Systematic Alpha Investments’s Coca-Cola Femsa KOF Stock Holding History

Systematic Alpha Investments’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
2023 Q4	–	Sell	-1,900	Closed	-$149K	–	295
2023 Q3	$149K	Buy	+1,900	New	+$157K	0.01%	224

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

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 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

Corvex Management New York $2.52B AUM 25.53% 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

Systematic Alpha Investments's KOF Position: Q4 2023 in Review

Systematic Alpha Investments sold out of Coca-Cola Femsa (KOF) in Q4 2023, closing a stake of 1,900 shares — an estimated $149K sold.

Systematic Alpha Investments first reported a position in KOF in Q3 2023 and held it in 1 quarter. The position peaked at $149K in Q3 2023. 249 funds tracked by Wall St. Rank hold KOF as of Q4 2023.

Systematic Alpha Investments reported no remaining Coca-Cola Femsa position as of Q4 2023 after selling out during the quarter.
Systematic Alpha Investments sold 1,900 Coca-Cola Femsa shares in Q4 2023, an estimated $149K.
Systematic Alpha Investments first reported a position in Coca-Cola Femsa in Q3 2023 and held it in 1 quarter.
Systematic Alpha Investments's Coca-Cola Femsa position peaked at $149K in Q3 2023.
249 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2023.

Based on Systematic Alpha Investments's 13F filing for Q4 2023, filed 13 Feb 2024.