COCA-COLA FEMSA SAB DE CV KOF
SPONS ADS REP · ADR · CUSIP 191241108
Mexican multinational beverage company
- SectorConsumer staples
- IndustryBottled & Canned Soft Drinks & Carbonated Waters
- HeadquartersMexico
- Founded1991
- Websitecoca-colafemsa.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($262.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $67.85. Options: 8 managers hold calls ($6.7m notional), 5 hold puts ($759.5k).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 173 |
| Q4 2022 | 199 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $6.1m | $564.0k | 0.09 |
| Q4 2022 | $6.7m | $759.5k | 0.11 |
Biggest buyers
| Robeco Institutional Asset Management B.V. | New | +1.1m |
| MILLENNIUM MANAGEMENT LLC | New | +353.2k |
| JPMORGAN CHASE & CO | Added | +192.2k |
| MORGAN STANLEY | Added | +176.1k |
| CANADA PENSION PLAN INVESTMENT BOARD | Added | +127.9k |
| LAZARD ASSET MANAGEMENT LLC | Added | +116.7k |
| GOLDMAN SACHS GROUP INC | Added | +113.2k |
| Cullen Capital Management, LLC | Added | +103.9k |
| BANK OF AMERICA CORP /DE/ | Added | +82.8k |
| CITADEL ADVISORS LLC | Added | +68.1k |
Biggest sellers
| BlackRock Inc. | Reduced | -462.1k |
| Tweedy, Browne Co LLC | Reduced | -408.3k |
| MACQUARIE GROUP LTD | Reduced | -318.7k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -158.0k |
| BRANDES INVESTMENT PARTNERS, LP | Sold out | -127.6k |
| BANK OF MONTREAL /CAN/ | Sold out | -85.9k |
| Invesco Ltd. | Reduced | -50.9k |
| FEDERATED HERMES, INC. | Reduced | -49.0k |
| ROYAL BANK OF CANADA | Reduced | -44.8k |
| Grantham, Mayo, Van Otterloo & Co. LLC | Reduced | -36.8k |
Biggest calls
| PEAK6 Investments LLC | Added | $2.0m30.1k shares |
| CITADEL ADVISORS LLC | Reduced | $1.4m20.3k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $1.4m20.0k shares |
| JPMORGAN CHASE & CO | Unchanged | $896.0k13.2k shares |
| SIMPLEX TRADING, LLC | Added | $434.0k6.4k shares |
| BNP PARIBAS FINANCIAL MARKETS | New | $332.6k49 shares |
| WOLVERINE TRADING, LLC | Reduced | $244.0k3.6k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| BNP PARIBAS FINANCIAL MARKETS | New | $332.6k49 shares |
| CITADEL ADVISORS LLC | Reduced | $285.1k4.2k shares |
| PEAK6 Investments LLC | Added | $135.8k2.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $6.0k100 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.3 pts · filed 2025-10-17 | 8.1% |
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
None reported in Q4 2022.
