KOF
Coca-Cola FEMSA, S.A.B. de C.V. · Consumer Defensive · Beverages - Non-Alcoholic
Señales de momentum (gestores comparables):
amplitud de titulares -14.3% ·
flujo de acciones -3.5% ·
nuevas posiciones netas -16.7%
— fórmula
Distribución amplia — caída de acciones y menos titulares
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q3 2025
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| Q2 2026 | 77 | +1 | 14.99M | $1.58B | +4 | −4 |
| Q1 2026 | 79 | +3 | 14.62M | $1.43B | +6 | −3 |
| Q4 2025 | 76 | -2 | 14.52M | $1.37B | — | −2 |
| Q3 2025 | 12 | -2 | 8.56M | $710.93M | — | −2 |
| Q2 2025 | 11 | 0 | 8.05M | $778.43M | +1 | −1 |
| Q1 2025 | 9 | -1 | 7.93M | $723.67M | +1 | −2 |
| Q4 2024 | 10 | 0 | 7.98M | $621.83M | +1 | −1 |
| Q3 2024 | 9 | -1 | 8.07M | $710.34M | +1 | −2 |
| Q2 2024 | 10 | — | 8.09M | $694.50M | — | — |
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Gates Foundation Trust ✦ | 6.21M | 0.0% | $516.44M | 1.4% | Held | 6 | SEC ↗ |
| 2 | Tweedy, Browne ✦ | 1.21M | -0.9% | $100.25M | 8.7% | ▼ Trim | 6 | SEC ↗ |
| 3 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 8 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 13 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 14 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 15 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 16 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 451.25K | — | $37.50M | 0.0% | n/c | 1 | SEC ↗ |
| 21 | Morgan Stanley ✦ | 327.62K | — | $27.23M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Morgan Stanley ✦ | 327.62K | — | $27.23M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | Morgan Stanley ✦ | 327.62K | — | $27.23M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | Morgan Stanley ✦ | 327.62K | — | $27.23M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Morgan Stanley ✦ | 327.62K | — | $27.23M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Morgan Stanley ✦ | 327.62K | — | $27.23M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Morgan Stanley ✦ | 327.62K | — | $27.23M | 0.0% | n/c | 1 | SEC ↗ |
| 28 | BlackRock ✦ (pasivo) | 175.76K | -54.9% | $14.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 29 | BlackRock ✦ (pasivo) | 175.76K | -54.9% | $14.61M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Capital World Investors ✦ | 60.36K | 0.0% | $5.02M | 0.0% | Held | 4 | SEC ↗ |
| 31 | T. Rowe Price ✦ | 56.72K | +6.2% | $4.71M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 32 | Goldman Sachs Group ✦ | 40.55K | — | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Goldman Sachs Group ✦ | 40.55K | — | $3.37M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Citadel Advisors ✦ | 13.36K | +385.8% | $1.11M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | AQR Capital Management ✦ | 4.61K | -57.4% | $382,858 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 36 | AQR Capital Management ✦ | 4.61K | -57.4% | $382,858 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 37 | Millennium Management ✦ | 3.01K | -81.1% | $250,380 | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 38 | Fidelity (FMR) ✦ | 855 | +47.4% | $71,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Fidelity (FMR) ✦ | 855 | +47.4% | $71,017 | 0.0% | ▲ Add | 2 | SEC ↗ |
«Su ponderación» = la participación de la posición en el valor de renta variable 13F declarado por ese gestor — la medida de convicción. ✦ = gestor seleccionado.
Nuevos compradores
| Sin nuevos compradores rastreados este trimestre. |
Posición cerrada
| Arrowstreet Capital | $7.28M | era 0.0% |
| State Street Global Advisors | $609,399 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 254 tenedores, 18.49M acciones, $1.76B declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Qué otros valores suelen tener también los tenedores rastreados de este activo — recuentos de cotenencia, no relaciones fundamentales.