WAM
KOF icon

World Asset Management’s Coca-Cola Femsa KOF Stock Holding History

World Asset 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
2017
Q4 		– Sell
-2,978
Closed -$230K – 1518
2017
Q3 		$230K Sell
2,978
-8
-0.3% -$667 0.01% 1299
2017
Q2 		$253K Sell
2,986
-112
-4% -$8.74K 0.01% 1221
2017
Q1 		$222K Buy
+3,098
New +$203K 0.01% 1231
2016
Q4 		– Sell
-3,326
Closed -$249K – 1389
2016
Q3 		$249K Buy
3,326
+249
+8% +$19.3K 0.01% 1142
2016
Q2 		$255K Buy
3,077
+233
+8% +$19K 0.01% 994
2016
Q1 		$236K Buy
+2,844
New +$206K 0.01% 1007
2015
Q2 		– Sell
-2,521
Closed -$201K – 1224
2015
Q1 		$201K Sell
2,521
-27
-1% -$2.26K 0.01% 1272
2014
Q4 		$220K Sell
2,548
-18
-0.7% -$1.75K 0.01% 1230
2014
Q3 		$258K Sell
2,566
-141
-5% -$15.4K 0.01% 1196
2014
Q2 		$308K Sell
2,707
-88
-3% -$9.92K 0.01% 1171
2014
Q1 		$295K Sell
2,795
-667
-19% -$69.7K 0.01% 1176
2013
Q4 		$422K Sell
3,462
-890
-20% -$107K 0.01% 1028
2013
Q3 		$548K Sell
4,352
-502
-10% -$68.9K 0.01% 975
2013
Q2 		$681K Buy
+4,854
New +$758K 0.02% 903

Other funds holding KOF

Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
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
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
CGI
Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

World Asset Management's KOF Position: Q4 2017 in Review

World Asset Management sold out of Coca-Cola Femsa (KOF) in Q4 2017, closing a stake of 2,978 shares — an estimated $230K sold.

World Asset Management first reported a position in KOF in Q2 2013 and held it in 14 quarters. The position peaked at $681K in Q2 2013. 105 funds tracked by Wall St. Rank hold KOF as of Q4 2017.

  • World Asset Management reported no remaining Coca-Cola Femsa position as of Q4 2017 after selling out during the quarter.
  • World Asset Management sold 2,978 Coca-Cola Femsa shares in Q4 2017, an estimated $230K.
  • World Asset Management first reported a position in Coca-Cola Femsa in Q2 2013 and held it in 14 quarters.
  • World Asset Management's Coca-Cola Femsa position peaked at $681K in Q2 2013.
  • 105 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q4 2017.

Based on World Asset Management's 13F filing for Q4 2017, filed 19 Jan 2018.