Whitnell & Co’s Coca-Cola Femsa KOF Stock Holding History

Whitnell & Co’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
2018 Q2	–	Sell	-18	Closed	-$1K	–	390
2018 Q1	$1K	Hold	18	–	–	﹤0.01%	396
2017 Q4	$1K	Buy	+18	New	+$1.26K	﹤0.01%	353
2017 Q1	–	Sell	-47	Closed	-$3K	–	311
2016 Q4	$3K	Hold	47	–	–	﹤0.01%	356
2016 Q3	$4K	Hold	47	–	–	﹤0.01%	323
2016 Q2	$4K	Hold	47	–	–	﹤0.01%	321
2016 Q1	$4K	Hold	47	–	–	﹤0.01%	313
2015 Q4	$3K	Hold	47	–	–	﹤0.01%	320
2015 Q3	$3K	Buy	+47	New	+$3.45K	﹤0.01%	313

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

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

TBC

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

CGI

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

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

AIM

ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return

Whitnell & Co's KOF Position: Q2 2018 in Review

Whitnell & Co sold out of Coca-Cola Femsa (KOF) in Q2 2018, closing a stake of 18 shares — an estimated $1K sold.

Whitnell & Co first reported a position in KOF in Q3 2015 and held it in 8 quarters. The position peaked at $4K in Q3 2016. 104 funds tracked by Wall St. Rank hold KOF as of Q2 2018.

Whitnell & Co reported no remaining Coca-Cola Femsa position as of Q2 2018 after selling out during the quarter.
Whitnell & Co sold 18 Coca-Cola Femsa shares in Q2 2018, an estimated $1K.
Whitnell & Co first reported a position in Coca-Cola Femsa in Q3 2015 and held it in 8 quarters.
Whitnell & Co's Coca-Cola Femsa position peaked at $4K in Q3 2016.
104 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2018.

Based on Whitnell & Co's 13F filing for Q2 2018, filed 26 Jul 2018.