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Probity Advisors’s Coca-Cola Femsa KOF Stock Holding History

Probity 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
2019
Q4 		– Sell
-3,389
Closed -$205K – 180
2019
Q3 		$205K Sell
3,389
-1,814
-35% -$110K 0.07% 170
2019
Q2 		$323K Sell
5,203
-856
-14% -$54.9K 0.11% 141
2019
Q1 		$400K Sell
6,059
-1,631
-21% -$102K 0.14% 124
2018
Q4 		$468K Sell
7,690
-1,176
-13% -$71.2K 0.17% 101
2018
Q3 		$543K Sell
8,866
-6
-0.1% -$365 0.18% 101
2018
Q2 		$501K Buy
8,872
+976
+12% +$59.7K 0.18% 100
2018
Q1 		$525K Buy
7,896
+933
+13% +$66.5K 0.18% 99
2017
Q4 		$485K Buy
6,963
+2,006
+40% +$140K 0.17% 100
2017
Q3 		$382K Buy
4,957
+681
+16% +$56.7K 0.14% 98
2017
Q2 		$362K Buy
4,276
+330
+8% +$25.7K 0.14% 103
2017
Q1 		$283K Buy
+3,946
New +$259K 0.11% 116

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
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Probity Advisors's KOF Position: Q4 2019 in Review

Probity Advisors sold out of Coca-Cola Femsa (KOF) in Q4 2019, closing a stake of 3,389 shares — an estimated $205K sold.

Probity Advisors first reported a position in KOF in Q1 2017 and held it in 11 quarters. The position peaked at $543K in Q3 2018. 115 funds tracked by Wall St. Rank hold KOF as of Q4 2019.

  • Probity Advisors reported no remaining Coca-Cola Femsa position as of Q4 2019 after selling out during the quarter.
  • Probity Advisors sold 3,389 Coca-Cola Femsa shares in Q4 2019, an estimated $205K.
  • Probity Advisors first reported a position in Coca-Cola Femsa in Q1 2017 and held it in 11 quarters.
  • Probity Advisors's Coca-Cola Femsa position peaked at $543K in Q3 2018.
  • 115 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2019.

Based on Probity Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.