WR Wealth Planners’s Coca-Cola Femsa KOF Stock Holding History

WR Wealth Planners’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
2023 Q2	–	Sell	-3	Closed	-$241	–	939
2023 Q1	$241	Buy	+3	New	+$220	﹤0.01%	884

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

TBC

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

SCP

Seafarer Capital Partners Larkspur, California $436M AUM 42.05% 1-Year Est. Return

WR Wealth Planners's KOF Position: Q2 2023 in Review

WR Wealth Planners sold out of Coca-Cola Femsa (KOF) in Q2 2023, closing a stake of 3 shares — an estimated $241 sold.

WR Wealth Planners first reported a position in KOF in Q1 2023 and held it in 1 quarter. The position peaked at $241 in Q1 2023. 230 funds tracked by Wall St. Rank hold KOF as of Q2 2023.

WR Wealth Planners reported no remaining Coca-Cola Femsa position as of Q2 2023 after selling out during the quarter.
WR Wealth Planners sold 3 Coca-Cola Femsa shares in Q2 2023, an estimated $241.
WR Wealth Planners first reported a position in Coca-Cola Femsa in Q1 2023 and held it in 1 quarter.
WR Wealth Planners's Coca-Cola Femsa position peaked at $241 in Q1 2023.
230 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2023.

Based on WR Wealth Planners's 13F filing for Q2 2023, filed 1 Aug 2024.