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 ($553.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $91.15. Options: 5 managers hold calls ($2.0m notional), 4 hold puts ($1.7m).
Trends to Q1 2025
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 173 |
| Q4 2022 | 199 |
| Q1 2023 | 221 |
| Q2 2023 | 232 |
| Q3 2023 | 233 |
| Q4 2023 | 252 |
| Q1 2024 | 267 |
| Q2 2024 | 262 |
| Q3 2024 | 238 |
| Q4 2024 | 234 |
| Q1 2025 | 250 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q2 2023 | 110 | 111 |
| Q3 2023 | 88 | 121 |
| Q4 2023 | 124 | 100 |
| Q1 2024 | 121 | 118 |
| Q2 2024 | 115 | 130 |
| Q3 2024 | 122 | 119 |
| Q4 2024 | 80 | 134 |
| Q1 2025 | 105 | 118 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2024 | $4.5m | $1.2m | 0.26 |
| Q3 2024 | $6.5m | $3.5m | 0.55 |
| Q4 2024 | $3.8m | $716.2k | 0.19 |
| Q1 2025 | $2.0m | $1.7m | 0.83 |
Biggest buyers
| Itau Unibanco Holding S.A. | New | +1.0m |
| Caisse de depot et placement du Quebec | New | +96.2k |
| Hosking Partners LLP | New | +86.7k |
| VICTORY CAPITAL MANAGEMENT INC | New | +83.4k |
| MIRABELLA FINANCIAL SERVICES LLP | Added | +65.0k |
| DEPRINCE RACE & ZOLLO INC | New | +53.5k |
| Connor, Clark & Lunn Investment Management Ltd. | Added | +48.9k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Added | +46.5k |
| Cullen Capital Management, LLC | Added | +43.6k |
| Ninety One UK Ltd | New | +43.6k |
Biggest sellers
| Auto-Owners Insurance Co | Reduced | -294.4k |
| BANK OF AMERICA CORP /DE/ | Reduced | -252.0k |
| Invesco Ltd. | Reduced | -192.5k |
| JPMORGAN CHASE & CO | Reduced | -129.1k |
| WEXFORD CAPITAL LP | Reduced | -78.1k |
| Corvex Management LP | Reduced | -67.4k |
| Phoenix Financial Ltd. | Reduced | -55.9k |
| Thrivent Financial for Lutherans | Sold out | -51.3k |
| MARSHALL WACE, LLP | Sold out | -48.0k |
| Tweedy, Browne Co LLC | Reduced | -44.7k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $967.7k10.6k shares |
| CITADEL ADVISORS LLC | Reduced | $949.4k10.4k shares |
| HSBC HOLDINGS PLC | New | $91.3k1.0k shares |
| SIMPLEX TRADING, LLC | Reduced | $18.0k200 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $1.2m13.2k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $419.9k4.6k shares |
| SIMPLEX TRADING, LLC | Added | $54.0k600 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 2025
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 2025.
Holders, Q1 2025
| Manager | Shares | Change |
|---|---|---|
| GATES FOUNDATION TRUST 1.36% of their portfolio | 6.2m $567.3m | Unchanged |
| Tweedy, Browne Co LLC 10.40% of their portfolio | 1.3m $117.3m | Reduced -44.7k |
| Robeco Institutional Asset Management B.V. 0.22% of their portfolio | 1.2m $113.7m | Added +19.3k |
| Itau Unibanco Holding S.A. 3.42% of their portfolio | 1.0m $88.6m | New |
| Corvex Management LP 3.54% of their portfolio | 998.7k $91.2m | Reduced -67.4k |
| GOLDMAN SACHS GROUP INC 0.01% of their portfolio | 630.5k $57.6m | Reduced -40.0k |
| LAZARD ASSET MANAGEMENT LLC 0.09% of their portfolio | 617.5k $56.4m | Added +7.8k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 558.3k $51.0m | Reduced -129.1k |
| MACQUARIE GROUP LTD 0.06% of their portfolio | 537.7k $49.1m | Added +3.8k |
| Cullen Capital Management, LLC 0.55% of their portfolio | 518.7k $47.4m | Added +43.6k |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 0.29% of their portfolio | 513.6k $46.9m | Unchanged |
| BlackRock, Inc. 0.00% of their portfolio | 436.0k $39.8m | Added +31.1k |
| First Eagle Investment Management, LLC 0.07% of their portfolio | 356.8k $32.6m | Added +33.9k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 314.6k $28.7m | Reduced -252.0k |
