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YorkBridge Wealth Partners’s Coca-Cola Femsa KOF Stock Holding History

YorkBridge Wealth Partners’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
2019
Q1 		– Sell
-7
Closed – – 761
2018
Q4 		$0 Hold
7
– – ﹤0.01% 751
2018
Q3 		$0 Hold
7
– – ﹤0.01% 799
2018
Q2 		$0 Hold
7
– – ﹤0.01% 858
2018
Q1 		$0 Hold
7
– – ﹤0.01% 864
2017
Q4 		$1K Hold
7
– – ﹤0.01% 847
2017
Q3 		$1K Hold
7
– – ﹤0.01% 847
2017
Q2 		$1K Hold
7
– – ﹤0.01% 836
2017
Q1 		$1K Hold
7
– – ﹤0.01% 822
2016
Q4 		$0 Buy
+7
New +$489 ﹤0.01% 891

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
II
INCA Investments Miami, Florida $282M AUM 42.53% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

YorkBridge Wealth Partners's KOF Position: Q1 2019 in Review

YorkBridge Wealth Partners sold out of Coca-Cola Femsa (KOF) in Q1 2019, closing a stake of 7 shares.

YorkBridge Wealth Partners first reported a position in KOF in Q4 2016 and held it in 9 quarters. The position peaked at $1K in Q4 2017. 114 funds tracked by Wall St. Rank hold KOF as of Q1 2019.

  • YorkBridge Wealth Partners reported no remaining Coca-Cola Femsa position as of Q1 2019 after selling out during the quarter.
  • YorkBridge Wealth Partners sold 7 Coca-Cola Femsa shares in Q1 2019.
  • YorkBridge Wealth Partners first reported a position in Coca-Cola Femsa in Q4 2016 and held it in 9 quarters.
  • YorkBridge Wealth Partners's Coca-Cola Femsa position peaked at $1K in Q4 2017.
  • 114 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q1 2019, filed 9 May 2019.