Raymond James Financial Services Advisors’s Coca-Cola Femsa KOF Stock Holding History

Raymond James Financial Services 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
2024 Q3	–	Sell	-5,195	Closed	-$446K	–	3509
2024 Q2	$446K	Sell	5,195 -66	-1%	-$6.18K	﹤0.01%	2619
2024 Q1	$511K	Buy	5,261 +86	+2%	+$8.23K	﹤0.01%	2491
2023 Q4	$490K	Buy	5,175 +543	+12%	+$45.2K	﹤0.01%	2438
2023 Q3	$363K	Sell	4,632 -71	-2%	-$5.87K	﹤0.01%	2522
2023 Q2	$392K	Buy	+4,703	New	+$403K	﹤0.01%	2492

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Raymond James Financial Services Advisors's KOF Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of Coca-Cola Femsa (KOF) in Q3 2024, closing a stake of 5,195 shares — an estimated $446K sold.

Raymond James Financial Services Advisors first reported a position in KOF in Q2 2023 and held it in 5 quarters. The position peaked at $511K in Q1 2024. 236 funds tracked by Wall St. Rank hold KOF as of Q3 2024.

Raymond James Financial Services Advisors reported no remaining Coca-Cola Femsa position as of Q3 2024 after selling out during the quarter.
Raymond James Financial Services Advisors sold 5,195 Coca-Cola Femsa shares in Q3 2024, an estimated $446K.
Raymond James Financial Services Advisors first reported a position in Coca-Cola Femsa in Q2 2023 and held it in 5 quarters.
Raymond James Financial Services Advisors's Coca-Cola Femsa position peaked at $511K in Q1 2024.
236 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.