Coca-cola Femsa Sab-sp Adr (KOF) — Institutional Investor Activity (Q2 2026)

KOF ranks #2446 out of 37696 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

KOF is a disclosed holding of Bill Gates (Gates Foundation Trust), one of the tracked superinvestors on AlphaSMO — it makes up 1.9% of that fund's own 13F portfolio.

KOF is a top-conviction position for Skerryvore Asset Management Ltd — at 25.1% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in KOF belongs to Gates Foundation Trust, but the position matters far more to Skerryvore Asset Management Ltd, who has 25.1% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Fort Washington Investment Advisors Inc /oh/ has added to its KOF position for two straight quarters, increasing it by $5.2M to reach $53.7M today.

Y-Intercept has trimmed its KOF position for two straight quarters, cutting it by $2.9M while still holding $263.0K.

KOF is up 1.4% today, and institutions have been net buyers of $52.7M this quarter — today's price move and the underlying institutional flow are pointing the same direction.

KOF closed its latest fiscal year with net income of $25.0B.

• Profitable — net income of $25.0B in the latest fiscal year
• Revenue grew 4.3% year over year
• Net income improved year over year, from $24.5B to $25.0B
• Generated $30.8B in positive operating cash flow
• Current ratio of 1.12x — below the conventional 1.5x liquidity buffer
• Liabilities run 1.04x equity — within a conventional range