Wellington Management Group’s Coca-Cola Femsa KOF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28,125
| Closed | -$2.57M | – | 1968 |
|
|
2025
Q1 | $2.57M | Buy |
+28,125
| New | +$2.57M | ﹤0.01% | 1503 |
|
|
2024
Q3 | – | Sell |
-29,979
| Closed | -$2.57M | – | 1954 |
|
|
2024
Q2 | $2.57M | Sell |
29,979
-65,394
| -69% | -$5.61M | ﹤0.01% | 1459 |
|
|
2024
Q1 | $9.27M | Buy |
95,373
+55,858
| +141% | +$5.43M | ﹤0.01% | 1161 |
|
|
2023
Q4 | $3.74M | Buy |
+39,515
| New | +$3.74M | ﹤0.01% | 1368 |
|
|
2023
Q2 | – | Sell |
-3,921
| Closed | -$316K | – | 1912 |
|
|
2023
Q1 | $316K | Buy |
+3,921
| New | +$316K | ﹤0.01% | 1916 |
|
|
2020
Q3 | – | Sell |
-34,231
| Closed | -$1.5M | – | 1944 |
|
|
2020
Q2 | $1.5M | Buy |
+34,231
| New | +$1.5M | ﹤0.01% | 1404 |
|
|
2020
Q1 | – | Sell |
-17,829
| Closed | -$1.08M | – | 1989 |
|
|
2019
Q4 | $1.08M | Buy |
+17,829
| New | +$1.08M | ﹤0.01% | 1689 |
|