SYSTM Wealth Solutions’s Coca-Cola Femsa KOF Stock Holding History

SYSTM Wealth Solutions’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	-777	Closed	-$66.7K	–	379
2024 Q2	$66.7K	Hold	777	–	–	0.01%	260
2024 Q1	$75.5K	Sell	777 -111	-13%	-$10.6K	0.01%	515
2023 Q4	$84K	Buy	+888	New	+$74K	0.01%	481

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

SYSTM Wealth Solutions's KOF Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Coca-Cola Femsa (KOF) in Q3 2024, closing a stake of 777 shares — an estimated $66.7K sold.

SYSTM Wealth Solutions first reported a position in KOF in Q4 2023 and held it in 3 quarters. The position peaked at $84K in Q4 2023. 235 funds tracked by Wall St. Rank hold KOF as of Q3 2024.

SYSTM Wealth Solutions reported no remaining Coca-Cola Femsa position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 777 Coca-Cola Femsa shares in Q3 2024, an estimated $66.7K.
SYSTM Wealth Solutions first reported a position in Coca-Cola Femsa in Q4 2023 and held it in 3 quarters.
SYSTM Wealth Solutions's Coca-Cola Femsa position peaked at $84K in Q4 2023.
235 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.