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Institutional Ownership · SEC Form 13F

Who owns KOF


Which tracked institutional funds hold KOF, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See KOF company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-08-24). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

241
Institutional holders
18M
Shares held (tracked funds)

How the tape is positioned

60 tracked funds added or opened KOF while 39 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

KOF’s largest tracked holder by dollar value, GATES FOUNDATION TRUST, sizes it at 1.9% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 1.9pp conviction gap — its largest holder concentrates the name more heavily than the typical one.

Book-share is each fund’s reported value in KOF divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 241 tracked filers holding KOF, 123 increased or opened the position and 114 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in KOF between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 4

  • Jupiter Topco LLC$8M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
  • Point Nemo Capital, LLC$1M
  • Quadrature Capital Ltd$1M

Full exits 19

  • Itau Unibanco Holding S.A.$64M
  • NATIXIS ADVISORS, LLC$19M
  • JANUS HENDERSON GROUP PLC$5M
  • JANE STREET GROUP, LLC$5M
  • Campbell & CO Investment Adviser LLC$2M
  • ABS Direct Equity Fund LLC$2M

Largest adds

  • MORGAN STANLEY$65M
  • GATES FOUNDATION TRUST$54M
  • Boston Partners$27M
  • NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$16M
  • FMR LLC$12M
  • Tweedy, Browne Co LLC$9M

