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Coca Cola Femsa (KOF) Institutional Ownership

Coca Cola Femsa logo
$109.40 -0.31 (-0.28%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$111.44 +2.04 (+1.87%)
As of 10/9/2026 08:00 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

Institutional Ownership Changes (13F Filings) for Coca Cola Femsa (NYSE:KOF)

Number of
Institutional Buyers
(last 12 months)
124
Total
Institutional Inflows
(last 12 months)
$206.09M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$213.92M
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KOF Institutional Buying and Selling by Quarter

Coca Cola Femsa Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/9/2026Capital Advisors Wealth Management LLC10,111$1.09M0.1%+3.4%0.001%
10/9/2026Balefire LLC4,311$466K0.1%-29.5%0.000%
10/8/2026Martin Capital Partners LLC56,825$6.14M1.9%-0.3%0.003%
9/23/2026QRG Capital Management Inc.4,950$526K0.0%+8.8%0.000%
9/9/2026Integrated Wealth Concepts LLC2,216$235K0.0%N/A0.000%
9/9/2026Squarepoint Ops LLC2,730$290K0.0%-81.7%0.000%
8/27/2026Corient Private Wealth LP7,395$786K0.0%-38.1%0.000%
8/18/2026Public Employees Retirement System of Ohio21,830$2.32M0.0%N/A0.001%
8/3/2026BIP Wealth LLC75,420$6.13M0.2%N/A0.004%
8/3/2026Phillips Financial Management LLC4,686$381K0.0%N/A0.000%
8/3/2026Trifecta Capital Advisors LLC2,202$179K0.0%N/A0.000%
8/3/2026Everett Harris & Co. CA93,744$7.62M0.1%N/A0.006%
8/3/2026Summit Global Investments60,553$4.92M0.3%N/A0.004%
8/3/2026Stack Financial Management Inc320,898$26.08M2.0%N/A0.019%
8/3/2026Oppenheimer Asset Management Inc.20,334$1.65M0.0%N/A0.001%
8/3/2026Bryn Mawr Trust Advisors LLC153,950$12.51M0.5%N/A0.009%
8/3/2026Mill Capital Management LLC33,644$2.73M0.2%N/A0.002%
8/3/2026Plan Group Financial LLC4,831$393K0.1%N/A0.000%
8/3/2026Laraway Financial Advisors Inc7,976$648K0.4%N/A0.000%
8/3/2026Cornerstone Capital Inc.12,291$999K0.1%N/A0.001%
8/3/2026Hardy Reed LLC2,757$224K0.0%N/A0.000%
8/3/2026Northstar Group Inc.33,751$2.74M0.4%N/A0.002%
7/10/2026Arkfeld Wealth Strategies L.L.C.30,458$3.29M1.0%-0.7%0.002%
7/10/2026Community Financial Services Group LLC872$92K0.0%N/A0.000%
7/9/2026Hennion & Walsh Asset Management Inc.6,685$710K0.0%+50.9%0.000%
7/8/2026Gradient Investments LLC52,023$5.53M0.1%+6.2%0.003%
7/7/2026Balefire LLC6,111$649K0.1%-72.6%0.000%
7/1/2026 Confluence Investment Management LLC3,788$402K0.0%+8.6%0.000%
6/16/2026Empowered Funds LLC5,690$555K0.0%N/A0.000%
6/3/2026NewEdge Advisors LLC2,686$262K0.0%+22.5%0.000%
5/19/2026Bank of America Corp DE337,528$32.93M0.0%-4.1%0.020%
5/19/2026Opal Capital LLC32,222$3.14M0.6%+14.0%0.002%
5/18/2026EverSource Wealth Advisors LLC1,371$134K0.0%+8.0%0.000%
5/18/2026Royal Bank of Canada38,752$3.78M0.0%-10.0%0.002%
5/18/2026Empowered Funds LLC5,690$555K0.0%N/A0.000%
5/16/2026The Manufacturers Life Insurance Company174,563$17.03M0.0%-6.5%0.010%
5/16/2026Quantinno Capital Management LP25,509$2.49M0.0%+30.0%0.002%
5/16/2026Lazard Asset Management LLC46,473$4.53M0.0%-15.1%0.003%
5/14/2026Public Employees Retirement System of Ohio21,442$2.09M0.0%-27.6%0.001%
5/14/2026Compound Planning Inc.6,467$631K0.0%+15.5%0.000%
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5/14/2026Sei Investments Co.28,757$2.81M0.0%+1.7%0.002%
5/13/2026Cetera Investment Advisers7,525$734K0.0%-35.4%0.000%
5/13/2026First Trust Advisors LP2,059$201K0.0%N/A0.000%
5/8/2026PNC Financial Services Group Inc.5,292$516K0.0%+11.7%0.000%
