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

KOF ranks #2457 out of 37501 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.

Bill Gates has added to its KOF position for two straight quarters, increasing it by $71.7M to reach $660.3M today.

Voloridge Investment Management, LLC has trimmed its KOF position for two straight quarters, cutting it by $5.3M while still holding $2.4M.

KOF is down 1.8% today, but institutions show net buying of $52.7M this quarter — a divergence between today's price move and the underlying institutional flow.

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