Private Ocean’s Coca-Cola Femsa KOF Stock Holding History

Private Ocean’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	-15	Closed	-$1.46K	–	659
2024 Q1	$1.46K	Buy	+15	New	+$1.44K	﹤0.01%	462

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

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

Private Ocean's KOF Position: Q2 2024 in Review

Private Ocean sold out of Coca-Cola Femsa (KOF) in Q2 2024, closing a stake of 15 shares — an estimated $1.46K sold.

Private Ocean first reported a position in KOF in Q1 2024 and held it in 1 quarter. The position peaked at $1.46K in Q1 2024. 258 funds tracked by Wall St. Rank hold KOF as of Q2 2024.

Private Ocean reported no remaining Coca-Cola Femsa position as of Q2 2024 after selling out during the quarter.
Private Ocean sold 15 Coca-Cola Femsa shares in Q2 2024, an estimated $1.46K.
Private Ocean first reported a position in Coca-Cola Femsa in Q1 2024 and held it in 1 quarter.
Private Ocean's Coca-Cola Femsa position peaked at $1.46K in Q1 2024.
258 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2024.

Based on Private Ocean's 13F filing for Q2 2024, filed 30 Jul 2024.