Schubert & Co’s Coca-Cola Femsa KOF Stock Holding History

Schubert & Co’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
2023 Q2	–	Sell	-12	Closed	-$966	–	817
2023 Q1	$966	Hold	12	–	–	﹤0.01%	1206
2022 Q4	$815	Sell	12 -1	-8%	-$65	﹤0.01%	1253
2022 Q3	$1K	Buy	13 +1	+8%	+$60	﹤0.01%	1146
2022 Q2	$1K	Buy	+12	New	+$673	﹤0.01%	1163

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

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

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SCP

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

Schubert & Co's KOF Position: Q2 2023 in Review

Schubert & Co sold out of Coca-Cola Femsa (KOF) in Q2 2023, closing a stake of 12 shares — an estimated $966 sold.

Schubert & Co first reported a position in KOF in Q2 2022 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 230 funds tracked by Wall St. Rank hold KOF as of Q2 2023.

Schubert & Co reported no remaining Coca-Cola Femsa position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 12 Coca-Cola Femsa shares in Q2 2023, an estimated $966.
Schubert & Co first reported a position in Coca-Cola Femsa in Q2 2022 and held it in 4 quarters.
Schubert & Co's Coca-Cola Femsa position peaked at $1K in Q3 2022.
230 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.