Vault-13

COCA-COLA FEMSA SAB DE CV KOF

SPONS ADS REP · ADR · CUSIP 191241108

Mexican multinational beverage company

221 institutional holders +22 vs Q4 2022
23,568,68923.6m shares reported held*
$1.8bnreported value*
41 new 65 added 70 reduced 18 sold out net sold ≈ $28.1m (+339.4k shares)

* 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 ($525.8k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $78.22. Options: 7 managers hold calls ($15.5m notional), 5 hold puts ($3.0m).

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 173Q4 22: 199Q1 23: 221221Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 2022173
Q4 2022199
Q1 2023221

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
2000200Q4 22: 108 bought or addedQ4 22: 70 cut or sold outQ4 22Q1 23: 106 bought or addedQ1 23: 88 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 202210870
Q1 202310688

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5m$10m$15m$20mQ3 22 calls: $6.1mQ3 22 puts: $564.0kQ3 22P/C 0.09Q4 22 calls: $6.7mQ4 22 puts: $759.5kQ4 22P/C 0.11Q1 23 calls: $15.5mQ1 23 puts: $3.0mQ1 23P/C 0.19
Numbers
QuarterCallsPutsP/C
Q3 2022$6.1m$564.0k0.09
Q4 2022$6.7m$759.5k0.11
Q1 2023$15.5m$3.0m0.19

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +722,284+722.3k
BANK OF AMERICA CORP /DE/ Added +241,948+241.9k
GOLDMAN SACHS GROUP INC Added +151,067+151.1k
Cullen Capital Management, LLC Added +146,317+146.3k
Aubrey Capital Management Ltd New +110,000+110.0k
JPMORGAN CHASE & CO Added +76,169+76.2k
AQR CAPITAL MANAGEMENT LLC Added +59,476+59.5k
Grantham, Mayo, Van Otterloo & Co. LLC Added +51,800+51.8k
Onex Canada Asset Management Inc. New +45,214+45.2k
LAZARD ASSET MANAGEMENT LLC Added +42,044+42.0k

Biggest sellers

MILLENNIUM MANAGEMENT LLC Reduced -348,572-348.6k
Burgundy Asset Management Ltd. Reduced -228,348-228.3k
RENAISSANCE TECHNOLOGIES LLC Reduced -207,900-207.9k
MORGAN STANLEY Reduced -127,536-127.5k
BlackRock Inc. Reduced -96,001-96.0k
CITADEL ADVISORS LLC Reduced -82,878-82.9k
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND Sold out -70,200-70.2k
MIRABELLA FINANCIAL SERVICES LLP Sold out -54,903-54.9k
JANE STREET GROUP, LLC Sold out -54,850-54.9k
DEUTSCHE BANK AG\ Reduced -53,069-53.1k

Biggest calls

PEAK6 Investments LLC Added $9.6m119.4k shares
CITADEL ADVISORS LLC Added $2.3m28.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.4m17.7k shares
WOLVERINE TRADING, LLC Added $1.3m16.1k shares
SIMPLEX TRADING, LLC Unchanged $515.0k6.4k shares
BNP PARIBAS FINANCIAL MARKETS Unchanged $394.3k49 shares
CONCOURSE FINANCIAL GROUP SECURITIES, INC. Unchanged $00 shares

Biggest puts

PEAK6 Investments LLC Added $1.6m19.5k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $869.1k10.8k shares
BNP PARIBAS FINANCIAL MARKETS Unchanged $394.3k49 shares
CITADEL ADVISORS LLC Reduced $152.9k1.9k 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.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution +1.3 pts · filed 2025-10-17 8.1% +1.3 pts 42.5m 2025-10-17

Insider purchases and sales in Q1 2023

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 Q1 2023.