5/8/2026Summit Global Investments7,842$765K0.0%-56.3%0.000%
5/7/2026Dimensional Fund Advisors LP163,237$15.91M0.0%-0.5%0.010%
5/7/2026Balefire LLC22,271$2.17M0.4%-7.4%0.001%
5/7/2026KBC Group NV712$69K0.0%N/A0.000%
5/5/2026Bank of New York Mellon Corp14,129$1.38M0.0%-1.1%0.001%
5/5/2026Sanctuary Advisors LLC13,192$1.29M0.0%-21.7%0.001%
5/4/2026ABC Arbitrage SA21,611$2.11M0.3%+108.1%0.001%
4/30/2026Whipplewood Advisors LLC433$42K0.0%+862.2%0.000%
4/29/2026R Squared Ltd3,959$386K0.2%N/A0.000%
4/28/2026Kathmere Capital Management LLC7,459$728K0.0%+1.5%0.000%
4/28/2026QRG Capital Management Inc.4,551$444K0.0%+14.8%0.000%
4/27/2026Y Intercept Hong Kong Ltd32,009$3.12M0.1%N/A0.002%
4/27/2026Elevation Point Wealth Partners LLC2,592$253K0.0%N/A0.000%
4/25/2026Strs Ohio11,776$1.15M0.0%-13.2%0.001%
4/25/2026Sage Investment Counsel LLC3,700$361K0.4%+5.7%0.000%
4/22/2026Janney Montgomery Scott LLC4,298$419K0.0%-3.7%0.000%
4/22/2026Fort Washington Investment Advisors Inc. OH496,822$48.47M0.3%+0.4%0.030%
4/20/2026Kestra Private Wealth Services LLC4,699$458K0.0%-15.3%0.000%
4/20/2026Ritholtz Wealth Management24,903$2.43M0.0%-2.3%0.001%
4/20/2026Blue Trust Inc.511$50K0.0%-51.9%0.000%
4/20/2026TrueMark Investments LLC32,222$3.14M0.6%+14.0%0.002%
4/17/2026Arkfeld Wealth Strategies L.L.C.30,658$3.16M1.1%-0.5%0.002%
3/9/2026Corient Private Wealth LLC11,641$1.10M0.0%-20.2%0.000%
2/19/2026Compound Planning Inc.5,600$530K0.0%-2.9%0.000%
2/19/2026Invesco Ltd.311,979$29.55M0.0%+3.6%0.000%
2/19/2026Corient Private Wealth LLC13,431$1.27M0.0%-8.0%0.000%
2/18/2026Mercer Global Advisors Inc. ADV4,449$421K0.0%-5.7%0.000%
2/18/2026Summit Global Investments17,964$1.70M0.1%N/A0.000%
2/18/2026Vident Advisory LLC6,498$615K0.0%+2.4%0.000%
2/18/2026NewEdge Advisors LLC2,192$208K0.0%+2,987.3%0.000%
2/18/2026Voloridge Investment Management LLC81,644$7.73M0.0%+1.8%0.000%
2/18/2026Inspire Investing LLC968$92K0.0%N/A0.000%
2/18/2026Janus Henderson Group PLC51,943$4.92M0.0%-1.1%0.000%
2/17/2026Guggenheim Capital LLC21,715$2.06M0.0%+4.6%0.000%
2/17/2026AQR Capital Management LLC5,455$517K0.0%+18.4%0.000%
2/17/2026Cetera Investment Advisers11,645$1.10M0.0%+55.7%0.001%
2/17/2026Lazard Asset Management LLC54,749$5.19M0.0%-53.7%0.003%
2/17/2026Laird Norton Wetherby Trust Company LLC3,161$299K0.0%N/A0.000%
2/17/2026Jump Financial LLC14,462$1.37M0.0%-67.6%0.001%
2/17/2026Roehl & Yi Investment Advisors LLC6,330$600K0.1%N/A0.000%
2/17/2026Osaic Holdings Inc.12,735$1.21M0.0%-9.7%0.000%
2/17/2026Public Employees Retirement System of Ohio29,628$2.81M0.0%+84.6%0.000%
2/17/2026Captrust Financial Advisors12,841$1.22M0.0%+175.3%0.000%
2/17/2026&PARTNERS5,751$545K0.0%+88.7%0.000%
2/17/2026Opal Capital LLC28,262$2.68M0.7%N/A0.000%
2/16/2026Vanguard Personalized Indexing Management LLC8,170$774K0.0%+10.3%0.000%
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Rumors are swirling that Elon Musk is developing a new mobile device that could rival the iPhone. It's said to be thinner, longer-lasting on battery, and cheaper to produce, with the ability to work worldwide without relying on cell towers. Former Bloomberg reporter and SAC Capital trader Josh Baylin says the evidence is mounting. He notes the FCC recently gave Musk a green light connected to his mobile plans, adding fuel to speculation. Baylin previously called the smartphone boom in 2004 and predicted Apple would sell a billion phones when others expected a fraction of that.tc pixel

