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COCA-COLA FEMSA SAB DE CV KOF

Coca-Cola FEMSA, S.A.B. de C.V., a franchise bottler, produces, markets, sells, and distributes Coca-Cola trademarked beverages in Mexico, Guatemala, Nicaragua, Costa Rica, Panama, Colombia, Brazil, Argentina, and Uruguay. The company offers sparkling beverages, including colas and flavored sparkling beverages; waters; and other non-carbonated beverages, including tea, sports drinks, energy drinks, fruit-based beverages, juice, coffee, milk, value-added dairy, and plant-based drinks.

Sources StockAnalysis company profile stockanalysis.com

Company profile

Business mix

  • The company offers sparkling beverages, including colas and flavored sparkling beverages; waters; and other non-carbonated beverages.
  • It also distributes and sells beer products under the Heineken, Estrella Galicia, and Therezópolis brands; alcoholic ready-to-drink beverages, such as Bacardí Coca-Cola and Topo Chico Hard Seltzer; and Monster products.
  • The company sells its products to distributors, retail outlets, wholesale supermarkets, discount and convenience stores, retailers, points-of-sale outlets, restaurants and bars, stadiums, auditoriums, theaters, and home deliveries.
  • Coca-Cola FEMSA, S.A.B. de C.V. was founded in 1979 and is headquartered in Mexico City, Mexico.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in beverages - non-alcoholic?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 1 Current sample portfolio
Public mentions 0 Videos / interviews / letters

Current firm holders

Firm Weight Value Filing period
Tweedy, Browne Company 9.1% $114.1M 2026-03-31

Recent trading changes over the last 3 quarters

Last 1 quarters Last 2 quarters Last 3 quarters Last 4 quarters
Net buyers 0 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $0 Estimated from net added shares
Reduction amount $4.7M Estimated from net reduced shares
Net share change / base shares -3.9% -47,866 / 1,217,892
Tweedy, Browne Company 3 filing periods
13F 2025-09-30 Filed 2025-11-20
Minor reduction Shares -0.9% 13F value change -$17.6M
13F 2025-12-31 Filed 2026-02-03
Minor reduction Shares -1.5% 13F value change +$12.3M
13F 2026-03-31 Filed 2026-05-06
Minor reduction Shares -1.6% 13F value change +$1.5M
Settlement As of 13F 2026-03-31 · Filed 2026-05-06
Base shares 1,217,892 Last 3 periods -47,866 (-3.9%) Total shares 1,170,026 Value $114.1M
Corvex Management Keith Meister 2 filing periods
13F 2025-03-31 Filed 2025-05-15
New Shares - 13F value change +$91.2M
13F 2025-06-30 Filed 2025-08-14
Sold out Shares -100.0% 13F value change -$91.2M
Settlement As of 13F 2025-06-30 · Filed 2025-08-14
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.