West Oak Capital’s Coca-Cola Femsa KOF Stock Holding History

West Oak Capital’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
2017 Q1	–	Sell	-25	Closed	-$1.59K	–	381
2016 Q4	$1.59K	Hold	25	–	–	﹤0.01%	323
2016 Q3	$1.88K	Hold	25	–	–	﹤0.01%	353
2016 Q2	$2.07K	Hold	25	–	–	﹤0.01%	310
2016 Q1	$2.08K	Hold	25	–	–	﹤0.01%	246
2015 Q4	$1.77K	Hold	25	–	–	﹤0.01%	258
2015 Q3	$1.74K	Hold	25	–	–	﹤0.01%	263
2015 Q2	$1.99K	Hold	25	–	–	﹤0.01%	271
2015 Q1	$2K	Hold	25	–	–	﹤0.01%	272
2014 Q4	$2.16K	Hold	25	–	–	﹤0.01%	276
2014 Q3	$2.52K	Hold	25	–	–	﹤0.01%	256
2014 Q2	$2.84K	Hold	25	–	–	﹤0.01%	253
2014 Q1	$2.64K	Hold	25	–	–	﹤0.01%	250
2013 Q4	$3.04K	Hold	25	–	–	﹤0.01%	250
2013 Q3	$3.15K	Hold	25	–	–	﹤0.01%	244
2013 Q2	$3.51K	Buy	+25	New	+$3.91K	﹤0.01%	238

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

Credit Agricole Montrouge Cedex, France $38.1B AUM

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

CGI

Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return

TBC

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

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

BAM

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

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

West Oak Capital's KOF Position: Q1 2017 in Review

West Oak Capital sold out of Coca-Cola Femsa (KOF) in Q1 2017, closing a stake of 25 shares — an estimated $1.59K sold.

West Oak Capital first reported a position in KOF in Q2 2013 and held it in 15 quarters. The position peaked at $3.51K in Q2 2013. 107 funds tracked by Wall St. Rank hold KOF as of Q1 2017.

West Oak Capital reported no remaining Coca-Cola Femsa position as of Q1 2017 after selling out during the quarter.
West Oak Capital sold 25 Coca-Cola Femsa shares in Q1 2017, an estimated $1.59K.
West Oak Capital first reported a position in Coca-Cola Femsa in Q2 2013 and held it in 15 quarters.
West Oak Capital's Coca-Cola Femsa position peaked at $3.51K in Q2 2013.
107 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2017.

Based on West Oak Capital's 13F filing for Q1 2017, filed 6 Apr 2017.