Tweedy Browne's KOF Position Overview
Tweedy Browne (via Tweedy, Browne Co LLC) currently holds 1.2M 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 1.2M shares. Largest reduction occurred in Q2 2019, reducing 3.6M 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
| Period | 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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
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. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.