Tweedy, Browne Co’s Coca-Cola Femsa KOF Stock Holding History

Tweedy, Browne Co’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
2026 Q1	$114M	Sell	1,170,026 -18,720	-2%	-$1.94M	9.07%	3
2025 Q4	$113M	Sell	1,188,746 -17,582	-1%	-$1.55M	9.09%	3
2025 Q3	$100M	Sell	1,206,328 -11,564	-0.9%	-$998K	8.71%	4
2025 Q2	$118M	Sell	1,217,892 -67,365	-5%	-$6.38M	10.92%	2
2025 Q1	$117M	Sell	1,285,257 -44,683	-3%	-$3.71M	10.4%	3
2024 Q4	$104M	Sell	1,329,940 -55,535	-4%	-$4.58M	6.98%	7
2024 Q3	$123M	Sell	1,385,475 -4,252	-0.3%	-$372K	5.86%	7
2024 Q2	$119M	Sell	1,389,727 -82,937	-6%	-$7.77M	5.49%	7
2024 Q1	$143M	Sell	1,472,664 -104,895	-7%	-$10M	6.72%	6
2023 Q4	$149M	Sell	1,577,559 -8,147	-0.5%	-$679K	7.29%	6
2023 Q3	$124M	Sell	1,585,706 -239,466	-13%	-$19.8M	6.65%	5
2023 Q2	$152M	Sell	1,825,172 -100,175	-5%	-$8.58M	7.98%	4
2023 Q1	$155M	Sell	1,925,347 -5,909	-0.3%	-$434K	8.43%	4
2022 Q4	$131M	Sell	1,931,256 -408,285	-17%	-$26.6M	6.98%	6
2022 Q3	$137M	Sell	2,339,541 -95,433	-4%	-$5.69M	6.01%	5
2022 Q2	$135M	Sell	2,434,974 -248,822	-9%	-$13.9M	5.5%	5
2022 Q1	$147M	Sell	2,683,796 -92,432	-3%	-$4.94M	4.76%	7
2021 Q4	$152M	Sell	2,776,228 -26,206	-0.9%	-$1.39M	4.83%	7
2021 Q3	$158M	Sell	2,802,434 -3,472	-0.1%	-$194K	5.27%	6
2021 Q2	$149M	Sell	2,805,906 -31,757	-1%	-$1.56M	4.17%	8
2021 Q1	$131M	Sell	2,837,663 -16,845	-0.6%	-$772K	3.81%	9
2020 Q4	$132M	Buy	2,854,508 +28,365	+1%	+$1.24M	4.09%	8
2020 Q3	$115M	Buy	2,826,143 +83,387	+3%	+$3.5M	4.46%	8
2020 Q2	$120M	Buy	2,742,756 +1,246,715	+83%	+$52.5M	4.8%	8
2020 Q1	$60.2M	Buy	1,496,041 +682,842	+84%	+$38.5M	2.79%	10
2019 Q4	$49.3M	Buy	813,199 +293,087	+56%	+$17.2M	1.78%	16
2019 Q3	$31.5M	Hold	520,112	–	–	1.12%	22
2019 Q2	$32.3M	Hold	520,112	–	–	1.14%	23
2019 Q1	$34.3M	Hold	520,112	–	–	1.13%	22
2018 Q4	$31.6M	Hold	520,112	–	–	1.12%	22
2018 Q3	$31.9M	Hold	520,112	–	–	0.96%	23
2018 Q2	$29.4M	Hold	520,112	–	–	0.91%	23
2018 Q1	$34.6M	Hold	520,112	–	–	1.06%	23
2017 Q4	$36.2M	Hold	520,112	–	–	0.99%	25
2017 Q3	$40.1M	Hold	520,112	–	–	1.09%	22
2017 Q2	$44M	Hold	520,112	–	–	1.31%	20
2017 Q1	$37.3M	Hold	520,112	–	–	1.07%	23
2016 Q4	$33M	Hold	520,112	–	–	1.03%	25
2016 Q3	$39M	Hold	520,112	–	–	1.17%	20
2016 Q2	$43.1M	Hold	520,112	–	–	1.21%	20
2016 Q1	$43.2M	Hold	520,112	–	–	1.19%	22
2015 Q4	$36.8M	Hold	520,112	–	–	1.08%	23
2015 Q3	$36.1M	Hold	520,112	–	–	1.07%	24
2015 Q2	$41.3M	Hold	520,112	–	–	1.14%	20
2015 Q1	$41.5M	Sell	520,112 -358	-0.1%	-$30K	1.12%	20
2014 Q4	$45M	Sell	520,470 -2,407	-0.5%	-$234K	1.15%	21
2014 Q3	$52.7M	Hold	522,877	–	–	1.21%	20
2014 Q2	$59.4M	Hold	522,877	–	–	1.27%	19
2014 Q1	$55.2M	Sell	522,877 -80,084	-13%	-$8.37M	1.27%	19
2013 Q4	$73.4M	Sell	602,961 -259	-0%	-$31.1K	1.71%	18
2013 Q3	$76M	Sell	603,220 -169,443	-22%	-$23.3M	1.83%	18
2013 Q2	$108M	Buy	+772,663	New	+$121M	2.71%	16

Other funds holding KOF

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

CCM

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

Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Tweedy, Browne Co's KOF Position: Q1 2026 in Review

Tweedy, Browne Co reduced its Coca-Cola Femsa (KOF) stake by 1.6% in Q1 2026, selling an estimated $1.94M and leaving 1,170,026 shares worth $114M. The position accounts for 9.07% of the portfolio, ranked #3.

Tweedy, Browne Co first reported a position in KOF in Q2 2013 and has held it in 52 quarters since. The position peaked at $158M in Q3 2021. 259 funds tracked by Wall St. Rank hold KOF as of Q1 2026.

Tweedy, Browne Co held 1,170,026 shares of Coca-Cola Femsa worth $114M as of Q1 2026.
Tweedy, Browne Co sold 18,720 Coca-Cola Femsa shares in Q1 2026, an estimated $1.94M.
Coca-Cola Femsa made up 9.07% of Tweedy, Browne Co's portfolio in Q1 2026, its #3 holding.
Tweedy, Browne Co first reported a position in Coca-Cola Femsa in Q2 2013 and has held it in 52 quarters since.
Tweedy, Browne Co's Coca-Cola Femsa position peaked at $158M in Q3 2021.
259 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q1 2026.

Based on Tweedy, Browne Co's 13F filing for Q1 2026, filed 6 May 2026.