SVB Wealth’s Coca-Cola Femsa KOF Stock Holding History

SVB Wealth’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	-39,739	Closed	-$2.24M	–	891
2021 Q3	$2.24M	Buy	39,739 +6,830	+21%	+$382K	0.03%	239
2021 Q2	$1.74M	Buy	+32,909	New	+$1.62M	0.02%	278

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 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 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

SVB Wealth's KOF Position: Q4 2021 in Review

SVB Wealth sold out of Coca-Cola Femsa (KOF) in Q4 2021, closing a stake of 39,739 shares — an estimated $2.24M sold.

SVB Wealth first reported a position in KOF in Q2 2021 and held it in 2 quarters. The position peaked at $2.24M in Q3 2021. 152 funds tracked by Wall St. Rank hold KOF as of Q4 2021.

SVB Wealth reported no remaining Coca-Cola Femsa position as of Q4 2021 after selling out during the quarter.
SVB Wealth sold 39,739 Coca-Cola Femsa shares in Q4 2021, an estimated $2.24M.
SVB Wealth first reported a position in Coca-Cola Femsa in Q2 2021 and held it in 2 quarters.
SVB Wealth's Coca-Cola Femsa position peaked at $2.24M in Q3 2021.
152 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2021.

Based on SVB Wealth's 13F filing for Q4 2021, filed 15 Feb 2022.