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| GATES FOUNDATION TRUST 1.18% of their portfolio | 6.2m $421.9m | Unchanged |
| Tweedy, Browne Co LLC 6.98% of their portfolio | 1.9m $131.1m | Reduced -408.3k |
| RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio | 1.3m $88.9m | Reduced -158.0k |
| Robeco Institutional Asset Management B.V. 0.21% of their portfolio | 1.1m $71.3m | New |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 896.6k $60.9m | Added +113.2k |
| LAZARD ASSET MANAGEMENT LLC 0.06% of their portfolio | 629.3k $42.7m | Added +116.7k |
| MACQUARIE GROUP LTD 0.05% of their portfolio | 629.0k $42.7m | Reduced -318.7k |
| Seafarer Capital Partners, LLC 18.61% of their portfolio | 622.0k $42.2m | Unchanged |
| Cullen Capital Management, LLC 0.52% of their portfolio | 600.1k $40.7m | Added +103.9k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.31% of their portfolio | 582.4k $39.5m | Added +958 |
| MORGAN STANLEY 0.00% of their portfolio | 537.9k $36.5m | Added +176.1k |
| First Eagle Investment Management, LLC 0.09% of their portfolio | 493.3k $33.5m | Added +24.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 455.0k $30.9m | Added +82.8k |
| Itau Unibanco Holding S.A. 1.14% of their portfolio | 424.6k $28.0m | Reduced -14.5k |
| BlackRock Inc. 0.00% of their portfolio | 393.5k $26.7m | Reduced -462.1k |
| MILLENNIUM MANAGEMENT LLC 0.03% of their portfolio | 353.2k $24.0m | New |
| Auto-Owners Insurance Co 0.74% of their portfolio | 300.0k $20.4m | First filing |
| Burgundy Asset Management Ltd. 0.26% of their portfolio | 292.4k $19.8m | Reduced -3.1k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 278.0k $18.9m | Added +30.6k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 272.2k $18.5m | Added +192.2k |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 209.7k $14.2m | Added +45.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 209.2k $14.2m | Added +29.0k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 192.1k $13.0m | Reduced -2.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 190.3k $12.9m | Added +127.9k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 167.6k $11.4m | Reduced -4.9k |
| CI INVESTMENTS INC. 0.05% of their portfolio | 154.0k $10.5m | Added +14.8k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 150.0k $10.2m | Reduced -49.0k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.16% of their portfolio | 142.2k $9.7m | Added +18.2k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 140.3k $9.5m | Reduced -1.6k |
| CIBC WORLD MARKET INC. 0.04% of their portfolio | 139.4k $9.5m | Reduced -713 |
| CAUSEWAY CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 125.2k $8.5m | Reduced -19.1k |
| AQR CAPITAL MANAGEMENT LLC 0.02% of their portfolio | 119.2k $8.1m | Reduced -5.7k |
| UBS Group AG 0.00% of their portfolio | 116.1k $7.9m | Added +58.8k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 115.6k $7.8m | Reduced -44.8k |
| Taika Capital, LP 4.07% of their portfolio | 114.0k $7.7m | Added +47.0k |
| Qube Research & Technologies Ltd 0.04% of their portfolio | 107.3k $7.3m | Added +57.6k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 99.4k $6.7m | Added +19.7k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 96.9k $6.6m | Added +3.2k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 96.7k $6.6m | Added +68.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 83.9k $5.7m | Reduced -13.3k |
| PICTET ASSET MANAGEMENT SA 0.01% of their portfolio | 79.6k $5.4m | Reduced -420 |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 77.5k $5.3m | Added +14.4k |
| Martin Capital Partners, LLC 2.15% of their portfolio | 76.8k $5.2m | Reduced -1.0k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 71.3k $4.8m | Reduced -1.4k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.02% of their portfolio | 70.2k $4.8m | Added +48.8k |
| MARSHALL WACE, LLP 0.01% of their portfolio | 69.9k $4.7m | Added +65.9k |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 69.7k $4.7m | Reduced -1.3k |
| Discerene Group LP 0.58% of their portfolio | 68.6k $4.7m | Unchanged |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.07% of their portfolio | 63.8k $4.3m | Added +12.9k |
