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COCA-COLA FEMSA SAB DE CV (KOF) — Hedge Fund Ownership Q1 2026

KOF
Q1 2026Q4 2025Q3 2025Q2 2025
  • COCA-COLA FEMSA SAB DE CV (KOF) is held by 3 of 84 tracked hedge funds, with Tweedy, Browne (9%) and Gates Foundation Trust (2%) holding the largest stakes, indicating limited hedge fund interest relative to peers.
  • The biggest increases in KOF holdings came from First Eagle Investment Management (+6%), highlighting conviction.
  • The biggest decreases in KOF holdings came from Tweedy, Browne (-2%), suggesting profit-taking or de-risking.
  • 1 hedge fund exited KOF, led by Third Avenue Management (9%).
  • Overall, hedge funds decreased exposure to COCA-COLA FEMSA SAB DE CV (KOF) by -13% vs the prior quarter and -15% vs prior year.
# Fund % of Portfolio † Shares † Shares vs Prior Quarter † Shares vs Prior Year † Aggregate Value † Reported Price * Option
1
Tweedy, Browne
Tweedy, Browne Co LLC
9.07% 1.2M -1.57% -8.97% $114.1M $97.55
2
Gates Foundation Trust
1.91% 6.2M $606.2M $97.55
3
First Eagle Investment Management
0.06% 393K +5.69% +10.07% $38.3M $97.55
Third Avenue Management
EXITED
3 Total 7.8M -13.23% -14.93% $758.7M
* Reported price is not an actual purchase or sale price. It is the price as of the last portfolio date.
† Portfolio value, share counts, and period-over-period changes exclude options positions (PUT/CALL), which are shown in the Option column for reference only.