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 ($272.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $83.25. Options: 7 managers hold calls ($9.7m notional), 4 hold puts ($2.0m).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 173 |
| Q4 2022 | 199 |
| Q1 2023 | 221 |
| Q2 2023 | 232 |
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 |
| Q2 2023 | 110 | 111 |
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 |
| Q2 2023 | $9.7m | $2.0m | 0.21 |
Biggest buyers
| Phoenix Financial Ltd. | Added | +822.4k |
| Qube Research & Technologies Ltd | Added | +78.8k |
| AQR CAPITAL MANAGEMENT LLC | Added | +76.8k |
| JPMORGAN CHASE & CO | Added | +72.7k |
| MILLENNIUM MANAGEMENT LLC | Added | +67.5k |
| GOLDMAN SACHS GROUP INC | Added | +65.2k |
| JANE STREET GROUP, LLC | New | +43.0k |
| SEI INVESTMENTS CO | Added | +41.7k |
| BlackRock Inc. | Added | +38.6k |
| Virtu Financial LLC | New | +35.2k |
Biggest sellers
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -715.5k |
| RENAISSANCE TECHNOLOGIES LLC | Reduced | -229.5k |
| DEUTSCHE BANK AG\ | Reduced | -165.9k |
| CANADA PENSION PLAN INVESTMENT BOARD | Reduced | -115.2k |
| Taika Capital, LP | Sold out | -114.0k |
| Tweedy, Browne Co LLC | Reduced | -100.2k |
| APG Asset Management N.V. | Reduced | -66.3k |
| Burgundy Asset Management Ltd. | Sold out | -64.0k |
| Robeco Institutional Asset Management B.V. | Reduced | -60.8k |
| Cullen Capital Management, LLC | Reduced | -50.8k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $4.2m50.7k shares |
| PEAK6 Investments LLC | Reduced | $4.1m49.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $666.5k8.0k shares |
| SIMPLEX TRADING, LLC | Added | $566.0k6.8k shares |
| GROUP ONE TRADING LLC | New | $175.0k2.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Penserra Capital Management LLC | New | $040 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.3m15.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $758.1k9.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
| Cutler Group LLC / CA | New | $0200 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 Q2 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 Q2 2023.
Holders, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| GATES FOUNDATION TRUST 1.23% of their portfolio | 6.2m $517.7m | Unchanged |
| Tweedy, Browne Co LLC 8.02% of their portfolio | 1.8m $152.1m | Reduced -100.2k |
| GOLDMAN SACHS GROUP INC 0.02% of their portfolio | 1.1m $92.7m | Added +65.2k |
| Robeco Institutional Asset Management B.V. 0.21% of their portfolio | 980.8k $81.7m | Reduced -60.8k |
| RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio | 872.9k $72.7m | Reduced -229.5k |
| Phoenix Financial Ltd. 1.51% of their portfolio | 863.6k $71.9m | Added +822.4k |
| BANK OF AMERICA CORP /DE/ 0.01% of their portfolio | 708.0k $59.0m | Added +11.1k |
| Cullen Capital Management, LLC 0.52% of their portfolio | 695.6k $58.0m | Reduced -50.8k |
| LAZARD ASSET MANAGEMENT LLC 0.07% of their portfolio | 660.6k $55.0m | Reduced -10.8k |
| Seafarer Capital Partners, LLC 15.73% of their portfolio | 622.0k $51.8m | Unchanged |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 618.1k $51.5m | Reduced -3.4k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.35% of their portfolio | 582.0k $48.5m | Reduced -119 |
| MORGAN STANLEY 0.00% of their portfolio | 444.1k $37.0m | Added +33.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 421.1k $35.1m | Added +72.7k |
| First Eagle Investment Management, LLC 0.09% of their portfolio | 405.4k $33.8m | Reduced -50.2k |
| Itau Unibanco Holding S.A. 1.32% of their portfolio | 352.5k $28.3m | Reduced -25.8k |
| BlackRock Inc. 0.00% of their portfolio | 336.1k $28.0m | Added +38.6k |
| Auto-Owners Insurance Co 0.81% of their portfolio | 300.0k $25.0m | Unchanged |
| AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio | 255.4k $21.3m | Added +76.8k |
| NATIXIS ADVISORS, LLC 0.06% of their portfolio | 216.4k $18.0m | Added +3.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 215.9k $18.0m | Reduced -715.5k |
| Qube Research & Technologies Ltd 0.06% of their portfolio | 183.6k $15.3m | Added +78.8k |
| CI INVESTMENTS INC. 0.07% of their portfolio | 156.1k $13.0m | Reduced -2.2k |
| UBS Group AG 0.01% of their portfolio | 147.3k $12.3m | Reduced -7.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio | 146.1k $12.2m | Reduced -21.4k |
| SEI INVESTMENTS CO 0.02% of their portfolio | 139.1k $11.6m | Added +41.7k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 131.9k $11.0m | Reduced -19.1k |
| Aubrey Capital Management Ltd 6.98% of their portfolio | 127.7k $10.6m | Added +17.7k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.16% of their portfolio | 127.0k $10.6m | Reduced -217 |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 122.9k $10.2m | Reduced -26.2k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 116.0k $9.7m | Added +16.0k |
| CAUSEWAY CAPITAL MANAGEMENT LLC 0.25% of their portfolio | 111.9k $9.3m | Reduced -5.1k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 104.6k $8.7m | Added +669 |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 99.1k $8.3m | Reduced -5.3k |
| Clearbridge Investments, LLC 0.01% of their portfolio | 95.4k $7.9m | Reduced -42.1k |
| CIBC WORLD MARKET INC. 0.03% of their portfolio | 88.8k $7.4m | Reduced -49.7k |
| Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio | 84.2k $7.0m | Added +11.3k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio | 79.3k $6.6m | Added +8.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 72.1k $6.0m | Added +67.5k |
| Discerene Group LP 0.75% of their portfolio | 68.6k $5.7m | Unchanged |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 67.6k $5.6m | Reduced -6.9k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.08% of their portfolio | 61.3k $5.1m | Reduced -2.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 59.9k $5.0m | Added +14 |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 59.0k $4.9m | Reduced -165.9k |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 56.2k $4.7m | Reduced -18.2k |
| Martin Capital Partners, LLC 1.86% of their portfolio | 55.0k $4.6m | Reduced -22.6k |
| NAVELLIER & ASSOCIATES INC 0.88% of their portfolio | 54.5k $4.5m | Added +16.7k |
| PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio | 53.1k $4.4m | Added +3.4k |
| Thrivent Financial for Lutherans 0.01% of their portfolio | 49.9k $4.2m | Added +31.0k |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 43.0k $3.6m | New |
| CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio | 42.9k $3.6m | Reduced -115.2k |
| LPL Financial LLC 0.00% of their portfolio | 42.8k $3.6m | Reduced -3.6k |
| PICTET ASSET MANAGEMENT SA 0.00% of their portfolio | 41.7k $3.5m | Reduced -20.8k |
| OSAIC HOLDINGS, INC. 0.01% of their portfolio | 38.0k $3.1m | Added +2.5k |
| Onex Canada Asset Management Inc. 0.19% of their portfolio | 36.7k $3.1m | Reduced -8.5k |
| Virtu Financial LLC 0.22% of their portfolio | 35.2k $2.9m | New |
| Dorsey Wright & Associates 0.85% of their portfolio | 34.1k $2.8m | Reduced -3.3k |
| MERITAGE PORTFOLIO MANAGEMENT 0.20% of their portfolio | 33.7k $2.8m | Added +1.4k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 31.5k $2.6m | Added +11.8k |
| RITHOLTZ WEALTH MANAGEMENT 0.12% of their portfolio | 31.5k $2.6m | Reduced -384 |
| B. Metzler seel. Sohn & Co. AG 0.03% of their portfolio | 30.5k $2.5m | Added +15.2k |
| APG Asset Management N.V. 0.00% of their portfolio | 29.8k $2.3m | Reduced -66.3k |
| Summit Global Investments 0.16% of their portfolio | 28.9k $2.4m | Added +6.6k |
| RENAISSANCE GROUP LLC 0.10% of their portfolio | 28.2k $2.3m | Added +1.6k |
| GUGGENHEIM CAPITAL LLC 0.02% of their portfolio | 26.7k $2.2m | Added +5.9k |
| Jump Financial, LLC 0.08% of their portfolio | 26.0k $2.2m | New |
| Advisors Asset Management, Inc. 0.04% of their portfolio | 22.7k $1.9m | Added +881 |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 21.6k $1.8m | Added +40 |
| JT Stratford LLC 0.48% of their portfolio | 21.2k $1.8m | Reduced -953 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.06% of their portfolio | 20.7k $1.7m | Reduced -2.1k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 20.4k $1.7m | Added +308 |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 19.8k $1.6m | Unchanged |
| Bank of New York Mellon Corp 0.00% of their portfolio | 19.3k $1.6m | Reduced -1.1k |
| Zurich Insurance Group Ltd/FI 0.02% of their portfolio | 19.3k $1.6m | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 18.8k $1.6m | Added +10.3k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 18.8k $1.6m | Added +5.0k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 17.4k $1.4m | Reduced -12.5k |
| Vanguard Capital Wealth Advisors 1.29% of their portfolio | 17.1k $1.4m | Reduced -420 |
| BI Asset Management Fondsmaeglerselskab A/S 0.03% of their portfolio | 16.0k $1.3m | New |
| Ethic Inc. 0.05% of their portfolio | 15.5k $1.3m | Reduced -1.2k |
| Corient Private Wealth LP 0.00% of their portfolio | 15.2k $1.3m | Reduced -71 |
| Crossmark Global Holdings, Inc. 0.03% of their portfolio | 14.9k $1.3m | New |
| Mariner, LLC 0.00% of their portfolio | 14.7k $1.2m | Added +4.5k |
| Invesco Ltd. 0.00% of their portfolio | 14.5k $1.2m | Reduced -25.8k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 14.2k $1.2m | New |
| STRS OHIO 0.00% of their portfolio | 14.0k $1.2m | Reduced -28.0k |
| MRP Capital Investments, LLC 1.13% of their portfolio | 13.9k $1.2m | Reduced -1.8k |
| Freestone Capital Holdings, LLC 0.04% of their portfolio | 13.2k $1.1m | Reduced -2.1k |
| AMG National Trust Bank 0.04% of their portfolio | 13.1k $1.1m | Reduced -16.3k |
| Freedom Investment Management, Inc. 0.12% of their portfolio | 12.7k $1.1m | Reduced -2.1k |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 12.6k $1.1m | Added +2.1k |
| KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio | 12.2k $1.0m | Added +769 |
| Beverly Hills Private Wealth, LLC 0.16% of their portfolio | 12.0k $969.8k | Added +5.0k |
| Lester Murray Antman dba SimplyRich 0.34% of their portfolio | 11.5k $956.0k | Unchanged |
| Arkfeld Wealth Strategies, L.L.C. 0.69% of their portfolio | 11.4k $944.2k | Added +75 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 11.2k $998.3k | Reduced -18.4k |
| DekaBank Deutsche Girozentrale 0.00% of their portfolio | 11.2k $941.0k | Reduced -2.2k |
| MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio | 10.7k $892.0k | Reduced -924 |
| D.A. DAVIDSON & CO. 0.01% of their portfolio | 10.4k $868.4k | Added +750 |
| GABELLI FUNDS LLC 0.01% of their portfolio | 10.0k $833.1k | Unchanged |