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Valley National Advisers’s Coca-Cola Femsa KOF Stock Holding History

Valley National Advisers’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
Q4 		– Sell
-100
Closed -$8K – 788
2024
Q3 		$8K Hold
100
– – ﹤0.01% 545
2024
Q2 		$8K Hold
100
– – ﹤0.01% 676
2024
Q1 		$9K Buy
+100
New +$9.57K ﹤0.01% 669

Other funds holding KOF

Gates Foundation Trust
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
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
CM
Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Valley National Advisers's KOF Position: Q4 2024 in Review

Valley National Advisers sold out of Coca-Cola Femsa (KOF) in Q4 2024, closing a stake of 100 shares — an estimated $8K sold.

Valley National Advisers first reported a position in KOF in Q1 2024 and held it in 3 quarters. The position peaked at $9K in Q1 2024. 232 funds tracked by Wall St. Rank hold KOF as of Q4 2024.

  • Valley National Advisers reported no remaining Coca-Cola Femsa position as of Q4 2024 after selling out during the quarter.
  • Valley National Advisers sold 100 Coca-Cola Femsa shares in Q4 2024, an estimated $8K.
  • Valley National Advisers first reported a position in Coca-Cola Femsa in Q1 2024 and held it in 3 quarters.
  • Valley National Advisers's Coca-Cola Femsa position peaked at $9K in Q1 2024.
  • 232 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2024.

Based on Valley National Advisers's 13F filing for Q4 2024, filed 24 Jan 2025.