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 ($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
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 173 |
| Q4 2022 | 199 |
| Q1 2023 | 221 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 108 | 70 |
| Q1 2023 | 106 | 88 |
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 |
| Q1 2023 | $15.5m | $3.0m | 0.19 |
Biggest buyers
| ENVESTNET ASSET MANAGEMENT INC | Added | +722.3k |
| BANK OF AMERICA CORP /DE/ | Added | +241.9k |
| GOLDMAN SACHS GROUP INC | Added | +151.1k |
| Cullen Capital Management, LLC | Added | +146.3k |
| Aubrey Capital Management Ltd | New | +110.0k |
| JPMORGAN CHASE & CO | Added | +76.2k |
| AQR CAPITAL MANAGEMENT LLC | Added | +59.5k |
| Grantham, Mayo, Van Otterloo & Co. LLC | Added | +51.8k |
| Onex Canada Asset Management Inc. | New | +45.2k |
| LAZARD ASSET MANAGEMENT LLC | Added | +42.0k |
Biggest sellers
| MILLENNIUM MANAGEMENT LLC | Reduced | -348.6k |
| Burgundy Asset Management Ltd. | Reduced | -228.3k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -207.9k |
| MORGAN STANLEY | Reduced | -127.5k |
| BlackRock Inc. | Reduced | -96.0k |
| CITADEL ADVISORS LLC | Reduced | -82.9k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Sold out | -70.2k |
| MIRABELLA FINANCIAL SERVICES LLP | Sold out | -54.9k |
| JANE STREET GROUP, LLC | Sold out | -54.9k |
| DEUTSCHE BANK AG\ | Reduced | -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.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution +1.3 pts · filed 2025-10-17 | 8.1% |
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
| Manager | Shares | Change |
|---|---|---|
| GATES FOUNDATION TRUST 1.37% of their portfolio | 6.2m $500.1m | Unchanged |
| Tweedy, Browne Co LLC 8.48% of their portfolio | 1.9m $154.9m | Reduced -5.9k |
| RENAISSANCE TECHNOLOGIES LLC 0.12% of their portfolio | 1.1m $88.7m | Reduced -207.9k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.0m $84.3m | Added +151.1k |
| Robeco Institutional Asset Management B.V. 0.23% of their portfolio | 1.0m $83.8m | Reduced -9.4k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 931.4k $17.9m | Added +722.3k |
| Cullen Capital Management, LLC 0.55% of their portfolio | 746.4k $60.1m | Added +146.3k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 697.0k $56.1m | Added +241.9k |
| LAZARD ASSET MANAGEMENT LLC 0.07% of their portfolio | 671.4k $54.0m | Added +42.0k |
| Seafarer Capital Partners, LLC 18.75% of their portfolio | 622.0k $50.1m | Unchanged |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 621.5k $50.0m | Reduced -7.4k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.35% of their portfolio | 582.2k $46.8m | Reduced -188 |
| First Eagle Investment Management, LLC 0.10% of their portfolio | 455.6k $36.7m | Reduced -37.7k |
| MORGAN STANLEY 0.00% of their portfolio | 410.3k $33.0m | Reduced -127.5k |
| Itau Unibanco Holding S.A. 1.48% of their portfolio | 378.3k $29.4m | Reduced -46.4k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 348.4k $28.0m | Added +76.2k |
| Auto-Owners Insurance Co 0.83% of their portfolio | 300.0k $24.1m | Unchanged |
| BlackRock Inc. 0.00% of their portfolio | 297.5k $23.9m | Reduced -96.0k |
| DEUTSCHE BANK AG\ 0.01% of their portfolio | 224.9k $18.1m | Reduced -53.1k |
| NATIXIS ADVISORS, LLC 0.06% of their portfolio | 212.7k $17.1m | Added +3.0k |
| AQR CAPITAL MANAGEMENT LLC 0.03% of their portfolio | 178.7k $14.4m | Added +59.5k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 167.4k $13.5m | Reduced -163 |
| CI INVESTMENTS INC. 0.06% of their portfolio | 158.3k $12.7m | Added +4.3k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.02% of their portfolio | 158.1k $12.7m | Reduced -32.2k |
| UBS Group AG 0.01% of their portfolio | 154.6k $12.4m | Added +38.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 151.0k $12.1m | Reduced -41.2k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 149.1k $12.0m | Reduced -812 |
| CIBC WORLD MARKET INC. 0.04% of their portfolio | 138.4k $11.1m | Reduced -987 |
| Clearbridge Investments, LLC 0.01% of their portfolio | 137.5k $11.1m | Reduced -2.8k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.16% of their portfolio | 127.2k $10.2m | Reduced -14.9k |
| CAUSEWAY CAPITAL MANAGEMENT LLC 0.23% of their portfolio | 117.0k $9.4m | Reduced -8.2k |
| Taika Capital, LP 4.37% of their portfolio | 114.0k $9.2m | Added +15 |
| Aubrey Capital Management Ltd 5.13% of their portfolio | 110.0k $8.9m | New |
| Qube Research & Technologies Ltd 0.05% of their portfolio | 104.8k $8.4m | Reduced -2.5k |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 104.4k $8.4m | Added +5.0k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 103.9k $8.4m | Added +20.1k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 100.0k $8.0m | Reduced -15.6k |
| SEI INVESTMENTS CO 0.01% of their portfolio | 97.3k $7.8m | Added +445 |
| APG Asset Management N.V. 0.02% of their portfolio | 96.1k $7.1m | Added +34.9k |
