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Schechter Investment Advisors’s Coca-Cola Femsa KOF Stock Holding History

Schechter Investment 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
2022
Q4 		– Sell
-8,343
Closed -$487K – 875
2022
Q3 		$487K Sell
8,343
-3,231
-28% -$193K 0.05% 521
2022
Q2 		$640K Sell
11,574
-6,533
-36% -$366K 0.06% 445
2022
Q1 		$995K Sell
18,107
-582
-3% -$31.1K 0.09% 305
2021
Q4 		$1.02M Buy
+18,689
New +$992K 0.09% 296

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 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
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Schechter Investment Advisors's KOF Position: Q4 2022 in Review

Schechter Investment Advisors sold out of Coca-Cola Femsa (KOF) in Q4 2022, closing a stake of 8,343 shares — an estimated $487K sold.

Schechter Investment Advisors first reported a position in KOF in Q4 2021 and held it in 4 quarters. The position peaked at $1.02M in Q4 2021. 199 funds tracked by Wall St. Rank hold KOF as of Q4 2022.

  • Schechter Investment Advisors reported no remaining Coca-Cola Femsa position as of Q4 2022 after selling out during the quarter.
  • Schechter Investment Advisors sold 8,343 Coca-Cola Femsa shares in Q4 2022, an estimated $487K.
  • Schechter Investment Advisors first reported a position in Coca-Cola Femsa in Q4 2021 and held it in 4 quarters.
  • Schechter Investment Advisors's Coca-Cola Femsa position peaked at $1.02M in Q4 2021.
  • 199 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2022.

Based on Schechter Investment Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.