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Windsor Capital Management’s Coca-Cola Femsa KOF Stock Holding History

Windsor Capital Management’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
2015
Q4 		– Sell
-319
Closed -$22K – 270
2015
Q3 		$22K Buy
+319
New +$23.4K 0.01% 249
2014
Q1 		– Sell
-310
Closed -$38K – 192
2013
Q4 		$38K Buy
310
+3
+1% +$361 0.02% 192
2013
Q3 		$39K Hold
307
– – 0.02% 201
2013
Q2 		$43K Buy
+307
New +$48K 0.03% 177

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Renaissance Technologies
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
LOAMS
Lombard Odier Asset Management (Switzerland) Petit-Lancy, Switzerland $2.63B AUM 31.52% 1-Year Est. Return

Windsor Capital Management's KOF Position: Q4 2015 in Review

Windsor Capital Management sold out of Coca-Cola Femsa (KOF) in Q4 2015, closing a stake of 319 shares — an estimated $22K sold.

Windsor Capital Management first reported a position in KOF in Q2 2013 and held it in 4 quarters. The position peaked at $43K in Q2 2013. 101 funds tracked by Wall St. Rank hold KOF as of Q4 2015.

  • Windsor Capital Management reported no remaining Coca-Cola Femsa position as of Q4 2015 after selling out during the quarter.
  • Windsor Capital Management sold 319 Coca-Cola Femsa shares in Q4 2015, an estimated $22K.
  • Windsor Capital Management first reported a position in Coca-Cola Femsa in Q2 2013 and held it in 4 quarters.
  • Windsor Capital Management's Coca-Cola Femsa position peaked at $43K in Q2 2013.
  • 101 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2015.

Based on Windsor Capital Management's 13F filing for Q4 2015, filed 1 Feb 2016.