| MORGAN STANLEY 0.00% of their portfolio | 302.0k $27.6m | Reduced -29.4k |
| NATIXIS ADVISORS, LLC 0.05% of their portfolio | 268.5k $24.5m | Added +26.6k |
| Connor, Clark & Lunn Investment Management Ltd. 0.10% of their portfolio | 249.5k $22.8m | Added +48.9k |
| Invesco Ltd. 0.00% of their portfolio | 229.2k $20.9m | Reduced -192.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 218.2k $19.9m | Reduced -6.7k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 165.0k $15.1m | Reduced -2.0k |
| FEDERATED HERMES, INC. 0.03% of their portfolio | 155.4k $14.2m | Reduced -15.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.01% of their portfolio | 149.4k $13.6m | Added +46.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 141.8k $13.0m | Reduced -766 |
| Phoenix Financial Ltd. 0.19% of their portfolio | 138.4k $12.6m | Reduced -55.9k |
| Qube Research & Technologies Ltd 0.02% of their portfolio | 108.8k $9.9m | Reduced -2.7k |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC 0.04% of their portfolio | 104.4k $9.5m | Reduced -19.1k |
| NEUBERGER BERMAN GROUP LLC 0.01% of their portfolio | 103.6k $9.5m | Reduced -12.7k |
| MIRABELLA FINANCIAL SERVICES LLP 0.19% of their portfolio | 102.0k $9.3m | Added +65.0k |
| UBS Group AG 0.00% of their portfolio | 98.1k $9.0m | Added +27.6k |
| Caisse de depot et placement du Quebec 0.02% of their portfolio | 96.2k $8.8m | New |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.03% of their portfolio | 94.6k $8.6m | Reduced -26.0k |
| MILLENNIUM MANAGEMENT LLC 0.01% of their portfolio | 92.8k $8.5m | Reduced -821 |
| Clearbridge Investments, LLC 0.01% of their portfolio | 92.6k $8.5m | Added +14.7k |
| CIBC WORLD MARKET INC. 0.02% of their portfolio | 91.4k $8.3m | Added +179 |
| Hosking Partners LLP 0.33% of their portfolio | 86.7k $7.9m | New |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 86.2k $7.9m | Added +5.1k |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.06% of their portfolio | 83.5k $7.6m | Added +2.9k |
| VICTORY CAPITAL MANAGEMENT INC 0.01% of their portfolio | 83.4k $7.6m | New |
| Pictet Asset Management Holding SA 0.01% of their portfolio | 80.5k $7.3m | Reduced -5.2k |
| BLI - Banque de Luxembourg Investments 0.21% of their portfolio | 73.5k $6.8m | Reduced -10.5k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 72.0k $6.6m | Reduced -15.8k |
| Discerene Group LP 0.65% of their portfolio | 68.6k $6.3m | Unchanged |
| STIFEL FINANCIAL CORP 0.01% of their portfolio | 62.9k $5.7m | Added +4.8k |
| OPPENHEIMER ASSET MANAGEMENT INC. 0.07% of their portfolio | 62.6k $5.7m | Reduced -5.0k |
| Capital World Investors 0.00% of their portfolio | 60.4k $5.5m | Unchanged |
| WEXFORD CAPITAL LP 1.39% of their portfolio | 58.5k $5.3m | Reduced -78.1k |
| DEPRINCE RACE & ZOLLO INC 0.10% of their portfolio | 53.5k $4.9m | New |
| Ramirez Asset Management, Inc. 1.00% of their portfolio | 52.8k $4.8m | Added +39.1k |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 50.3k $4.6m | First filing |
| Broyhill Asset Management, LLC 3.30% of their portfolio | 44.4k $4.1m | Added +950 |
| Ninety One UK Ltd 0.01% of their portfolio | 43.6k $4.0m | New |
| Boston Partners 0.00% of their portfolio | 37.3k $3.4m | Added +9.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 36.9k $3.4m | Reduced -2.3k |
| WCM INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 35.4k $3.3m | Reduced -1.2k |
| CenterBook Partners LP 0.20% of their portfolio | 34.6k $3.2m | Reduced -11.0k |
