QP Wealth Management’s Coca-Cola Femsa KOF Stock Holding History

QP Wealth Management’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 Q3	$252K	Sell	3,210 -118	-4%	-$9.76K	0.44%	58
2023 Q2	$277K	Sell	3,328 -275	-8%	-$23.6K	0.44%	52
2023 Q1	$290K	Sell	3,603 -16	-0.4%	-$1.18K	0.47%	52
2022 Q4	$246K	Sell	3,619 -668	-16%	-$43.5K	0.38%	58
2022 Q3	$248K	Sell	4,287 -31	-0.7%	-$1.85K	0.36%	51
2022 Q2	$239K	Buy	4,318 +25	+0.6%	+$1.4K	0.33%	60
2022 Q1	$236K	Buy	+4,293	New	+$229K	0.26%	66

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

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

QP Wealth Management's KOF Position: Q3 2023 in Review

QP Wealth Management reduced its Coca-Cola Femsa (KOF) stake by 3.5% in Q3 2023, selling an estimated $9.76K and leaving 3,210 shares worth $252K. The position accounts for 0.44% of the portfolio, ranked #58.

QP Wealth Management first reported a position in KOF in Q1 2022 and has held it in 7 quarters since. The position peaked at $290K in Q1 2023. 229 funds tracked by Wall St. Rank hold KOF as of Q3 2023.

QP Wealth Management held 3,210 shares of Coca-Cola Femsa worth $252K as of Q3 2023.
QP Wealth Management sold 118 Coca-Cola Femsa shares in Q3 2023, an estimated $9.76K.
Coca-Cola Femsa made up 0.44% of QP Wealth Management's portfolio in Q3 2023, its #58 holding.
QP Wealth Management first reported a position in Coca-Cola Femsa in Q1 2022 and has held it in 7 quarters since.
QP Wealth Management's Coca-Cola Femsa position peaked at $290K in Q1 2023.
229 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2023.

Based on QP Wealth Management's 13F filing for Q3 2023, filed 5 Oct 2023.