Tweedy, Browne Co LLC — COCA COLA FEMSA KOF: Quarterly 13F Position History
Tweedy, Browne Co LLC has reported COCA COLA FEMSA (KOF) on 41 13F-HR filings in Pactolio's tracked window, first appearing in Q1 2016. As of Q1 2026, the position is sized at 1,170,026 shares ($114.1M market value, 9.07% of the equity book). Quarter-over-quarter share count change: 18,720 (-1.6%) .
- 1,170,026Shares Held (Latest Filing)
- $114.1MReported Market Value (Latest Filing)
- 9.07%Portfolio Weight (% of 13F Equity Book)
- 18,720Quarter-over-Quarter Share Change
- +$1.5MQuarter-over-Quarter Value Change
- 2,854,508Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 41 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 1,170,026 | 18,720 | -1.6% | $114.1M | 9.07% | $97.55 |
| Q4 2025 | 1,188,746 | 17,582 | -1.5% | $112.6M | 9.09% | $94.71 |
| Q3 2025 | 1,206,328 | 11,564 | -0.9% | $100.2M | 8.71% | $83.10 |
| Q2 2025 | 1,217,892 | 67,365 | -5.2% | $117.8M | 10.92% | $96.73 |
| Q1 2025 | 1,285,257 | 44,683 | -3.4% | $117.3M | 10.40% | $91.29 |
| Q4 2024 | 1,329,940 | 55,535 | -4.0% | $103.6M | 6.98% | $77.89 |
| Q3 2024 | 1,385,475 | 4,252 | -0.3% | $122.9M | 5.86% | $88.72 |
| Q2 2024 | 1,389,727 | 82,937 | -5.6% | $119.3M | 5.49% | $85.84 |
| Q1 2024 | 1,472,664 | 104,895 | -6.6% | $143.1M | 6.72% | $97.20 |
| Q4 2023 | 1,577,559 | 8,147 | -0.5% | $149.3M | 7.29% | $94.64 |
| Q3 2023 | 1,585,706 | 239,466 | -13.1% | $124.4M | 6.65% | $78.44 |
| Q2 2023 | 1,825,172 | 100,175 | -5.2% | $152.1M | 7.98% | $83.31 |
| Q1 2023 | 1,925,347 | 5,909 | -0.3% | $154.9M | 8.43% | $80.47 |
| Q4 2022 | 1,931,256 | 408,285 | -17.5% | $131.1M | 6.98% | $67.88 |
| Q3 2022 | 2,339,541 | 95,433 | -3.9% | $136.6M | 6.01% | $58.39 |
| Q2 2022 | 2,434,974 | 248,822 | -9.3% | $134.6M | 5.50% | $55.28 |
| Q1 2022 | 2,683,796 | 92,432 | -3.3% | $147.5M | 4.76% | $54.95 |
| Q4 2021 | 2,776,228 | 26,206 | -0.9% | $152.1M | 4.83% | $54.79 |
| Q3 2021 | 2,802,434 | 3,472 | -0.1% | $157.7M | 5.27% | $56.27 |
| Q2 2021 | 2,805,906 | 31,757 | -1.1% | $148.5M | 4.17% | $52.93 |
| Q1 2021 | 2,837,663 | 16,845 | -0.6% | $131.1M | 3.81% | $46.20 |
| Q4 2020 | 2,854,508 | +28,365 | +1.0% | $131.6M | 4.09% | $46.10 |
| Q3 2020 | 2,826,143 | +83,387 | +3.0% | $115.1M | 4.46% | $40.72 |
| Q2 2020 | 2,742,756 | +1,246,715 | +83.3% | $120.3M | 4.80% | $43.85 |
| Q1 2020 | 1,496,041 | +682,842 | +84.0% | $60.2M | 2.79% | $40.23 |
| Q4 2019 | 813,199 | +293,087 | +56.4% | $49.3M | 1.78% | $60.62 |
| Q3 2019 | 520,112 | 0 | — | $31.5M | 1.12% | $60.62 |
| Q2 2019 | 520,112 | 0 | — | $32.3M | 1.14% | $62.14 |
| Q1 2019 | 520,112 | 0 | — | $34.3M | 1.13% | $66.00 |
| Q4 2018 | 520,112 | 0 | — | $31.6M | 1.12% | $60.84 |
| Q3 2018 | 520,112 | 0 | — | $31.9M | 0.96% | $61.24 |
| Q2 2018 | 520,112 | 0 | — | $29.4M | 0.91% | $56.43 |
| Q1 2018 | 520,112 | 0 | — | $34.6M | 1.06% | $66.43 |
| Q4 2017 | 520,112 | 0 | — | $36.2M | 0.99% | $69.62 |
| Q3 2017 | 520,112 | 0 | — | $40.1M | 1.09% | $77.13 |
| Q2 2017 | 520,112 | 0 | — | $44.0M | 1.31% | $84.67 |
| Q1 2017 | 520,112 | 0 | — | $37.3M | 1.07% | $71.70 |
| Q4 2016 | 520,112 | 0 | — | $33.0M | 1.03% | $63.54 |
| Q3 2016 | 520,112 | 0 | — | $39.0M | 1.17% | $75.00 |
| Q2 2016 | 520,112 | 0 | — | $43.1M | 1.21% | $82.96 |
| Q1 2016 | 520,112 | — | — | $43.2M | 1.19% | $83.05 |
Methodology & FAQ
How This Position History Is Sourced
Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares — a quarter-end mark, not the manager's cost basis. See the full methodology document for the normalization rules.
When did Tweedy, Browne Co LLC first disclose a KOF position in 13F-HR filings?
Tweedy, Browne Co LLC first reported COCA COLA FEMSA (KOF) on its 13F-HR filing for the period ending 2016-03-31 (Q1 2016). The position has appeared on 41 reported quarters within Pactolio's tracked window.
What was Tweedy, Browne Co LLC's most recent quarter-over-quarter share-count change in KOF?
Between Q4 2025 and Q1 2026, Tweedy, Browne Co LLC reduced its KOF position by 18,720 shares (-1.6%), leaving 1,170,026 shares at a market value of $114.1M.
Does the implied price-per-share represent Tweedy, Browne Co LLC's cost basis in KOF?
No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.