| TOWNSQUARE CAPITAL LLC 0.03% of their portfolio | 33.2k $3.0m | New |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 30.6k $2.8m | Added +1.3k |
| Balefire, LLC 0.94% of their portfolio | 29.9k $2.7m | Added +1.2k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 28.6k $2.6m | Reduced -3.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.00% of their portfolio | 28.1k $2.6m | New |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 26.9k $2.5m | Reduced -6.1k |
| RITHOLTZ WEALTH MANAGEMENT 0.07% of their portfolio | 26.7k $2.4m | Reduced -1.3k |
| CITIGROUP INC 0.00% of their portfolio | 25.5k $2.3m | Added +727 |
| RENAISSANCE GROUP LLC 0.10% of their portfolio | 25.2k $2.3m | Reduced -4.9k |
| VPR Management LLC 1.10% of their portfolio | 24.8k $2.3m | Unchanged |
| Banco BTG Pactual S.A. 0.55% of their portfolio | 24.0k $2.2m | New |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 22.1k $2.0m | Added +1.3k |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund 0.08% of their portfolio | 22.0k $2.0m | Unchanged |
| Seafarer Capital Partners, LLC 0.65% of their portfolio | 22.0k $2.0m | Unchanged |
| LSV ASSET MANAGEMENT 0.00% of their portfolio | 19.8k $1.8m | Unchanged |
| GUGGENHEIM CAPITAL LLC 0.02% of their portfolio | 19.7k $1.8m | Reduced -3.9k |
| Sanctuary Advisors, LLC 0.01% of their portfolio | 18.5k $1.7m | Reduced -1.0k |
| Onex Canada Asset Management Inc. 0.21% of their portfolio | 17.5k $1.6m | Reduced -7.8k |
| Leo Wealth, LLC 0.23% of their portfolio | 17.2k $1.6m | Added +3.6k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 16.8k $1.5m | Added +149 |
| Martin Capital Partners, LLC 1.84% of their portfolio | 16.8k $1.5m | Reduced -48 |
| Advisors Asset Management, Inc. 0.03% of their portfolio | 16.7k $1.5m | Reduced -495 |
| STRS OHIO 0.01% of their portfolio | 15.9k $1.5m | Added +513 |
| JANE STREET GROUP, LLC 0.00% of their portfolio | 15.6k $1.4m | Added +10.9k |
| B. Metzler seel. Sohn & Co. AG 0.01% of their portfolio | 15.2k $1.4m | Unchanged |
| STATE STREET CORP 0.00% of their portfolio | 15.0k $1.4m | Reduced -1.9k |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 13.4k $1.2m | Added +9.8k |
| AVANTAX ADVISORY SERVICES, INC. 0.01% of their portfolio | 12.8k $1.2m | Added +779 |
| Mariner, LLC 0.00% of their portfolio | 12.6k $1.2m | Reduced -169 |
| Corient Private Wealth LP 0.00% of their portfolio | 11.9k $1.1m | Reduced -5.0k |
| LPL Financial LLC 0.00% of their portfolio | 11.3k $1.0m | Reduced -2.2k |
| Caprock Group, LLC 0.03% of their portfolio | 11.2k $1.0m | Added +217 |
| TD Waterhouse Canada Inc. 0.01% of their portfolio | 10.8k $1.0m | Added +195 |
| Lester Murray Antman dba SimplyRich 0.28% of their portfolio | 10.8k $982.0k | Unchanged |
| Engineers Gate Manager LP 0.02% of their portfolio | 10.6k $965.4k | New |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 10.5k $962.5k | Added +2.0k |
| MRP Capital Investments, LLC 0.90% of their portfolio | 10.5k $961.3k | Reduced -35 |
| Arkfeld Wealth Strategies, L.L.C. 0.43% of their portfolio | 10.5k $994.6k | Reduced -107 |
| GABELLI FUNDS LLC 0.01% of their portfolio | 10.0k $912.9k | Unchanged |
| Pacer Advisors, Inc. 0.00% of their portfolio | 9.6k $878.2k | Reduced -870 |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 9.4k $860.1k | Reduced -6.4k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.00% of their portfolio | 9.4k $858.1k | New |
| Kathmere Capital Management, LLC 0.07% of their portfolio | 9.3k $851.7k | Added +2.3k |
| Veracity Capital LLC 0.33% of their portfolio | 9.2k $836.8k | Added +428 |
| Creative Planning 0.00% of their portfolio | 9.2k $836.3k | Added +895 |