Zullo Investment Group’s Coca-Cola Femsa KOF Stock Holding History

Zullo Investment Group’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 Q1	–	Sell	-400	Closed	-$27.2K	–	450
2022 Q4	$27.2K	Hold	400	–	–	0.02%	352
2022 Q3	$23K	Hold	400	–	–	0.01%	372
2022 Q2	$22K	Hold	400	–	–	0.01%	388
2022 Q1	$22K	Hold	400	–	–	0.01%	412
2021 Q4	$22K	Buy	+400	New	+$21.2K	0.01%	414

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

Renaissance Technologies New York $63.9B AUM 45.56% 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

CCM

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Zullo Investment Group's KOF Position: Q1 2023 in Review

Zullo Investment Group sold out of Coca-Cola Femsa (KOF) in Q1 2023, closing a stake of 400 shares — an estimated $27.2K sold.

Zullo Investment Group first reported a position in KOF in Q4 2021 and held it in 5 quarters. The position peaked at $27.2K in Q4 2022. 218 funds tracked by Wall St. Rank hold KOF as of Q1 2023.

Zullo Investment Group reported no remaining Coca-Cola Femsa position as of Q1 2023 after selling out during the quarter.
Zullo Investment Group sold 400 Coca-Cola Femsa shares in Q1 2023, an estimated $27.2K.
Zullo Investment Group first reported a position in Coca-Cola Femsa in Q4 2021 and held it in 5 quarters.
Zullo Investment Group's Coca-Cola Femsa position peaked at $27.2K in Q4 2022.
218 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.