Significant Wealth Partners’s Coca-Cola Femsa KOF Stock Holding History

Significant Wealth Partners’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
2024 Q2	–	Sell	-8,382	Closed	-$815K	–	117
2024 Q1	$815K	Buy	+8,382	New	+$802K	0.53%	54

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $34.4B AUM 26.34% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.32B AUM 32.9% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

CCM

Cullen Capital Management New York $10.2B AUM 27.15% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Significant Wealth Partners's KOF Position: Q2 2024 in Review

Significant Wealth Partners sold out of Coca-Cola Femsa (KOF) in Q2 2024, closing a stake of 8,382 shares — an estimated $815K sold.

Significant Wealth Partners first reported a position in KOF in Q1 2024 and held it in 1 quarter. The position peaked at $815K in Q1 2024. 260 funds tracked by Wall St. Rank hold KOF as of Q2 2024.

Significant Wealth Partners reported no remaining Coca-Cola Femsa position as of Q2 2024 after selling out during the quarter.
Significant Wealth Partners sold 8,382 Coca-Cola Femsa shares in Q2 2024, an estimated $815K.
Significant Wealth Partners first reported a position in Coca-Cola Femsa in Q1 2024 and held it in 1 quarter.
Significant Wealth Partners's Coca-Cola Femsa position peaked at $815K in Q1 2024.
260 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.