WealthStone’s Coca-Cola Femsa KOF Stock Holding History

WealthStone’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
2019 Q3	–	Sell	-17	Closed	-$1.06K	–	341
2019 Q2	$1.06K	Hold	17	–	–	﹤0.01%	663
2019 Q1	$1K	Buy	+17	New	+$1.07K	0.04%	59

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

BAM

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

INCA Investments Miami, Florida $282M AUM 42.53% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthStone's KOF Position: Q3 2019 in Review

WealthStone sold out of Coca-Cola Femsa (KOF) in Q3 2019, closing a stake of 17 shares — an estimated $1.06K sold.

WealthStone first reported a position in KOF in Q1 2019 and held it in 2 quarters. The position peaked at $1.06K in Q2 2019. 105 funds tracked by Wall St. Rank hold KOF as of Q3 2019.

WealthStone reported no remaining Coca-Cola Femsa position as of Q3 2019 after selling out during the quarter.
WealthStone sold 17 Coca-Cola Femsa shares in Q3 2019, an estimated $1.06K.
WealthStone first reported a position in Coca-Cola Femsa in Q1 2019 and held it in 2 quarters.
WealthStone's Coca-Cola Femsa position peaked at $1.06K in Q2 2019.
105 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q3 2019.

Based on WealthStone's 13F filing for Q3 2019, filed 15 Nov 2019.