Tweedy, Browne Co LLC: COCA COLA FEMSA (KOF): Quarterly 13F Position History
As of Q1 2026, Tweedy, Browne Co LLC reported 1,170,026 shares of COCA COLA FEMSA (KOF), worth $114.1M and representing 9.1% of its 13F equity book. Quarter-over-quarter share count change: 18,720 (-1.6%) . The position first appeared in Q1 2016 and has been disclosed across 41 13F-HR filings in Pactolio's tracked window.
- 1,170,026Shares Held (Latest Filing)
- $114.1MReported Market Value (Latest Filing)
- 9.1%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 | 9.1% | $97.5 |
| Q4 2025 | 1,188,746 | 17,582 | -1.5% | $112.6M | 9.1% | $94.7 |
| Q3 2025 | 1,206,328 | 11,564 | -0.9% | $100.2M | 8.7% | $83.1 |
| Q2 2025 | 1,217,892 | 67,365 | -5.2% | $117.8M | 10.9% | $96.7 |
| Q1 2025 | 1,285,257 | 44,683 | -3.4% | $117.3M | 10.4% | $91.3 |
| Q4 2024 | 1,329,940 | 55,535 | -4.0% | $103.6M | 7.0% | $77.9 |
| Q3 2024 | 1,385,475 | 4,252 | -0.3% | $122.9M | 5.9% | $88.7 |
| Q2 2024 | 1,389,727 | 82,937 | -5.6% | $119.3M | 5.5% | $85.8 |
| Q1 2024 | 1,472,664 | 104,895 | -6.6% | $143.1M | 6.7% | $97.2 |
| Q4 2023 | 1,577,559 | 8,147 | -0.5% | $149.3M | 7.3% | $94.6 |
| Q3 2023 | 1,585,706 | 239,466 | -13.1% | $124.4M | 6.7% | $78.4 |
| Q2 2023 | 1,825,172 | 100,175 | -5.2% | $152.1M | 8.0% | $83.3 |
| Q1 2023 | 1,925,347 | 5,909 | -0.3% | $154.9M | 8.4% | $80.5 |
| Q4 2022 | 1,931,256 | 408,285 | -17.5% | $131.1M | 7.0% | $67.9 |
| Q3 2022 | 2,339,541 | 95,433 | -3.9% | $136.6M | 6.0% | $58.4 |
| Q2 2022 | 2,434,974 | 248,822 | -9.3% | $134.6M | 5.5% | $55.3 |
| Q1 2022 | 2,683,796 | 92,432 | -3.3% | $147.5M | 4.8% | $55.0 |
| Q4 2021 | 2,776,228 | 26,206 | -0.9% | $152.1M | 4.8% | $54.8 |
| Q3 2021 | 2,802,434 | 3,472 | -0.1% | $157.7M | 5.3% | $56.3 |
| Q2 2021 | 2,805,906 | 31,757 | -1.1% | $148.5M | 4.2% | $52.9 |
| Q1 2021 | 2,837,663 | 16,845 | -0.6% | $131.1M | 3.8% | $46.2 |
| Q4 2020 | 2,854,508 | +28,365 | +1.0% | $131.6M | 4.1% | $46.1 |
| Q3 2020 | 2,826,143 | +83,387 | +3.0% | $115.1M | 4.5% | $40.7 |
| Q2 2020 | 2,742,756 | +1,246,715 | +83.3% | $120.3M | 4.8% | $43.9 |
| Q1 2020 | 1,496,041 | +682,842 | +84.0% | $60.2M | 2.8% | $40.2 |
| Q4 2019 | 813,199 | +293,087 | +56.4% | $49.3M | 1.8% | $60.6 |
| Q3 2019 | 520,112 | 0 | — | $31.5M | 1.1% | $60.6 |
| Q2 2019 | 520,112 | 0 | — | $32.3M | 1.1% | $62.1 |
| Q1 2019 | 520,112 | 0 | — | $34.3M | 1.1% | $66.0 |
| Q4 2018 | 520,112 | 0 | — | $31.6M | 1.1% | $60.8 |
| Q3 2018 | 520,112 | 0 | — | $31.9M | 1.0% | $61.2 |
| Q2 2018 | 520,112 | 0 | — | $29.4M | 0.9% | $56.4 |
| Q1 2018 | 520,112 | 0 | — | $34.6M | 1.1% | $66.4 |
| Q4 2017 | 520,112 | 0 | — | $36.2M | 1.0% | $69.6 |
| Q3 2017 | 520,112 | 0 | — | $40.1M | 1.1% | $77.1 |
| Q2 2017 | 520,112 | 0 | — | $44.0M | 1.3% | $84.7 |
| Q1 2017 | 520,112 | 0 | — | $37.3M | 1.1% | $71.7 |
| Q4 2016 | 520,112 | 0 | — | $33.0M | 1.0% | $63.5 |
| Q3 2016 | 520,112 | 0 | — | $39.0M | 1.2% | $75.0 |
| Q2 2016 | 520,112 | 0 | — | $43.1M | 1.2% | $83.0 |
| Q1 2016 | 520,112 | — | — | $43.2M | 1.2% | $83.0 |
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.