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Stephens Inc’s Coca-Cola Femsa KOF Stock Holding History

Stephens Inc’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
Q4 		– Sell
-9,281
Closed -$522K – 1382
2021
Q3 		$522K Buy
9,281
+108
+1% +$6.04K 0.01% 855
2021
Q2 		$486K Buy
9,173
+3,329
+57% +$164K 0.01% 891
2021
Q1 		$270K Buy
+5,844
New +$268K ﹤0.01% 1047

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Stephens Inc's KOF Position: Q4 2021 in Review

Stephens Inc sold out of Coca-Cola Femsa (KOF) in Q4 2021, closing a stake of 9,281 shares — an estimated $522K sold.

Stephens Inc first reported a position in KOF in Q1 2021 and held it in 3 quarters. The position peaked at $522K in Q3 2021. 152 funds tracked by Wall St. Rank hold KOF as of Q4 2021.

  • Stephens Inc reported no remaining Coca-Cola Femsa position as of Q4 2021 after selling out during the quarter.
  • Stephens Inc sold 9,281 Coca-Cola Femsa shares in Q4 2021, an estimated $522K.
  • Stephens Inc first reported a position in Coca-Cola Femsa in Q1 2021 and held it in 3 quarters.
  • Stephens Inc's Coca-Cola Femsa position peaked at $522K in Q3 2021.
  • 152 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2021.

Based on Stephens Inc's 13F filing for Q4 2021, filed 7 Mar 2022.