Coca-Cola FEMSA Ownership | Who Owns Coca-Cola FEMSA?
Coca-Cola FEMSA Ownership Summary
Coca-Cola FEMSA is owned by 10.35% institutional investors, and 89.65% retail investors. Bill & melinda gates foundation trust is the largest institutional shareholder, holding 2.96% of KOF shares. Tweedy, Browne International Value Fund is the top mutual fund, with 0.48% of its assets in Coca-Cola FEMSA shares.
KOF Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Coca-Cola FEMSA | 10.35% | - | 89.65% |
| Sector | Consumer Defensive Stocks | 51.56% | 13.97% | 34.47% |
| Industry | Non-Alcoholic Beverages Stocks | 42.22% | 23.43% | 34.35% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Bill & melinda gates foundation trust | 6.21M | 2.96% | $533.47M |
| Tweedy, browne | 1.39M | 0.66% | $119.29M |
| Goldman sachs group | 1.19M | 0.57% | $102.47M |
| Robeco institutional asset management b.v. | 1.05M | 0.50% | $90.24M |
| Morgan stanley | 649.22K | 0.31% | $55.73M |
| Macquarie group | 609.30K | 0.29% | $52.30M |
| Lazard asset management | 573.25K | 0.27% | $49.21M |
| Bank of america corp /de/ | 543.55K | 0.26% | $46.66M |
| Cullen capital management | 531.64K | 0.25% | $45.64M |
| Fort washington investment advisors inc /oh/ | 529.15K | 0.25% | $45.42M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Tweedy, browne | 1.39M | 5.49% | $119.29M |
| Wexford capital lp | 107.99K | 2.35% | $9.27M |
| Martin capital partners | 51.50K | 1.79% | $4.42M |
| Corvex management lp | 446.18K | 1.77% | $38.30M |
| Itau unibanco | 508.97K | 1.72% | $42.02M |
| Bill & melinda gates foundation trust | 6.21M | 1.12% | $533.47M |
| Mrp capital investments | 11.67K | 0.94% | $1.00M |
| Discerene group lp | 68.60K | 0.90% | $5.89M |
| Vpr management | 24.79K | 0.80% | $2.13M |
| Auto-owners insurance | 300.00K | 0.68% | $25.75M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 437.55K | 0.00% | 295.34K |
| Morgan stanley | 649.22K | 0.00% | 282.02K |
| Marshall wace, llp | 89.80K | 0.01% | 89.80K |
| Voloridge investment management | 102.33K | 0.03% | 85.98K |
| Robeco institutional asset management b.v. | 1.05M | 0.19% | 72.28K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Phoenix | 508.62K | 0.67% | -328.69K |
| North of south capital llp | - | - | -203.07K |
| Ci investments | - | - | -169.48K |
| Renaissance | - | - | -130.40K |
| Goldman sachs group | 1.19M | 0.02% | -112.22K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 89.80K | 0.01% | 89.80K | $7.71M |
| Healthcare of ontario pension plan trust fund | 17.80K | 0.00% | 17.80K | $1.53M |
| State street | 15.60K | 0.00% | 15.60K | $1.34M |
| Fisher asset management | 9.51K | 0.00% | 9.51K | $815.91K |
| Kovitz investment group partners | 6.45K | 0.00% | 6.45K | $555.44K |
Sold Out
| Holder | Change |
|---|---|
| Financial gravity asset management | -8.00 |
| Advisornet financial | -8.00 |
| Gradient investments | -11.00 |
| Cypress capital | -13.00 |
| Private ocean | -15.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 236 | -8.53% | 21,749,768 | 2.22% | 10 | 10.09% | 125 | 5.93% | 72 | -24.21% |
| Jun 30, 2024 | 253 | -8.00% | 21,269,484 | -0.48% | 10 | 9.78% | 115 | -10.16% | 93 | -5.10% |
| Mar 31, 2024 | 275 | 7.84% | 21,372,741 | -4.05% | 10 | 9.05% | 128 | - | 98 | 18.07% |
| Dec 31, 2023 | 255 | 9.44% | 22,275,301 | -2.25% | 10 | 9.01% | 128 | 45.45% | 83 | -12.63% |
| Sep 30, 2023 | 233 | -0.43% | 22,788,568 | -0.61% | 10 | 9.11% | 88 | -20.72% | 95 | 13.10% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Tweedy, Browne International Value Fund | 1.01M | 0.48% | - |
| Fort Washington Focused Equity Composite | 477.04K | 0.23% | -6.01K |
| DWS Invest Latin American Eqs FC | 422.88K | 0.20% | 15.70K |
| Invesco International Div Achiev ETF | 413.16K | 0.20% | - |
| Robeco QI Emerging Cnsrv Eqs I € | 394.75K | 0.19% | - |
| GS EM CORE Eq I Acc USD Close | 305.02K | 0.15% | -12.53K |
| Delaware Emerging Markets Instl | 300.00K | 0.14% | - |
| Macquarie Emerging Markets Equity | 300.00K | 0.14% | - |
| Touchstone Focused Y | 277.27K | 0.13% | -5.82K |
| Schafer Cullen Int'l High Dividend ADR | 245.84K | 0.12% | -1.75K |
KOF Ownership FAQ
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