KOF
Coca-cola Femsa Sab-sp Adr
4 super-investors hold KOF worth a combined $763M. The largest position: Tweedy Browne at 9.1% of their portfolio. No cohort buying or selling was filed on the name this quarter. Cohort Conviction Score: 35 — ranked #213 of 724 scored stocks.
Why super-investors own KOF
Ownership of KOF within this cohort is narrow and static: four managers hold it, but the count was just one for the eight prior quarters, suggesting the three additions are relatively recent entrants now appearing in the data. The Gates Foundation Trust dominates by dollar value at $606M (1.9% of its portfolio), while Tweedy Browne carries the highest conviction at 9.1% — a meaningful allocation consistent with Tweedy's long-standing preference for undervalued, internationally listed consumer franchises. First Eagle holds a token 0.1% position and Greenblatt a negligible $5M. No manager added, trimmed, or exited in 2026Q1, indicating collective inertia rather than active thesis-building. Overall cohort interest appears stable but not intensifying.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2016Q2 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (4) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill & Melinda Gates Foundation Trust | 1.9% | 40q | $606M | 6,214,719 |
| 2 | Tweedy Browne | 9.1% | 40q | $114M | 1,170,026 |
| 3 | First Eagle Investment Management | 0.1% | 21q | $38M | 392,739 |
| 4 | Joel Greenblatt | <0.1% | 26q | $5M | 47,001 |
Owners of KOF also hold
Long US equity 13F-HR filings only. CUSIP 191241108. Not investment advice.