Schroder Investment Management Group’s Coca-Cola Femsa KOF Stock Holding History

Schroder Investment Management Group’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
2018 Q1	–	Sell	-15,300	Closed	-$1.06M	–	1302
2017 Q4	$1.06M	Sell	15,300 -28,898	-65%	-$2.02M	﹤0.01%	969
2017 Q3	$3.37M	Buy	44,198 +1,698	+4%	+$141K	0.01%	826
2017 Q2	$3.53M	Buy	+42,500	New	+$3.32M	0.01%	776
2015 Q2	–	Sell	-281,800	Closed	-$22.2M	–	1232
2015 Q1	$22.2M	Buy	281,800 +259,200	+1,147%	+$21.7M	0.04%	458
2014 Q4	$1.96M	Buy	+22,600	New	+$2.2M	﹤0.01%	900
2014 Q1	–	Sell	-21,800	Closed	-$2.65M	–	1471
2013 Q4	$2.65M	Buy	21,800 +11,800	+118%	+$1.42M	﹤0.01%	892
2013 Q3	$1.26M	Buy	+10,000	New	+$1.37M	﹤0.01%	984

Other funds holding KOF

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

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

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

BAM

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

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Schroder Investment Management Group's KOF Position: Q1 2018 in Review

Schroder Investment Management Group sold out of Coca-Cola Femsa (KOF) in Q1 2018, closing a stake of 15,300 shares — an estimated $1.06M sold.

Schroder Investment Management Group first reported a position in KOF in Q3 2013 and held it in 7 quarters. The position peaked at $22.2M in Q1 2015. 108 funds tracked by Wall St. Rank hold KOF as of Q1 2018.

Schroder Investment Management Group reported no remaining Coca-Cola Femsa position as of Q1 2018 after selling out during the quarter.
Schroder Investment Management Group sold 15,300 Coca-Cola Femsa shares in Q1 2018, an estimated $1.06M.
Schroder Investment Management Group first reported a position in Coca-Cola Femsa in Q3 2013 and held it in 7 quarters.
Schroder Investment Management Group's Coca-Cola Femsa position peaked at $22.2M in Q1 2015.
108 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2018.

Based on Schroder Investment Management Group's 13F filing for Q1 2018, filed 11 May 2018.