Rank hold KOF as of Q2 2023.

  • Personal CFO Solutions reported no remaining Coca-Cola Femsa position as of Q2 2023 after selling out during the quarter.
  • Personal CFO Solutions sold 2,802 Coca-Cola Femsa shares in Q2 2023, an estimated $225K.
  • Personal CFO Solutions first reported a position in Coca-Cola Femsa in Q1 2023 and held it in 1 quarter.
  • Personal CFO Solutions's Coca-Cola Femsa position peaked at $225K in Q1 2023.
  • 230 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2023.

Based on Personal CFO Solutions's 13F filing for Q2 2023, filed 10 Aug 2023.