Vestmark Advisory Solutions’s Coca-Cola Femsa KOF Stock Holding History

Vestmark Advisory 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
2023 Q3	–	Sell	-3,268	Closed	-$272K	–	680
2023 Q2	$272K	Sell	3,268 -407	-11%	-$34.9K	0.01%	735
2023 Q1	$296K	Sell	3,675 -130	-3%	-$9.55K	0.01%	705
2022 Q4	$258K	Buy	+3,805	New	+$248K	0.01%	723

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 $70.2B AUM 29.99% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

Vestmark Advisory Solutions's KOF Position: Q3 2023 in Review

Vestmark Advisory Solutions sold out of Coca-Cola Femsa (KOF) in Q3 2023, closing a stake of 3,268 shares — an estimated $272K sold.

Vestmark Advisory Solutions first reported a position in KOF in Q4 2022 and held it in 3 quarters. The position peaked at $296K in Q1 2023. 229 funds tracked by Wall St. Rank hold KOF as of Q3 2023.

Vestmark Advisory Solutions reported no remaining Coca-Cola Femsa position as of Q3 2023 after selling out during the quarter.
Vestmark Advisory Solutions sold 3,268 Coca-Cola Femsa shares in Q3 2023, an estimated $272K.
Vestmark Advisory Solutions first reported a position in Coca-Cola Femsa in Q4 2022 and held it in 3 quarters.
Vestmark Advisory Solutions's Coca-Cola Femsa position peaked at $296K in Q1 2023.
229 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2023.

Based on Vestmark Advisory Solutions's 13F filing for Q3 2023, filed 6 Nov 2023.