Causeway Capital Management’s Coca-Cola Femsa KOF Stock Holding History

Causeway Capital Management’s Portfolio KOF Stock Details KOF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-5,350	Closed	-$417K	–	102
2024 Q4	$417K	Buy	+5,350	New	+$441K	0.01%	92
2024 Q2	–	Sell	-98,213	Closed	-$9.55M	–	93
2024 Q1	$9.55M	Sell	98,213 -24,154	-20%	-$2.31M	0.25%	67
2023 Q4	$11.6M	Sell	122,367 -4,227	-3%	-$352K	0.29%	63
2023 Q3	$9.93M	Buy	126,594 +14,657	+13%	+$1.21M	0.26%	67
2023 Q2	$9.33M	Sell	111,937 -5,083	-4%	-$435K	0.25%	68
2023 Q1	$9.42M	Sell	117,020 -8,205	-7%	-$603K	0.23%	59
2022 Q4	$8.5M	Sell	125,225 -19,139	-13%	-$1.25M	0.25%	61
2022 Q3	$8.43M	Buy	144,364 +84,850	+143%	+$5.06M	0.24%	64
2022 Q2	$3.29M	Buy	+59,514	New	+$3.34M	0.08%	67

Other funds holding KOF

Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return

TBC

Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return

Corvex Management New York $2.52B AUM 25.53% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

CCM

Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return

Causeway Capital Management's KOF Position: Q1 2025 in Review

Causeway Capital Management sold out of Coca-Cola Femsa (KOF) in Q1 2025, closing a stake of 5,350 shares — an estimated $417K sold.

Causeway Capital Management first reported a position in KOF in Q2 2022 and held it in 9 quarters. The position peaked at $11.6M in Q4 2023. 248 funds tracked by Wall St. Rank hold KOF as of Q1 2025.

Causeway Capital Management reported no remaining Coca-Cola Femsa position as of Q1 2025 after selling out during the quarter.
Causeway Capital Management sold 5,350 Coca-Cola Femsa shares in Q1 2025, an estimated $417K.
Causeway Capital Management first reported a position in Coca-Cola Femsa in Q2 2022 and held it in 9 quarters.
Causeway Capital Management's Coca-Cola Femsa position peaked at $11.6M in Q4 2023.
248 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2025.

Based on Causeway Capital Management's 13F filing for Q1 2025, filed 14 May 2025.