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Salem Investment Counselors’s Coca-Cola Femsa KOF Stock Holding History

Salem Investment Counselors’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
Q2 		– Sell
-568
Closed -$26K – 934
2021
Q1 		$26K Buy
+568
New +$26K ﹤0.01% 555

Other funds holding KOF

Gates Foundation Trust
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
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Salem Investment Counselors's KOF Position: Q2 2021 in Review

Salem Investment Counselors sold out of Coca-Cola Femsa (KOF) in Q2 2021, closing a stake of 568 shares — an estimated $26K sold.

Salem Investment Counselors first reported a position in KOF in Q1 2021 and held it in 1 quarter. The position peaked at $26K in Q1 2021. 142 funds tracked by Wall St. Rank hold KOF as of Q2 2021.

  • Salem Investment Counselors reported no remaining Coca-Cola Femsa position as of Q2 2021 after selling out during the quarter.
  • Salem Investment Counselors sold 568 Coca-Cola Femsa shares in Q2 2021, an estimated $26K.
  • Salem Investment Counselors first reported a position in Coca-Cola Femsa in Q1 2021 and held it in 1 quarter.
  • Salem Investment Counselors's Coca-Cola Femsa position peaked at $26K in Q1 2021.
  • 142 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2021.

Based on Salem Investment Counselors's 13F filing for Q2 2021, filed 17 Aug 2021.