RWM
Ritholtz Wealth Management’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.56M | Sell |
26,459
-239
| -0.9% | -$23.1K | 0.06% | 235 |
|
|
2025
Q1 | $2.44M | Sell |
26,698
-1,336
| -5% | -$122K | 0.07% | 203 |
|
|
2024
Q4 | $2.18M | Sell |
28,034
-2,034
| -7% | -$158K | 0.06% | 214 |
|
|
2024
Q3 | $2.67M | Sell |
30,068
-4,237
| -12% | -$376K | 0.08% | 174 |
|
|
2024
Q2 | $2.94M | Buy |
34,305
+1,815
| +6% | +$156K | 0.1% | 143 |
|
|
2024
Q1 | $3.16M | Buy |
32,490
+619
| +2% | +$60.2K | 0.11% | 126 |
|
|
2023
Q4 | $3.02M | Buy |
31,871
+968
| +3% | +$91.6K | 0.12% | 107 |
|
|
2023
Q3 | $2.42M | Sell |
30,903
-580
| -2% | -$45.5K | 0.11% | 113 |
|
|
2023
Q2 | $2.62M | Sell |
31,483
-384
| -1% | -$32K | 0.12% | 104 |
|
|
2023
Q1 | $2.56M | Sell |
31,867
-18,348
| -37% | -$1.48M | 0.13% | 98 |
|
|
2022
Q4 | $3.41M | Buy |
50,215
+8,622
| +21% | +$585K | 0.19% | 80 |
|
|
2022
Q3 | $2.43M | Buy |
41,593
+20,361
| +96% | +$1.19M | 0.13% | 111 |
|
|
2022
Q2 | $1.17M | Buy |
21,232
+7,118
| +50% | +$394K | 0.07% | 157 |
|
|
2022
Q1 | $776K | Buy |
14,114
+3,735
| +36% | +$205K | 0.05% | 230 |
|
|
2021
Q4 | $569K | Sell |
10,379
-871
| -8% | -$47.8K | 0.04% | 273 |
|
|
2021
Q3 | $633K | Buy |
11,250
+3,580
| +47% | +$201K | 0.04% | 219 |
|
|
2021
Q2 | $406K | Buy |
+7,670
| New | +$406K | 0.03% | 300 |
|