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GATES FOUNDATION TRUST 1.37% of their portfolio KIRKLAND, WA 6,214,7196.2m $500.1m $500.1m 1.37% Unchanged
2 Tweedy, Browne Co LLC 8.48% of their portfolio Stamford, CT 1,925,3471.9m $154.9m $154.9m 8.48% Reduced -5.9k -5,909
3 RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio NEW YORK, NY 1,102,4041.1m $88.7m $88.7m 0.12% Reduced -207.9k -207,900
4 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,047,6351.0m $84.3m $84.3m 0.02% Added +151.1k +151,067
5 Robeco Institutional Asset Management B.V. 0.23% of their portfolio ROTTERDAM, P7 1,041,6111.0m $83.8m $83.8m 0.23% Reduced -9.4k -9,357
6 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 931,441931.4k $17.9m $17.9m 0.01% Added +722.3k +722,284
7 Cullen Capital Management, LLC 0.55% of their portfolio New York, NY 746,402746.4k $60.1m $60.1m 0.55% Added +146.3k +146,317
8 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 696,964697.0k $56.1m $56.1m 0.01% Added +241.9k +241,948
9 LAZARD ASSET MANAGEMENT LLC 0.07% of their portfolio NEW YORK, NY 671,354671.4k $54.0m $54.0m 0.07% Added +42.0k +42,044
10 Seafarer Capital Partners, LLC 18.75% of their portfolio CORTE MADERA, CA 622,000622.0k $50.1m $50.1m 18.75% Unchanged
11 MACQUARIE GROUP LTD 0.06% of their portfolio Sydney, NSW 2000, C3 621,541621.5k $50.0m $50.0m 0.06% Reduced -7.4k -7,410
12 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.35% of their portfolio Cincinnati, OH 582,169582.2k $46.8m $46.8m 0.35% Reduced -188 -188
13 First Eagle Investment Management, LLC 0.10% of their portfolio NEW YORK, NY 455,608455.6k $36.7m $36.7m 0.10% Reduced -37.7k -37,706
14 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 410,330410.3k $33.0m $33.0m 0.00% Reduced -127.5k -127,536
15 Itau Unibanco Holding S.A. 1.48% of their portfolio SAO PAULO, D5 378,270378.3k $29.4m $29.4m 1.48% Reduced -46.4k -46,360
16 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 348,412348.4k $28.0m $28.0m 0.00% Added +76.2k +76,169
17 Auto-Owners Insurance Co 0.83% of their portfolio LANSING, MI 300,000300.0k $24.1m $24.1m 0.83% Unchanged
18 BlackRock Inc. 0.00% of their portfolio New York, NY 297,542297.5k $23.9m $23.9m 0.00% Reduced -96.0k -96,001
19 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 224,893224.9k $18.1m $18.1m 0.01% Reduced -53.1k -53,069
20 NATIXIS ADVISORS, LLC 0.06% of their portfolio Boston, MA 212,736212.7k $17.1m $17.1m 0.06% Added +3.0k +3,044
21 AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio Greenwich, CT 178,666178.7k $14.4m $14.4m 0.03% Added +59.5k +59,476
22 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 167,428167.4k $13.5m $13.5m 0.00% Reduced -163 -163
23 CI INVESTMENTS INC. 0.06% of their portfolio TORONTO, Z4 158,287158.3k $12.7m $12.7m 0.06% Added +4.3k +4,259
24 CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio TORONTO ONTARIO, A6 158,100158.1k $12.7m $12.7m 0.02% Reduced -32.2k -32,200
25 UBS Group AG 0.01% of their portfolio ZURICH, V8 154,598154.6k $12.4m $12.4m 0.01% Added +38.5k +38,527
26 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 150,966151.0k $12.1m $12.1m 0.00% Reduced -41.2k -41,181
27 FEDERATED HERMES, INC. 0.03% of their portfolio PITTSBURGH, PA 149,143149.1k $12.0m $12.0m 0.03% Reduced -812 -812
28 CIBC WORLD MARKET INC. 0.04% of their portfolio TORONTO, A6 138,414138.4k $11.1m $11.1m 0.04% Reduced -987 -987
29 Clearbridge Investments, LLC 0.01% of their portfolio NEW YORK, NY 137,526137.5k $11.1m $11.1m 0.01% Reduced -2.8k -2,773
30 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.16% of their portfolio Stamford, CT 127,245127.2k $10.2m $10.2m 0.16% Reduced -14.9k -14,926
31 CAUSEWAY CAPITAL MANAGEMENT LLC 0.23% of their portfolio LOS ANGELES, CA 117,020117.0k $9.4m $9.4m 0.23% Reduced -8.2k -8,205