Largest trims

  • Robeco Institutional Asset Management B.V.$12M
  • Ramirez Asset Management, Inc.$11M
  • CITADEL ADVISORS LLC$4M
  • VOLORIDGE INVESTMENT MANAGEMENT, LLC$3M
  • MILLENNIUM MANAGEMENT LLC$3M
  • MARSHALL WACE, LLP$3M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
GATES FOUNDATION TRUST6,214,719$660M35.0%2026-Q2
Boston Partners added1,180,686$125M6.7%2026-Q2
Tweedy, Browne Co LLC trimmed1,160,570$123M6.5%2026-Q2
MORGAN STANLEY added969,679$103M5.5%2026-Q2
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. added527,484$56M3.0%2026-Q2
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/496,822$53M2.8%2026-Q2
Robeco Institutional Asset Management B.V. trimmed476,898$51M2.7%2026-Q2
Cullen Capital Management, LLC added447,737$48M2.5%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. trimmed419,526$45M2.4%2026-Q2
First Eagle Investment Management, LLC392,739$42M2.2%2026-Q2
FMR LLC added327,538$35M1.8%2026-Q2
BANK OF AMERICA CORP /DE/ trimmed286,020$30M1.6%2026-Q2
Skerryvore Asset Management Ltd trimmed264,590$28M1.5%2026-Q2
Invesco Ltd. added225,493$24M1.3%2026-Q2
JONES FINANCIAL COMPANIES LLLP added210,720$23M1.2%2026-Q2
FEDERATED HERMES, INC. added202,985$22M1.1%2026-Q2
ENVESTNET ASSET MANAGEMENT INC trimmed193,707$21M1.1%2026-Q2
BlackRock, Inc. added186,271$20M1.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added181,355$19M1.0%2026-Q2
DIMENSIONAL FUND ADVISORS LP added169,512$18M1.0%2026-Q2
DEUTSCHE BANK AG\ added150,959$16M0.9%2026-Q2
Crossmark Global Holdings, Inc. trimmed147,105$16M0.8%2026-Q2
Qube Research & Technologies Ltd trimmed140,580$15M0.8%2026-Q2
NORTHERN TRUST CORP trimmed140,220$15M0.8%2026-Q2
Clearbridge Investments, LLC added140,210$15M0.8%2026-Q2
JPMORGAN CHASE & CO trimmed119,815$13M0.7%2026-Q2
UBS Group AG trimmed114,470$12M0.6%2026-Q2
STIFEL FINANCIAL CORP added107,319$11M0.6%2026-Q2
CIBC WORLD MARKET INC. trimmed91,089$10M0.5%2026-Q2
Capital International, Inc./CA/ added90,641$10M0.5%2026-Q2
WELLS FARGO & COMPANY/MN added85,878$9M0.5%2026-Q2
O'SHAUGHNESSY ASSET MANAGEMENT, LLC added79,514$8M0.4%2026-Q2
ROYAL BANK OF CANADA added78,880$8M0.4%2026-Q2
Jupiter Topco LLC new75,696$8M0.4%2026-Q2
NEUBERGER BERMAN GROUP LLC added74,707$8M0.4%2026-Q2
SILVERCREST ASSET MANAGEMENT GROUP LLC trimmed62,994$7M0.4%2026-Q2
MILLENNIUM MANAGEMENT LLC trimmed62,930$7M0.4%2026-Q2
Martin Capital Partners, LLC trimmed56,991$6M0.3%2026-Q2
Gradient Investments LLC added52,023$6M0.3%2026-Q2
Quantinno Capital Management LP added49,764$5M0.3%2026-Q2
OPPENHEIMER ASSET MANAGEMENT INC. added48,734$5M0.3%2026-Q2
United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund added42,492$5M0.2%2026-Q2
Broyhill Asset Management, LLC added41,129$4M0.2%2026-Q2
BRANDES INVESTMENT PARTNERS, LP added39,019$4M0.2%2026-Q2
BLI - Banque de Luxembourg Investments trimmed38,950$4M0.2%2026-Q2
Creative Planning added37,596$4M0.2%2026-Q2
OPAL CAPITAL LLC added36,902$4M0.2%2026-Q2
TrueMark Investments, LLC added36,902$4M0.2%2026-Q2
NATIONAL BANK OF CANADA /FI/ added35,325$4M0.2%2026-Q2
BNP PARIBAS FINANCIAL MARKETS trimmed34,582$4M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ trimmed34,522$4M0.2%2026-Q2
RAYMOND JAMES FINANCIAL INC added34,110$4M0.2%2026-Q2
SEI INVESTMENTS CO added33,546$4M0.2%2026-Q2
Aperture Investors, LLC33,163$4M0.2%2026-Q2
Ramirez Asset Management, Inc. trimmed30,979$3M0.2%2026-Q2
Arkfeld Wealth Strategies, L.L.C. trimmed30,458$3M0.2%2026-Q2
JT Stratford LLC added29,601$3M0.2%2026-Q2
MARSHALL WACE, LLP trimmed29,199$3M0.2%2026-Q2
Seafarer Capital Partners, LLC29,000$3M0.2%2026-Q2
GOLDMAN SACHS GROUP INC trimmed25,795$3M0.1%2026-Q2
MIRABELLA FINANCIAL SERVICES LLP trimmed25,419$3M0.1%2026-Q2
VPR Management LLC24,789$3M0.1%2026-Q2
RITHOLTZ WEALTH MANAGEMENT trimmed24,776$3M0.1%2026-Q2
Vise Technologies, Inc. trimmed23,835$3M0.1%2026-Q2
GUGGENHEIM CAPITAL LLC added23,582$3M0.1%2026-Q2
VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed22,660$2M0.1%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added21,830$2M0.1%2026-Q2
LAZARD ASSET MANAGEMENT LLC trimmed19,859$2M0.1%2026-Q2
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO trimmed19,501$2M0.1%2026-Q2
Zurich Insurance Group Ltd/FI18,300$2M0.1%2026-Q2
Y-Intercept (Hong Kong) Ltd trimmed16,914$2M0.1%2026-Q2
QUADRANT CAPITAL GROUP LLC added16,681$2M0.1%2026-Q2
MRP Capital Investments, LLC trimmed16,395$2M0.1%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed16,092$2M0.1%2026-Q2
Mariner, LLC added15,743$2M0.1%2026-Q2
CAPTRUST FINANCIAL ADVISORS trimmed14,692$2M0.1%2026-Q2
OSAIC HOLDINGS, INC. added14,201$2M0.1%2026-Q2
LPL Financial LLC trimmed14,192$2M0.1%2026-Q2
Corient Private Wealth LP added14,128$2M0.1%2026-Q2
Bank of New York Mellon Corp trimmed13,848$1M0.1%2026-Q2
XTX Topco Ltd trimmed13,435$1M0.1%2026-Q2
Sanctuary Advisors, LLC added13,296$1M0.1%2026-Q2
Point Nemo Capital, LLC new12,408$1M0.1%2026-Q2
Quadrature Capital Ltd new11,142$1M0.1%2026-Q2
STRS OHIO trimmed11,136$1M0.1%2026-Q2
Caprock Group, LLC added10,463$1M0.1%2026-Q2
Bright Futures Wealth Management, LLC. trimmed10,236$1M0.1%2026-Q2
CITADEL ADVISORS LLC trimmed10,052$1M0.1%2026-Q2
RENAISSANCE GROUP LLC trimmed9,990$1M0.1%2026-Q2
Capital Advisors Wealth Management, LLC added9,781$1M0.1%2026-Q2
STERLING INVESTMENT MANAGEMENT, LLC trimmed9,719$1M0.1%2026-Q2
GABELLI FUNDS LLC9,700$1M0.1%2026-Q2
Vanguard Personalized Indexing Management, LLC added9,491$1M0.1%2026-Q2
D.A. DAVIDSON & CO.9,004$957K0.1%2026-Q2
Steward Partners Investment Advisory, LLC added8,512$904K0.0%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added8,288$881K0.0%2026-Q2
Kathmere Capital Management, LLC added8,146$866K0.0%2026-Q2
Jump Financial, LLC trimmed8,130$864K0.0%2026-Q2
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main added8,120$863K0.0%2026-Q2
Archer Investment Corp7,850$834K0.0%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership