Vault-13

COCA-COLA FEMSA SAB DE CV KOF

SPONS ADS REP · ADR · CUSIP 191241108

Mexican multinational beverage company

232 institutional holders +11 vs Q1 2023
22,926,90222.9m shares reported held*
$1.9bnreported value*
36 new 74 added 85 reduced 26 sold out net bought ≈ $3.6m (-645.1k 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 ($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

0100200300Q3 22: 173Q4 22: 199Q1 23: 221Q2 23: 232232Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 2022173
Q4 2022199
Q1 2023221
Q2 2023232

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 23Q2 23: 110 bought or addedQ2 23: 111 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 202210870
Q1 202310688
Q2 2023110111

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 0.19Q2 23 calls: $9.7mQ2 23 puts: $2.0mQ2 23P/C 0.21
Numbers
QuarterCallsPutsP/C
Q3 2022$6.1m$564.0k0.09
Q4 2022$6.7m$759.5k0.11
Q1 2023$15.5m$3.0m0.19
Q2 2023$9.7m$2.0m0.21

Biggest buyers

Phoenix Financial Ltd. Added +822,381+822.4k
Qube Research & Technologies Ltd Added +78,821+78.8k
AQR CAPITAL MANAGEMENT LLC Added +76,750+76.8k
JPMORGAN CHASE & CO Added +72,689+72.7k
MILLENNIUM MANAGEMENT LLC Added +67,454+67.5k
GOLDMAN SACHS GROUP INC Added +65,174+65.2k
JANE STREET GROUP, LLC New +43,016+43.0k
SEI INVESTMENTS CO Added +41,729+41.7k
BlackRock Inc. Added +38,559+38.6k
Virtu Financial LLC New +35,222+35.2k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -715,535-715.5k
RENAISSANCE TECHNOLOGIES LLC Reduced -229,500-229.5k
DEUTSCHE BANK AG\ Reduced -165,894-165.9k
CANADA PENSION PLAN INVESTMENT BOARD Reduced -115,200-115.2k
Taika Capital, LP Sold out -114,015-114.0k
Tweedy, Browne Co LLC Reduced -100,175-100.2k
APG Asset Management N.V. Reduced -66,300-66.3k
Burgundy Asset Management Ltd. Sold out -64,033-64.0k
Robeco Institutional Asset Management B.V. Reduced -60,800-60.8k
Cullen Capital Management, LLC Reduced -50,789-50.8k

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.

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 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

#ManagerLocationShares Value% of their portfolioChangeShares change
1 GATES FOUNDATION TRUST 1.23% of their portfolio KIRKLAND, WA 6,214,7196.2m $517.7m $517.7m 1.23% Unchanged
2 Tweedy, Browne Co LLC 8.02% of their portfolio Stamford, CT 1,825,1721.8m $152.1m $152.1m 8.02% Reduced -100.2k -100,175
3 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 1,112,8091.1m $92.7m $92.7m 0.02% Added +65.2k +65,174
4 Robeco Institutional Asset Management B.V. 0.21% of their portfolio ROTTERDAM, P7 980,811980.8k $81.7m $81.7m 0.21% Reduced -60.8k -60,800
5 RENAISSANCE TECHNOLOGIES LLC 0.10% of their portfolio NEW YORK, NY 872,904872.9k $72.7m $72.7m 0.10% Reduced -229.5k -229,500
6 Phoenix Financial Ltd. 1.51% of their portfolio Givatayim, L3 863,597863.6k $71.9m $71.9m 1.51% Added +822.4k +822,381
7 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 708,039708.0k $59.0m $59.0m 0.01% Added +11.1k +11,075
8 Cullen Capital Management, LLC 0.52% of their portfolio New York, NY 695,613695.6k $58.0m $58.0m 0.52% Reduced -50.8k -50,789
9 LAZARD ASSET MANAGEMENT LLC 0.07% of their portfolio NEW YORK, NY 660,581660.6k $55.0m $55.0m 0.07% Reduced -10.8k -10,773
10 Seafarer Capital Partners, LLC 15.73% of their portfolio CORTE MADERA, CA 622,000622.0k $51.8m $51.8m 15.73% Unchanged
11 MACQUARIE GROUP LTD 0.06% of their portfolio Sydney, NSW 2000, C3 618,137618.1k $51.5m $51.5m 0.06% Reduced -3.4k -3,404
12 FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.35% of their portfolio Cincinnati, OH 582,050582.0k $48.5m $48.5m 0.35% Reduced -119 -119
13 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 444,150444.1k $37.0m $37.0m 0.00% Added +33.8k +33,820
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 421,101421.1k $35.1m $35.1m 0.00% Added +72.7k +72,689
15 First Eagle Investment Management, LLC 0.09% of their portfolio NEW YORK, NY 405,369405.4k $33.8m $33.8m 0.09% Reduced -50.2k -50,239
16 Itau Unibanco Holding S.A. 1.32% of their portfolio SAO PAULO, D5 352,469352.5k $28.3m $28.3m 1.32% Reduced -25.8k -25,801
17 BlackRock Inc. 0.00% of their portfolio New York, NY 336,101336.1k $28.0m $28.0m 0.00% Added +38.6k +38,559
18 Auto-Owners Insurance Co 0.81% of their portfolio LANSING, MI 300,000300.0k $25.0m $25.0m 0.81% Unchanged
19 AQR CAPITAL MANAGEMENT LLC 0.05% of their portfolio Greenwich, CT 255,416255.4k $21.3m $21.3m 0.05% Added +76.8k +76,750
20 NATIXIS ADVISORS, LLC 0.06% of their portfolio Boston, MA 216,384216.4k $18.0m $18.0m 0.06% Added +3.6k +3,648
21 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 215,906215.9k $18.0m $18.0m 0.01% Reduced -715.5k -715,535
22 Qube Research & Technologies Ltd 0.06% of their portfolio LONDON, X0 183,595183.6k $15.3m $15.3m 0.06% Added +78.8k +78,821
23 CI INVESTMENTS INC. 0.07% of their portfolio TORONTO, Z4 156,134156.1k $13.0m $13.0m 0.07% Reduced -2.2k -2,153
24 UBS Group AG 0.01% of their portfolio ZURICH, V8 147,350147.3k $12.3m $12.3m 0.01% Reduced -7.2k -7,248
25 MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.00% of their portfolio Boston, MA 146,070146.1k $12.2m $12.2m 0.00% Reduced -21.4k -21,358
26 SEI INVESTMENTS CO 0.02% of their portfolio OAKS, PA 139,065139.1k $11.6m $11.6m 0.02% Added +41.7k +41,729
27 DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio AUSTIN, TX 131,882131.9k $11.0m $11.0m 0.00% Reduced -19.1k -19,084
28 Aubrey Capital Management Ltd 6.98% of their portfolio EDINBURGH, X0 127,741127.7k $10.6m $10.6m 6.98% Added +17.7k +17,741
29 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.16% of their portfolio Stamford, CT 127,028127.0k $10.6m $10.6m 0.16% Reduced -217 -217
30 FEDERATED HERMES, INC. 0.03% of their portfolio PITTSBURGH, PA 122,901122.9k $10.2m $10.2m 0.03% Reduced -26.2k -26,242
31 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 116,033116.0k $9.7m $9.7m 0.00% Added +16.0k +16,023
32 CAUSEWAY CAPITAL MANAGEMENT LLC 0.25% of their portfolio LOS ANGELES, CA 111,937111.9k $9.3m $9.3m 0.25% Reduced -5.1k -5,083
33 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 104,602104.6k $8.7m $8.7m 0.00% Added +669 +669
34 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 99,07799.1k $8.3m $8.3m 0.01% Reduced -5.3k -5,277
35 Clearbridge Investments, LLC 0.01% of their portfolio NEW YORK, NY 95,37795.4k $7.9m $7.9m 0.01% Reduced -42.1k -42,149
36 CIBC WORLD MARKET INC. 0.03% of their portfolio TORONTO, A6 88,75988.8k $7.4m $7.4m 0.03% Reduced -49.7k -49,655
37 Connor, Clark & Lunn Investment Management Ltd. 0.04% of their portfolio VANCOUVER, A1 84,18084.2k $7.0m $7.0m 0.04% Added +11.3k +11,324
38 Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio Boston, MA 79,30779.3k $6.6m $6.6m 0.03% Added +8.0k +8,020
39 MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio NEW YORK, NY 72,12572.1k $6.0m $6.0m 0.01% Added +67.5k +67,454
40 Discerene Group LP 0.75% of their portfolio STAMFORD, CT 68,60768.6k $5.7m $5.7m 0.75% Unchanged
41 RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio ST PETERSBURG, FL 67,58367.6k $5.6m $5.6m 0.00% Reduced -6.9k -6,924
42 OPPENHEIMER ASSET MANAGEMENT INC. 0.08% of their portfolio NEW YORK, NY 61,27361.3k $5.1m $5.1m 0.08% Reduced -2.7k -2,672
43 NORTHERN TRUST CORP 0.00% of their portfolio CHICAGO, IL 59,93759.9k $5.0m $5.0m 0.00% Added +14 +14
44 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 58,99959.0k $4.9m $4.9m 0.00% Reduced -165.9k -165,894
45 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 56,24656.2k $4.7m $4.7m 0.01% Reduced -18.2k -18,182
46 Martin Capital Partners, LLC 1.86% of their portfolio EUGENE, OR 55,00655.0k $4.6m $4.6m 1.86% Reduced -22.6k -22,593
47 NAVELLIER & ASSOCIATES INC 0.88% of their portfolio Reno, NV 54,46054.5k $4.5m $4.5m 0.88% Added +16.7k +16,654
48 PANAGORA ASSET MANAGEMENT INC 0.03% of their portfolio BOSTON, MA 53,09653.1k $4.4m $4.4m 0.03% Added +3.4k +3,356
49 Thrivent Financial for Lutherans 0.01% of their portfolio Minneapolis, MN 49,88149.9k $4.2m $4.2m 0.01% Added +31.0k +31,039
50 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 43,01643.0k $3.6m $3.6m 0.00% New
51 CANADA PENSION PLAN INVESTMENT BOARD 0.01% of their portfolio TORONTO ONTARIO, A6 42,90042.9k $3.6m $3.6m 0.01% Reduced -115.2k -115,200
52 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 42,83442.8k $3.6m $3.6m 0.00% Reduced -3.6k -3,553
53 PICTET ASSET MANAGEMENT SA 0.00% of their portfolio GENEVA 73, V8 41,73941.7k $3.5m $3.5m 0.00% Reduced -20.8k -20,763
54 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 37,96438.0k $3.1m $3.1m 0.01% Added +2.5k +2,530
55 Onex Canada Asset Management Inc. 0.19% of their portfolio TORONTO, A6 36,73936.7k $3.1m $3.1m 0.19% Reduced -8.5k -8,475
56 Virtu Financial LLC 0.22% of their portfolio New York, NY 35,22235.2k $2.9m $2.9m 0.22% New
57 Dorsey Wright & Associates 0.85% of their portfolio PASADENA, CA 34,06234.1k $2.8m $2.8m 0.85% Reduced -3.3k -3,292
58 MERITAGE PORTFOLIO MANAGEMENT 0.20% of their portfolio OVERLAND PARK, KS 33,74233.7k $2.8m $2.8m 0.20% Added +1.4k +1,435
59 VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio JUPITER, FL 31,50131.5k $2.6m $2.6m 0.01% Added +11.8k +11,835
60 RITHOLTZ WEALTH MANAGEMENT 0.12% of their portfolio NEW YORK, NY 31,48331.5k $2.6m $2.6m 0.12% Reduced -384 -384
61 B. Metzler seel. Sohn & Co. AG 0.03% of their portfolio FRANKFURT, 2M 30,45630.5k $2.5m $2.5m 0.03% Added +15.2k +15,228
62 APG Asset Management N.V. 0.00% of their portfolio Amsterdam, P7 29,76429.8k $2.3m $2.3m 0.00% Reduced -66.3k -66,300
63 Summit Global Investments 0.16% of their portfolio BOUNTIFUL, UT 28,85728.9k $2.4m $2.4m 0.16% Added +6.6k +6,603
64 RENAISSANCE GROUP LLC 0.10% of their portfolio Covington, KY 28,16328.2k $2.3m $2.3m 0.10% Added +1.6k +1,563
65 GUGGENHEIM CAPITAL LLC 0.02% of their portfolio CHICAGO, IL 26,66626.7k $2.2m $2.2m 0.02% Added +5.9k +5,851