32 Taika Capital, LP 4.37% of their portfolio SUNNY ISLES BEACH, FL 114,015114.0k $9.2m $9.2m 4.37% Added +15 +15
33 Aubrey Capital Management Ltd 5.13% of their portfolio EDINBURGH, X0 110,000110.0k $8.9m $8.9m 5.13% New
34 Qube Research & Technologies Ltd 0.05% of their portfolio LONDON, X0 104,774104.8k $8.4m $8.4m 0.05% Reduced -2.5k -2,488
35 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 104,354104.4k $8.4m $8.4m 0.01% Added +5.0k +4,983
36 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 103,933103.9k $8.4m $8.4m 0.00% Added +20.1k +20,076
37 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 100,010100.0k $8.0m $8.0m 0.00% Reduced -15.6k -15,624
38 SEI INVESTMENTS CO 0.01% of their portfolio OAKS, PA 97,33697.3k $7.8m $7.8m 0.01% Added +445 +445
39 APG Asset Management N.V. 0.02% of their portfolio Amsterdam, P7 96,06496.1k $7.1m $7.1m 0.02% Added +34.9k +34,900
40 Martin Capital Partners, LLC 2.60% of their portfolio EUGENE, OR 77,59977.6k $6.2m $6.2m 2.60% Added +841 +841
41 RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio ST PETERSBURG, FL 74,50774.5k $6.0m $6.0m 0.01% Added +4.8k +4,817
42 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 74,42874.4k $6.0m $6.0m 0.01% Added +3.1k +3,146
43 Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio VANCOUVER, A1 72,85672.9k $5.9m $5.9m 0.03% Reduced -4.6k -4,619
44 Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio Boston, MA 71,28771.3k $5.7m $5.7m 0.03% Added +51.8k +51,800
45 Discerene Group LP 0.71% of their portfolio STAMFORD, CT 68,60768.6k $5.5m $5.5m 0.71% Unchanged
46 Burgundy Asset Management Ltd. 0.06% of their portfolio Toronto, A6 64,03364.0k $5.2m $5.2m 0.06% Reduced -228.3k -228,348
47 OPPENHEIMER ASSET MANAGEMENT INC. 0.08% of their portfolio NEW YORK, NY 63,94563.9k $5.1m $5.1m 0.08% Added +113 +113
48 PICTET ASSET MANAGEMENT SA 0.01% of their portfolio GENEVA 73, V8 62,50262.5k $5.0m $5.0m 0.01% Reduced -17.1k -17,081
49 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 59,92359.9k $4.8m $4.8m 0.00% Added +5.4k +5,441
50 PRELUDE CAPITAL MANAGEMENT, LLC 0.28% of their portfolio NEW YORK, NY 50,57950.6k $4.1m $4.1m 0.28% Reduced -4.2k -4,194
51 PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio BOSTON, MA 49,74049.7k $4.0m $4.0m 0.03% Added +17.6k +17,570
52 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 46,38746.4k $3.7m $3.7m 0.00% Added +4.2k +4,168
53 Onex Canada Asset Management Inc. 0.20% of their portfolio TORONTO, A6 45,21445.2k $3.6m $3.6m 0.20% New
54 STRS OHIO 0.01% of their portfolio COLUMBUS, OH 42,00042.0k $3.4m $3.4m 0.01% Added +28.0k +28,000
55 Phoenix Financial Ltd. 0.07% of their portfolio Givatayim, L3 41,21641.2k $3.3m $3.3m 0.07% New
56 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 40,30140.3k $3.2m $3.2m 0.00% Reduced -19.2k -19,232
57 NAVELLIER & ASSOCIATES INC 0.64% of their portfolio Reno, NV 37,80637.8k $3.0m $3.0m 0.64% New
58 Dorsey Wright & Associates 0.91% of their portfolio PASADENA, CA 37,35437.4k $3.0m $3.0m 0.91% Reduced -2.2k -2,154
59 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 35,43435.4k $2.9m $2.9m 0.01% Added +6.0k +5,966
60 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 33,32533.3k $2.7m $2.7m 0.00% Reduced -148 -148
61 MERITAGE PORTFOLIO MANAGEMENT 0.19% of their portfolio OVERLAND PARK, KS 32,30732.3k $2.6m $2.6m 0.19% Reduced -30.1k -30,050
62 RITHOLTZ WEALTH MANAGEMENT 0.13% of their portfolio NEW YORK, NY 31,86731.9k $2.6m $2.6m 0.13% Reduced -18.3k -18,348
63 Man Group plc 0.01% of their portfolio LONDON, X0 30,88730.9k $2.5m $2.5m 0.01% New
64 MARSHALL WACE, LLP 0.01% of their portfolio LONDON, X0 29,86029.9k $2.4m $2.4m 0.01% Reduced -40.0k -40,006
65 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 29,65729.7k $2.4m $2.4m 0.00% New
66 AMG National Trust Bank 0.08% of their portfolio GREENWOOD VILLAGE, CO 29,31629.3k $2.4m $2.4m 0.08% Reduced -113 -113