| Martin Capital Partners, LLC 2.60% of their portfolio | 77.6k $6.2m | Added +841 |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 74.5k $6.0m | Added +4.8k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 74.4k $6.0m | Added +3.1k |
| Connor, Clark & Lunn Investment Management Ltd. 0.03% of their portfolio | 72.9k $5.9m | Reduced -4.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio | 71.3k $5.7m | Added +51.8k |
| Discerene Group LP 0.71% of their portfolio | 68.6k $5.5m | Unchanged |
| Burgundy Asset Management Ltd. 0.06% of their portfolio | 64.0k $5.2m | Reduced -228.3k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.08% of their portfolio | 63.9k $5.1m | Added +113 |
| PICTET ASSET MANAGEMENT SA 0.01% of their portfolio | 62.5k $5.0m | Reduced -17.1k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 59.9k $4.8m | Added +5.4k |
| PRELUDE CAPITAL MANAGEMENT, LLC 0.28% of their portfolio | 50.6k $4.1m | Reduced -4.2k |
| PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio | 49.7k $4.0m | Added +17.6k |
| LPL Financial LLC 0.00% of their portfolio | 46.4k $3.7m | Added +4.2k |
| Onex Canada Asset Management Inc. 0.20% of their portfolio | 45.2k $3.6m | New |
| STRS OHIO 0.01% of their portfolio | 42.0k $3.4m | Added +28.0k |
| Phoenix Financial Ltd. 0.07% of their portfolio | 41.2k $3.3m | New |
| Invesco Ltd. 0.00% of their portfolio | 40.3k $3.2m | Reduced -19.2k |
| NAVELLIER & ASSOCIATES INC 0.64% of their portfolio | 37.8k $3.0m | New |
| Dorsey Wright & Associates 0.91% of their portfolio | 37.4k $3.0m | Reduced -2.2k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 35.4k $2.9m | Added +6.0k |
| CITIGROUP INC 0.00% of their portfolio | 33.3k $2.7m | Reduced -148 |
| MERITAGE PORTFOLIO MANAGEMENT 0.19% of their portfolio | 32.3k $2.6m | Reduced -30.1k |
| RITHOLTZ WEALTH MANAGEMENT 0.13% of their portfolio | 31.9k $2.6m | Reduced -18.3k |
| Man Group plc 0.01% of their portfolio | 30.9k $2.5m | New |
| MARSHALL WACE, LLP 0.01% of their portfolio | 29.9k $2.4m | Reduced -40.0k |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 29.7k $2.4m | New |
| AMG National Trust Bank 0.08% of their portfolio | 29.3k $2.4m | Reduced -113 |
| RENAISSANCE GROUP LLC 0.10% of their portfolio | 26.6k $2.1m | Added +839 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 26.2k $2.1m | Added +16.9k |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.04% of their portfolio | 22.7k $1.8m | Reduced -7.3k |
| Summit Global Investments 0.14% of their portfolio | 22.3k $1.8m | New |
| JT Stratford LLC 0.51% of their portfolio | 22.2k $1.8m | New |
| Advisors Asset Management, Inc. 0.04% of their portfolio | 21.8k $1.8m | Added +2.1k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 21.5k $1.7m | New |
| GUGGENHEIM CAPITAL LLC 0.01% of their portfolio | 20.8k $1.7m | Added +6.9k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 20.4k $1.6m | Added +3.0k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 20.1k $1.6m | Added +12.1k |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 19.8k $1.6m | Unchanged |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 19.7k $1.6m | Reduced -24.7k |
| Zurich Insurance Group Ltd/FI 0.02% of their portfolio | 19.3k $1.6m | Unchanged |
| Thrivent Financial for Lutherans 0.00% of their portfolio | 18.8k $1.5m | New |
| Vanguard Capital Wealth Advisors 1.40% of their portfolio | 17.5k $1.4m | Reduced -1.8k |
| ACADIAN ASSET MANAGEMENT LLC 0.01% of their portfolio | 17.1k $1.4m | New |
| Ethic Inc. 0.05% of their portfolio | 16.7k $1.3m | Added +2.2k |
| MRP Capital Investments, LLC 1.38% of their portfolio | 15.7k $1.3m | New |
| Freestone Capital Holdings, LLC 0.05% of their portfolio | 15.3k $1.2m | Reduced -1.1k |
| Corient Private Wealth LP 0.00% of their portfolio | 15.3k $1.2m | Added +10.1k |
| B. Metzler seel. Sohn & Co. AG 0.02% of their portfolio | 15.2k $1.2m | Unchanged |
| Freedom Investment Management, Inc. 0.13% of their portfolio | 14.8k $1.2m | Reduced -5.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 13.8k $1.1m | Reduced -82.9k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 13.4k $1.1m | Unchanged |
| Boston Partners 0.00% of their portfolio | 12.6k $207.2k | New |
| Perpetual Ltd 0.01% of their portfolio | 11.7k $939.6k | First filing |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 11.6k $936.0k | Added +268 |
| Lester Murray Antman dba SimplyRich 0.35% of their portfolio | 11.5k $923.0k | Unchanged |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.04% of their portfolio | 11.4k $919.2k | New |
| Capital Wealth Planning, LLC 0.01% of their portfolio | 11.4k $914.5k | New |
| Penserra Capital Management LLC 0.02% of their portfolio | 11.4k $914.0k | Added +8.9k |
| Arkfeld Wealth Strategies, L.L.C. 0.67% of their portfolio | 11.3k $943.4k | Reduced -50 |
| CAMBIAR INVESTORS LLC 0.04% of their portfolio | 11.2k $902.1k | Reduced -3.1k |
| Campbell & CO Investment Adviser LLC 0.17% of their portfolio | 11.1k $891.8k | Reduced -5.8k |