| MERITAGE PORTFOLIO MANAGEMENT 0.33% of their portfolio | 62.4k $4.2m | Added +3.2k |
| APG Asset Management N.V. 0.01% of their portfolio | 61.2k $4.2m | Added +43.9k |
| Invesco Ltd. 0.00% of their portfolio | 59.5k $4.0m | Reduced -50.9k |
| MIRABELLA FINANCIAL SERVICES LLP 0.33% of their portfolio | 54.9k $3.7m | New |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 54.9k $3.7m | Added +42.6k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.23% of their portfolio | 54.8k $3.7m | Added +22.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 54.5k $3.7m | Added +9.8k |
| RITHOLTZ WEALTH MANAGEMENT 0.19% of their portfolio | 50.2k $3.4m | Added +8.6k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.02% of their portfolio | 44.4k $3.0m | New |
| LPL Financial LLC 0.00% of their portfolio | 42.2k $2.9m | Added +2.5k |
| Dorsey Wright & Associates 0.78% of their portfolio | 39.5k $2.7m | First filing |
| NATIONAL BANK OF CANADA /FI/ 0.01% of their portfolio | 39.0k $2.7m | Added +37.1k |
| CITIGROUP INC 0.00% of their portfolio | 33.5k $2.3m | Reduced -1.5k |
| PANAGORA ASSET MANAGEMENT INC 0.01% of their portfolio | 32.2k $2.2m | Added +4.8k |
| Quadrature Capital Ltd 0.06% of their portfolio | 31.7k $2.2m | Added +10.3k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.04% of their portfolio | 30.1k $2.0m | Added +23.2k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 29.5k $2.0m | Added +4.3k |
| AMG National Trust Bank 0.07% of their portfolio | 29.4k $2.0m | Reduced -35 |
| RENAISSANCE GROUP LLC 0.09% of their portfolio | 25.8k $1.7m | Added +342 |
| Pendal Group Ltd 0.01% of their portfolio | 20.2k $1.4m | Reduced -7.2k |
| Aquatic Capital Management LLC 0.10% of their portfolio | 20.1k $1.4m | New |
| Freedom Investment Management, Inc. 0.15% of their portfolio | 20.0k $1.4m | Reduced -1.1k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 19.8k $1.3m | Added +400 |
| Advisors Asset Management, Inc. 0.03% of their portfolio | 19.7k $1.3m | Added +1.5k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.01% of their portfolio | 19.5k $1.3m | Reduced -36.8k |
| Vanguard Capital Wealth Advisors 1.52% of their portfolio | 19.3k $1.3m | Reduced -9.1k |
| Zurich Insurance Group Ltd/FI 0.02% of their portfolio | 19.3k $1.3m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 17.4k $1.2m | Reduced -1.9k |
| Campbell & CO Investment Adviser LLC 0.27% of their portfolio | 16.9k $1.1m | New |
| Freestone Capital Holdings, LLC 0.05% of their portfolio | 16.4k $1.1m | Reduced -19.4k |
| B. Metzler seel. Sohn & Co. AG 0.02% of their portfolio | 15.2k $1.0m | Added +5.0k |
| Jump Financial, LLC 0.05% of their portfolio | 14.5k $984.3k | Reduced -8.6k |
| Ethic Inc. 0.05% of their portfolio | 14.4k $980.0k | Added +2.3k |
| CAMBIAR INVESTORS LLC 0.04% of their portfolio | 14.3k $969.2k | Reduced -50 |
| STRS OHIO 0.00% of their portfolio | 14.0k $950.0k | Unchanged |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 13.9k $945.6k | Reduced -3.3k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 13.4k $929.0k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 12.2k $831.0k | Reduced -1.4k |
| J.P. Morgan Private Wealth Advisors LLC 0.00% of their portfolio | 11.8k $800.8k | Added +1.7k |
| True Wealth Design, LLC 0.36% of their portfolio | 11.5k $781.4k | First filing |
| Lester Murray Antman dba SimplyRich 0.31% of their portfolio | 11.5k $779.0k | Reduced -44 |
| Arkfeld Wealth Strategies, L.L.C. 0.51% of their portfolio | 11.4k $779.3k | Added +11 |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 11.4k $771.0k | Added +50 |
| Kestra Advisory Services, LLC 0.01% of their portfolio | 10.6k $718.3k | Added +684 |
| Archer Investment Corp 0.27% of their portfolio | 10.2k $692.4k | Unchanged |
| GABELLI FUNDS LLC 0.01% of their portfolio | 10.0k $678.8k | Unchanged |
| TD Waterhouse Canada Inc. 0.01% of their portfolio | 9.9k $649.6k | Reduced -28 |
| M&T Bank Corp 0.00% of their portfolio | 9.8k $662.8k | Reduced -3.2k |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 9.7k $667.3k | Unchanged |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 9.4k $638.0k | Reduced -26.4k |
| Bristlecone Advisors, LLC 0.08% of their portfolio | 9.4k $635.2k | Reduced -69 |