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Sutton Wealth Advisors’s Coca-Cola Femsa KOF Stock Holding History

Sutton Wealth 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
2018
Q4 		– Sell
-69
Closed -$4.23K – 1162
2018
Q3 		$4.23K Buy
+69
New +$4.2K ﹤0.01% 927

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
II
INCA Investments Miami, Florida $282M AUM 42.53% 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
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sutton Wealth Advisors's KOF Position: Q4 2018 in Review

Sutton Wealth Advisors sold out of Coca-Cola Femsa (KOF) in Q4 2018, closing a stake of 69 shares — an estimated $4.23K sold.

Sutton Wealth Advisors first reported a position in KOF in Q3 2018 and held it in 1 quarter. The position peaked at $4.23K in Q3 2018. 106 funds tracked by Wall St. Rank hold KOF as of Q4 2018.

  • Sutton Wealth Advisors reported no remaining Coca-Cola Femsa position as of Q4 2018 after selling out during the quarter.
  • Sutton Wealth Advisors sold 69 Coca-Cola Femsa shares in Q4 2018, an estimated $4.23K.
  • Sutton Wealth Advisors first reported a position in Coca-Cola Femsa in Q3 2018 and held it in 1 quarter.
  • Sutton Wealth Advisors's Coca-Cola Femsa position peaked at $4.23K in Q3 2018.
  • 106 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2018.

Based on Sutton Wealth Advisors's 13F filing for Q4 2018, filed 6 Nov 2023.