66 Jump Financial, LLC 0.08% of their portfolio Chicago, IL 26,01726.0k $2.2m $2.2m 0.08% New
67 Advisors Asset Management, Inc. 0.04% of their portfolio Monument, CO 22,71222.7k $1.9m $1.9m 0.04% Added +881 +881
68 Russell Investments Group, Ltd. 0.00% of their portfolio Seattle, WA 21,56721.6k $1.8m $1.8m 0.00% Added +40 +40
69 JT Stratford LLC 0.48% of their portfolio GAINESVILLE, GA 21,19821.2k $1.8m $1.8m 0.48% Reduced -953 -953
70 SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.06% of their portfolio BALA CYNWYD, PA 20,68020.7k $1.7m $1.7m 0.06% Reduced -2.1k -2,051
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 20,42420.4k $1.7m $1.7m 0.00% Added +308 +308
72 LSV ASSET MANAGEMENT 0.00% of their portfolio CHICAGO, IL 19,80019.8k $1.6m $1.6m 0.00% Unchanged
73 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 19,32619.3k $1.6m $1.6m 0.00% Reduced -1.1k -1,091
74 Zurich Insurance Group Ltd/FI 0.02% of their portfolio ZURICH, V8 19,30019.3k $1.6m $1.6m 0.02% Unchanged
75 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 18,82218.8k $1.6m $1.6m 0.00% Added +10.3k +10,263
76 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 18,77918.8k $1.6m $1.6m 0.00% Added +5.0k +4,971
77 MARSHALL WACE, LLP 0.00% of their portfolio LONDON, X0 17,35617.4k $1.4m $1.4m 0.00% Reduced -12.5k -12,504
78 Vanguard Capital Wealth Advisors 1.29% of their portfolio DENVER, CO 17,09617.1k $1.4m $1.4m 1.29% Reduced -420 -420
79 BI Asset Management Fondsmaeglerselskab A/S 0.03% of their portfolio KOBENHAVN, G7 15,95916.0k $1.3m $1.3m 0.03% New
80 Ethic Inc. 0.05% of their portfolio NEW YORK, NY 15,49115.5k $1.3m $1.3m 0.05% Reduced -1.2k -1,192
81 Corient Private Wealth LP 0.00% of their portfolio MIAMI, FL 15,21415.2k $1.3m $1.3m 0.00% Reduced -71 -71
82 Crossmark Global Holdings, Inc. 0.03% of their portfolio HOUSTON, TX 14,86014.9k $1.3m $1.3m 0.03% New
83 Mariner, LLC 0.00% of their portfolio Overland Park, KS 14,71214.7k $1.2m $1.2m 0.00% Added +4.5k +4,458
84 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 14,52614.5k $1.2m $1.2m 0.00% Reduced -25.8k -25,775
85 RHUMBLINE ADVISERS 0.00% of their portfolio BOSTON, MA 14,21314.2k $1.2m $1.2m 0.00% New
86 STRS OHIO 0.00% of their portfolio COLUMBUS, OH 14,00014.0k $1.2m $1.2m 0.00% Reduced -28.0k -28,000
87 MRP Capital Investments, LLC 1.13% of their portfolio ALPHARETTA, GA 13,86513.9k $1.2m $1.2m 1.13% Reduced -1.8k -1,805
88 Freestone Capital Holdings, LLC 0.04% of their portfolio Seattle, WA 13,23413.2k $1.1m $1.1m 0.04% Reduced -2.1k -2,057
89 AMG National Trust Bank 0.04% of their portfolio GREENWOOD VILLAGE, CO 13,06113.1k $1.1m $1.1m 0.04% Reduced -16.3k -16,255
90 Freedom Investment Management, Inc. 0.12% of their portfolio SOUTH WINDSOR, CT 12,68112.7k $1.1m $1.1m 0.12% Reduced -2.1k -2,071
91 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 12,64312.6k $1.1m $1.1m 0.00% Added +2.1k +2,145
92 KESTRA PRIVATE WEALTH SERVICES, LLC 0.03% of their portfolio AUSTIN, TX 12,19212.2k $1.0m $1.0m 0.03% Added +769 +769
93 Beverly Hills Private Wealth, LLC 0.16% of their portfolio BEVERLY HILLS, CA 11,96612.0k $969.8k $969.8k 0.16% Added +5.0k +4,989
94 Lester Murray Antman dba SimplyRich 0.34% of their portfolio CARLSBAD, CA 11,47811.5k $956.0k $956.0k 0.34% Unchanged
95 Arkfeld Wealth Strategies, L.L.C. 0.69% of their portfolio OMAHA, NE 11,40911.4k $944.2k $944.2k 0.69% Added +75 +75
96 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 11,24711.2k $998.3k $998.3k 0.00% Reduced -18.4k -18,410
97 DekaBank Deutsche Girozentrale 0.00% of their portfolio FRANKFURT, 2M 11,20011.2k $941.0k $941.0k 0.00% Reduced -2.2k -2,200
98 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 10,70710.7k $892.0k $892.0k 0.00% Reduced -924 -924
99 D.A. DAVIDSON & CO. 0.01% of their portfolio GREAT FALLS, MT 10,42410.4k $868.4k $868.4k 0.01% Added +750 +750
100 GABELLI FUNDS LLC 0.01% of their portfolio Rye, NY 10,00010.0k $833.1k $833.1k 0.01% Unchanged