Valeo Financial Advisors’s Coca-Cola Femsa KOF Stock Holding History

Valeo Financial 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
2021 Q1	–	Sell	-187	Closed	-$9K	–	2109
2020 Q4	$9K	Buy	187 +55	+42%	+$2.4K	﹤0.01%	1221
2020 Q3	$5K	Buy	+132	New	+$5.55K	﹤0.01%	1256
2019 Q2	–	Sell	-100	Closed	-$7K	–	1611
2019 Q1	$7K	Buy	+100	New	+$6.27K	﹤0.01%	1057
2018 Q1	–	Sell	-150	Closed	-$10K	–	1577
2017 Q4	$10K	Hold	150	–	–	﹤0.01%	838
2017 Q3	$12K	Buy	+150	New	+$12.5K	﹤0.01%	661

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

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Valeo Financial Advisors's KOF Position: Q1 2021 in Review

Valeo Financial Advisors sold out of Coca-Cola Femsa (KOF) in Q1 2021, closing a stake of 187 shares — an estimated $9K sold.

Valeo Financial Advisors first reported a position in KOF in Q3 2017 and held it in 5 quarters. The position peaked at $12K in Q3 2017. 122 funds tracked by Wall St. Rank hold KOF as of Q1 2021.

Valeo Financial Advisors reported no remaining Coca-Cola Femsa position as of Q1 2021 after selling out during the quarter.
Valeo Financial Advisors sold 187 Coca-Cola Femsa shares in Q1 2021, an estimated $9K.
Valeo Financial Advisors first reported a position in Coca-Cola Femsa in Q3 2017 and held it in 5 quarters.
Valeo Financial Advisors's Coca-Cola Femsa position peaked at $12K in Q3 2017.
122 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2021.

Based on Valeo Financial Advisors's 13F filing for Q1 2021, filed 12 Apr 2021.