Tweedy Browne's KOF Position Overview
Tweedy Browne (via Tweedy, Browne Co LLC) currently holds 1.21 M shares of Coca-Cola FEMSA, S.A.B. de C.V. (KOF) worth $100.25 M, representing 8.71% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Tweedy Browne has maintained a long-term strategic position in KOF, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2020, adding 1.25 M shares. Largest reduction occurred in Q2 2019, reducing 3.64 M shares.
Analysis based on 13F filings available since 2013 Q2
Tweedy Browne's Coca-Cola FEMSA SAB de CV (KOF) Holding Value Over Time
Track share changes against reported price movement
Quarterly Coca-Cola FEMSA SAB de CV (KOF) Trades by Tweedy Browne
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +6.18 M | Add 0.00% | 6.18 M | $17.54 |
| Q3 2013 | -1.36 M | Reduce 21.93% | 4.83 M | $15.75 |
| Q4 2013 | -2,072 | Reduce 0.04% | 4.82 M | $15.22 |
| Q1 2014 | -640,672 | Reduce 13.28% | 4.18 M | $13.19 |
| Q4 2014 | -19,256 | Reduce 0.46% | 4.16 M | $10.81 |
| Q1 2015 | -2,864 | Reduce 0.07% | 4.16 M | $9.98 |
| Q2 2019 | -3.64 M | Reduce 87.50% | 520,112 | $62.14 |
| Q4 2019 | +293,087 | Add 56.35% | 813,199 | $60.62 |
| Q1 2020 | +682,842 | Add 83.97% | 1.5 M | $40.23 |
| Q2 2020 | +1.25 M | Add 83.33% | 2.74 M | $43.85 |
| Q3 2020 | +83,387 | Add 3.04% | 2.83 M | $40.72 |
| Q4 2020 | +28,365 | Add 1.00% | 2.85 M | $46.10 |
| Q1 2021 | -16,845 | Reduce 0.59% | 2.84 M | $46.20 |
| Q2 2021 | -31,757 | Reduce 1.12% | 2.81 M | $52.93 |
| Q3 2021 | -3,472 | Reduce 0.12% | 2.8 M | $56.27 |
| Q4 2021 | -26,206 | Reduce 0.94% | 2.78 M | $54.79 |
| Q1 2022 | -92,432 | Reduce 3.33% | 2.68 M | $54.95 |
| Q2 2022 | -248,822 | Reduce 9.27% | 2.43 M | $55.28 |
| Q3 2022 | -95,433 | Reduce 3.92% | 2.34 M | $58.39 |
| Q4 2022 | -408,285 | Reduce 17.45% | 1.93 M | $67.88 |
| Q1 2023 | -5,909 | Reduce 0.31% | 1.93 M | $80.47 |
| Q2 2023 | -100,175 | Reduce 5.20% | 1.83 M | $83.31 |
| Q3 2023 | -239,466 | Reduce 13.12% | 1.59 M | $78.44 |
| Q4 2023 | -8,147 | Reduce 0.51% | 1.58 M | $94.64 |
| Q1 2024 | -104,895 | Reduce 6.65% | 1.47 M | $97.20 |
| Q2 2024 | -82,937 | Reduce 5.63% | 1.39 M | $85.84 |
| Q3 2024 | -4,252 | Reduce 0.31% | 1.39 M | $88.72 |
| Q4 2024 | -55,535 | Reduce 4.01% | 1.33 M | $77.89 |
| Q1 2025 | -44,683 | Reduce 3.36% | 1.29 M | $91.29 |
| Q2 2025 | -67,365 | Reduce 5.24% | 1.22 M | $96.73 |
| Q3 2025 | -11,564 | Reduce 0.95% | 1.21 M | $83.10 |
Tweedy Browne's Coca-Cola FEMSA SAB de CV Investment FAQs
Tweedy Browne first purchased Coca-Cola FEMSA, S.A.B. de C.V. (KOF) in Q2 2013, acquiring 6,181,304 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tweedy Browne has held Coca-Cola FEMSA, S.A.B. de C.V. (KOF) for 50 quarters since Q2 2013.
Tweedy Browne's largest addition to Coca-Cola FEMSA, S.A.B. de C.V. (KOF) was in Q2 2013, adding 6,181,304 shares worth $108.4 M.
According to the latest 13F filing for Q3 2025, Tweedy Browne's firm, Tweedy, Browne Co LLC, owns 1,206,328 shares of Coca-Cola FEMSA, S.A.B. de C.V. (KOF), valued at approximately $100.25 M.
As of the Q3 2025 filing, Coca-Cola FEMSA, S.A.B. de C.V. (KOF) represents approximately 8.71% of Tweedy Browne's publicly disclosed stock portfolio, making it one of their key holdings.
Tweedy Browne's peak holding in Coca-Cola FEMSA, S.A.B. de C.V. (KOF) was 6,181,304 shares, as reported at the end of Q2 2013.