Symmetry Partners’s Coca-Cola Femsa KOF Stock Holding History

Symmetry 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 Q3	–	Sell	-5,909	Closed	-$507K	–	316
2024 Q2	$507K	Sell	5,909 -1,070	-15%	-$100K	0.03%	281
2024 Q1	$678K	Buy	6,979 +1,070	+18%	+$102K	0.05%	240
2023 Q4	$561K	Hold	5,909	–	–	0.03%	257
2023 Q3	$464K	Hold	5,909	–	–	0.03%	321
2023 Q2	$492K	Hold	5,909	–	–	0.03%	339
2023 Q1	$475K	Sell	5,909 -366	-6%	-$26.9K	0.03%	338
2022 Q4	$426K	Buy	6,275 +1,360	+28%	+$88.5K	0.03%	372
2022 Q3	$287K	Buy	+4,915	New	+$293K	0.02%	457
2022 Q1	–	Sell	-6,689	Closed	-$366K	–	591
2021 Q4	$366K	Buy	+6,689	New	+$355K	0.02%	482

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Symmetry Partners's KOF Position: Q3 2024 in Review

Symmetry Partners sold out of Coca-Cola Femsa (KOF) in Q3 2024, closing a stake of 5,909 shares — an estimated $507K sold.

Symmetry Partners first reported a position in KOF in Q4 2021 and held it in 9 quarters. The position peaked at $678K in Q1 2024. 235 funds tracked by Wall St. Rank hold KOF as of Q3 2024.

Symmetry Partners reported no remaining Coca-Cola Femsa position as of Q3 2024 after selling out during the quarter.
Symmetry Partners sold 5,909 Coca-Cola Femsa shares in Q3 2024, an estimated $507K.
Symmetry Partners first reported a position in Coca-Cola Femsa in Q4 2021 and held it in 9 quarters.
Symmetry Partners's Coca-Cola Femsa position peaked at $678K in Q1 2024.
235 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2024.

Based on Symmetry Partners's 13F filing for Q3 2024, filed 29 Oct 2024.