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2/16/2026MML Investors Services LLC4,073$386K0.0%-24.8%0.000%
2/16/2026Mariner LLC13,915$1.32M0.0%+13.2%0.000%
2/16/2026Arax Advisory Partners312$30K0.0%-40.3%0.000%
2/16/2026Atlas Capital Advisors Inc.1,728$164K0.0%N/A0.000%
2/13/2026Kestra Advisory Services LLC1,292$122K0.0%N/A0.000%
2/13/2026The Manufacturers Life Insurance Company 186,743$17.69M0.0%+1.1%0.000%
2/13/2026Stifel Financial Corp97,696$9.25M0.0%+6.8%0.000%
2/13/2026Smartleaf Asset Management LLC346$33K0.0%+79.3%0.000%
2/13/2026Skerryvore Asset Management Ltd301,133$28.52M22.2%-7.4%0.000%
2/13/2026Itau Unibanco Holding S.A.672,833$64.05M1.5%-17.5%0.000%


KOF Institutional Ownership - Frequently Asked Questions

During the previous two years, 264 institutional investors and hedge funds held shares of Coca Cola Femsa. The most heavily invested institutionals were Boston Partners ($159.29M), Tweedy Browne Co LLC ($112.59M), Corvex Management LP ($91.17M), Itau Unibanco Holding S.A. ($64.05M), Robeco Institutional Asset Management B.V. ($50.70M), Fort Washington Investment Advisors Inc. OH ($48.47M), and Cullen Capital Management LLC ($40.12M).Learn more on Coca Cola Femsa's institutional investors.

Of the 226 institutional investors that purchased Coca Cola Femsa's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Boston Partners ($1.69M), Itau Unibanco Holding S.A. ($1.31M), Corvex Management LP ($619.93K), JPMorgan Chase & Co. ($407.70K), Stack Financial Management Inc ($320.90K), Auto Owners Insurance Co ($294.40K), and Bank of America Corp DE ($274.89K).

Institutional investors have bought a total of 2,161,008 shares in the last 24 months. This purchase volume represents approximately $206.09M in transactions.

Of the 91 institutional investors that sold Coca Cola Femsa's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Robeco Institutional Asset Management B.V. ($603.93K), Auto Owners Insurance Co ($330.70K), Lazard Asset Management LLC ($220.80K), Bank of America Corp DE ($177.70K), Itau Unibanco Holding S.A. ($142.64K), JPMorgan Chase & Co. ($119.75K), and Cullen Capital Management LLC ($107.41K).

Institutional investors have sold a total of 2,445,563 shares in the last 24 months. This volume of shares sold represents approximately $213.92M in transactions.



Institutional ownership data for NYSE:KOF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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