Reilly Financial Advisors’s Coca-Cola Femsa KOF Stock Holding History

Reilly Financial 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
2021 Q4	$3K	Hold	46	–	–	﹤0.01%	935
2021 Q3	$3K	Hold	46	–	–	﹤0.01%	819
2021 Q2	$2K	Sell	46 -1	-2%	-$49	﹤0.01%	910
2021 Q1	$2K	Buy	+47	New	+$2.15K	﹤0.01%	926
2020 Q3	–	Sell	-93	Closed	-$4K	–	891
2020 Q2	$4K	Hold	93	–	–	﹤0.01%	736
2020 Q1	$4K	Hold	93	–	–	﹤0.01%	715
2019 Q4	$6K	Hold	93	–	–	﹤0.01%	715
2019 Q3	$6K	Hold	93	–	–	﹤0.01%	722
2019 Q2	$6K	Hold	93	–	–	﹤0.01%	747
2019 Q1	$6K	Hold	93	–	–	﹤0.01%	766
2018 Q4	$6K	Hold	93	–	–	﹤0.01%	728
2018 Q3	$6K	Hold	93	–	–	﹤0.01%	797
2018 Q2	$5K	Hold	93	–	–	﹤0.01%	807
2018 Q1	$6K	Hold	93	–	–	﹤0.01%	738
2017 Q4	$6K	Hold	93	–	–	﹤0.01%	746
2017 Q3	$7K	Hold	93	–	–	﹤0.01%	698
2017 Q2	$8K	Hold	93	–	–	﹤0.01%	682
2017 Q1	$7K	Hold	93	–	–	﹤0.01%	679
2016 Q4	$6K	Hold	93	–	–	﹤0.01%	636
2016 Q3	$7K	Hold	93	–	–	﹤0.01%	592
2016 Q2	$8K	Hold	93	–	–	﹤0.01%	534
2016 Q1	$8K	Hold	93	–	–	﹤0.01%	815
2015 Q4	$7K	Hold	93	–	–	﹤0.01%	862
2015 Q3	$6K	Sell	93 -759	-89%	-$55.7K	﹤0.01%	914
2015 Q2	$68K	Hold	852	–	–	0.01%	372
2015 Q1	$68K	Buy	852 +759	+816%	+$63.6K	0.01%	350
2014 Q4	$8K	Hold	93	–	–	﹤0.01%	550
2014 Q3	$9K	Hold	93	–	–	﹤0.01%	542
2014 Q2	$10K	Hold	93	–	–	﹤0.01%	552
2014 Q1	$10K	Hold	93	–	–	﹤0.01%	551
2013 Q4	$11K	Hold	93	–	–	﹤0.01%	514
2013 Q3	$12K	Hold	93	–	–	﹤0.01%	433
2013 Q2	$13K	Buy	+93	New	+$14.5K	﹤0.01%	415

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SCP

Seafarer Capital Partners Larkspur, California $436M AUM 42.05% 1-Year Est. Return

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

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Reilly Financial Advisors's KOF Position: Q4 2021 in Review

Reilly Financial Advisors held its Coca-Cola Femsa (KOF) position steady in Q4 2021 at 46 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #935.

Reilly Financial Advisors first reported a position in KOF in Q2 2013 and has held it in 33 quarters since. The position peaked at $68K in Q2 2015. 152 funds tracked by Wall St. Rank hold KOF as of Q4 2021.

Reilly Financial Advisors held 46 shares of Coca-Cola Femsa worth $3K as of Q4 2021.
Reilly Financial Advisors left its Coca-Cola Femsa share count unchanged in Q4 2021.
Coca-Cola Femsa made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #935 holding.
Reilly Financial Advisors first reported a position in Coca-Cola Femsa in Q2 2013 and has held it in 33 quarters since.
Reilly Financial Advisors's Coca-Cola Femsa position peaked at $68K in Q2 2015.
152 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.