Principal Financial Group
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Principal Financial Group’s Coca-Cola Femsa KOF Stock Holding History

Principal Financial Group’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
2017
Q4 		– Sell
-243,752
Closed -$18.8M – 2255
2017
Q3 		$18.8M Buy
243,752
+30,975
+15% +$2.58M 0.02% 823
2017
Q2 		$18M Buy
+212,777
New +$16.6M 0.02% 831

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Principal Financial Group's KOF Position: Q4 2017 in Review

Principal Financial Group sold out of Coca-Cola Femsa (KOF) in Q4 2017, closing a stake of 243,752 shares — an estimated $18.8M sold.

Principal Financial Group first reported a position in KOF in Q2 2017 and held it in 2 quarters. The position peaked at $18.8M in Q3 2017. 105 funds tracked by Wall St. Rank hold KOF as of Q4 2017.

  • Principal Financial Group reported no remaining Coca-Cola Femsa position as of Q4 2017 after selling out during the quarter.
  • Principal Financial Group sold 243,752 Coca-Cola Femsa shares in Q4 2017, an estimated $18.8M.
  • Principal Financial Group first reported a position in Coca-Cola Femsa in Q2 2017 and held it in 2 quarters.
  • Principal Financial Group's Coca-Cola Femsa position peaked at $18.8M in Q3 2017.
  • 105 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2017.

Based on Principal Financial Group's 13F filing for Q4 2017, filed 13 Feb 2018.