Vanguard Personalized Indexing Management’s Coca-Cola Femsa KOF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $708K | Sell |
7,322
-273
| -4% | -$26.4K | 0.01% | 1041 |
|
|
2025
Q1 | $693K | Sell |
7,595
-422
| -5% | -$38.5K | 0.01% | 964 |
|
|
2024
Q4 | $624K | Buy |
8,017
+385
| +5% | +$30K | 0.01% | 1001 |
|
|
2024
Q3 | $677K | Sell |
7,632
-115
| -1% | -$10.2K | 0.01% | 950 |
|
|
2024
Q2 | $665K | Buy |
7,747
+582
| +8% | +$50K | 0.01% | 886 |
|
|
2024
Q1 | $696K | Buy |
7,165
+906
| +14% | +$88.1K | 0.01% | 845 |
|
|
2023
Q4 | $592K | Sell |
6,259
-728
| -10% | -$68.9K | 0.02% | 907 |
|
|
2023
Q3 | $548K | Sell |
6,987
-37
| -0.5% | -$2.9K | 0.02% | 836 |
|
|
2023
Q2 | $585K | Buy |
7,024
+216
| +3% | +$18K | 0.02% | 825 |
|
|
2023
Q1 | $548K | Buy |
6,808
+156
| +2% | +$12.6K | 0.02% | 829 |
|
|
2022
Q4 | $452K | Sell |
6,652
-324
| -5% | -$22K | 0.02% | 837 |
|
|
2022
Q3 | $407K | Buy |
6,976
+863
| +14% | +$50.4K | 0.02% | 852 |
|
|
2022
Q2 | $338K | Buy |
+6,113
| New | +$338K | 0.02% | 945 |
|