67 RENAISSANCE GROUP LLC 0.10% of their portfolio Covington, KY 26,60026.6k $2.1m $2.1m 0.10% Added +839 +839
68 ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio BOSTON, MA 26,24526.2k $2.1m $2.1m 0.00% Added +16.9k +16,850
69 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.04% of their portfolio BALA CYNWYD, PA 22,73122.7k $1.8m $1.8m 0.04% Reduced -7.3k -7,341
70 Summit Global Investments 0.14% of their portfolio BOUNTIFUL, UT 22,25422.3k $1.8m $1.8m 0.14% New
71 JT Stratford LLC 0.51% of their portfolio GAINESVILLE, GA 22,15122.2k $1.8m $1.8m 0.51% New
72 Advisors Asset Management, Inc. 0.04% of their portfolio Monument, CO 21,83121.8k $1.8m $1.8m 0.04% Added +2.1k +2,098
73 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 21,52721.5k $1.7m $1.7m 0.00% New
74 GUGGENHEIM CAPITAL LLC 0.01% of their portfolio CHICAGO, IL 20,81520.8k $1.7m $1.7m 0.01% Added +6.9k +6,885
75 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 20,41720.4k $1.6m $1.6m 0.00% Added +3.0k +3,050
76 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,11620.1k $1.6m $1.6m 0.00% Added +12.1k +12,103
77 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 19,80019.8k $1.6m $1.6m 0.00% Unchanged
78 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 19,66619.7k $1.6m $1.6m 0.01% Reduced -24.7k -24,693
79 Zurich Insurance Group Ltd/FI 0.02% of their portfolio ZURICH, V8 19,30019.3k $1.6m $1.6m 0.02% Unchanged
80 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 18,84218.8k $1.5m $1.5m 0.00% New
81 Vanguard Capital Wealth Advisors 1.40% of their portfolio DENVER, CO 17,51617.5k $1.4m $1.4m 1.40% Reduced -1.8k -1,818
82 ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio Boston, MA 17,11717.1k $1.4m $1.4m 0.01% New
83 Ethic Inc. 0.05% of their portfolio NEW YORK, NY 16,68316.7k $1.3m $1.3m 0.05% Added +2.2k +2,245
84 MRP Capital Investments, LLC 1.38% of their portfolio ALPHARETTA, GA 15,67015.7k $1.3m $1.3m 1.38% New
85 Freestone Capital Holdings, LLC 0.05% of their portfolio Seattle, WA 15,29115.3k $1.2m $1.2m 0.05% Reduced -1.1k -1,101
86 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 15,28515.3k $1.2m $1.2m 0.00% Added +10.1k +10,080
87 B. Metzler seel. Sohn & Co. AG 0.02% of their portfolio FRANKFURT, 2M 15,22815.2k $1.2m $1.2m 0.02% Unchanged
88 Freedom Investment Management, Inc. 0.13% of their portfolio SOUTH WINDSOR, CT 14,75214.8k $1.2m $1.2m 0.13% Reduced -5.2k -5,246
89 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 13,80813.8k $1.1m $1.1m 0.00% Reduced -82.9k -82,878
90 DekaBank Deutsche Girozentrale 0.00% of their portfolio FRANKFURT, 2M 13,40013.4k $1.1m $1.1m 0.00% Unchanged
91 Boston Partners 0.00% of their portfolio BOSTON, MA 12,58512.6k $207.2k $207.2k 0.00% New
92 Perpetual Ltd 0.01% of their portfolio SYDNEY, NEW SOUTH WALES, C3 11,67711.7k $939.6k $939.6k 0.01% First filing
93 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 11,63111.6k $936.0k $936.0k 0.00% Added +268 +268
94 Lester Murray Antman dba SimplyRich 0.35% of their portfolio CARLSBAD, CA 11,47811.5k $923.0k $923.0k 0.35% Unchanged
95 KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio AUSTIN, TX 11,42311.4k $919.2k $919.2k 0.04% New
96 Capital Wealth Planning, LLC 0.01% of their portfolio NAPLES, FL 11,36411.4k $914.5k $914.5k 0.01% New
97 Penserra Capital Management LLC 0.02% of their portfolio ORINDA, CA 11,36411.4k $914.0k $914.0k 0.02% Added +8.9k +8,913
98 Arkfeld Wealth Strategies, L.L.C. 0.67% of their portfolio OMAHA, NE 11,33411.3k $943.4k $943.4k 0.67% Reduced -50 -50
99 CAMBIAR INVESTORS LLC 0.04% of their portfolio Denver, CO 11,21011.2k $902.1k $902.1k 0.04% Reduced -3.1k -3,068
100 Campbell & CO Investment Adviser LLC 0.17% of their portfolio BALTIMORE, MD 11,08211.1k $891.8k $891.8k 0.17% Reduced -5.8k -5,844