Who owns KOF (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-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
54 tracked funds added or opened KOF while 33 trimmed or exited it between 2025-Q4 and 2026-Q1 — 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 2025-Q4 and 2026-Q1, across 256 tracked filers holding KOF, 124 increased or opened the position and 102 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 2025-Q4 and 2026-Q1 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 11
- MILLENNIUM MANAGEMENT LLC$10M
- MARSHALL WACE, LLP$6M
- MIRABELLA FINANCIAL SERVICES LLP$3M
- Y-Intercept (Hong Kong) Ltd$3M
- XTX Topco Ltd$3M
- Campbell & CO Investment Adviser LLC$2M
Full exits 7
- LAKEWOOD CAPITAL MANAGEMENT, LP$18M
- Hosking Partners LLP$8M
- Discerene Group LP$6M
- Ninety One UK Ltd$4M
- Banco BTG Pactual S.A.$2M
- VICTORY CAPITAL MANAGEMENT INC$791K
Largest adds
- FMR LLC$23M
- JONES FINANCIAL COMPANIES LLLP$19M
- GATES FOUNDATION TRUST$18M
- Robeco Institutional Asset Management B.V.$12M
- Qube Research & Technologies Ltd$12M
- Connor, Clark & Lunn Investment Management Ltd.$5M
Largest trims
- Boston Partners$60M
- Invesco Ltd.$12M
- NOMURA ASSET MANAGEMENT INTERNATIONAL INC.$9M
- CenterBook Partners LP$3M
- NEUBERGER BERMAN GROUP LLC$2M
- VOLORIDGE INVESTMENT MANAGEMENT, LLC$2M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| GATES FOUNDATION TRUST | 6,214,719 | $606M | 30.6% | 2026-Q1 |
| Tweedy, Browne Co LLC trimmed | 1,170,026 | $114M | 5.8% | 2026-Q1 |
| Boston Partners trimmed | 1,013,914 | $99M | 5.0% | 2026-Q1 |
| Itau Unibanco Holding S.A. | 672,833 | $64M | 3.2% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. added | 644,946 | $63M | 3.2% | 2026-Q1 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ added | 496,822 | $48M | 2.4% | 2026-Q1 |
| Cullen Capital Management, LLC trimmed | 423,141 | $41M | 2.1% | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. added | 422,444 | $41M | 2.1% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 409,492 | $40M | 2.0% | 2026-Q1 |
| First Eagle Investment Management, LLC added | 392,739 | $38M | 1.9% | 2026-Q1 |
| MORGAN STANLEY added | 391,528 | $38M | 1.9% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ trimmed | 337,528 | $33M | 1.7% | 2026-Q1 |
| Skerryvore Asset Management Ltd trimmed | 282,172 | $28M | 1.4% | 2026-Q1 |
| FMR LLC added | 233,106 | $23M | 1.1% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 199,818 | $19M | 1.0% | 2026-Q1 |
| NATIXIS ADVISORS, LLC added | 197,154 | $19M | 1.0% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 197,046 | $19M | 1.0% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 176,459 | $17M | 0.9% | 2026-Q1 |
| Invesco Ltd. trimmed | 174,859 | $17M | 0.9% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE trimmed | 174,563 | $17M | 0.9% | 2026-Q1 |
| BlackRock, Inc. trimmed | 164,456 | $16M | 0.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 163,237 | $16M | 0.8% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 161,733 | $16M | 0.8% | 2026-Q1 |
| Crossmark Global Holdings, Inc. trimmed | 150,869 | $15M | 0.7% | 2026-Q1 |
| Ramirez Asset Management, Inc. added | 149,595 | $15M | 0.7% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 140,893 | $14M | 0.7% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 124,918 | $12M | 0.6% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 117,849 | $11M | 0.6% | 2026-Q1 |
| UBS Group AG trimmed | 116,989 | $11M | 0.6% | 2026-Q1 |
| STIFEL FINANCIAL CORP added | 105,366 | $10M | 0.5% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 100,739 | $10M | 0.5% | 2026-Q1 |
| CIBC WORLD MARKET INC. trimmed | 91,418 | $9M | 0.5% | 2026-Q1 |
| Capital International, Inc./CA/ trimmed | 89,925 | $9M | 0.4% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 84,716 | $8M | 0.4% | 2026-Q1 |
| Clearbridge Investments, LLC added | 76,850 | $7M | 0.4% | 2026-Q1 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC added | 75,838 | $7M | 0.4% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 71,469 | $7M | 0.4% | 2026-Q1 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC added | 63,753 | $6M | 0.3% | 2026-Q1 |
| MARSHALL WACE, LLP added | 59,226 | $6M | 0.3% | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC trimmed | 58,265 | $6M | 0.3% | 2026-Q1 |
| BLI - Banque de Luxembourg Investments | 60,000 | $6M | 0.3% | 2026-Q1 |
| Martin Capital Partners, LLC added | 57,004 | $6M | 0.3% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 51,915 | $5M | 0.3% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 50,963 | $5M | 0.3% | 2026-Q1 |
| Gradient Investments LLC added | 48,991 | $5M | 0.2% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 48,856 | $5M | 0.2% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 48,323 | $5M | 0.2% | 2026-Q1 |
| OPPENHEIMER ASSET MANAGEMENT INC. trimmed | 48,229 | $5M | 0.2% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 47,001 | $5M | 0.2% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 46,473 | $5M | 0.2% | 2026-Q1 |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 41,903 | $4M | 0.2% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 40,262 | $4M | 0.2% | 2026-Q1 |
| Broyhill Asset Management, LLC trimmed | 39,872 | $4M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 38,752 | $4M | 0.2% | 2026-Q1 |
| MIRABELLA FINANCIAL SERVICES LLP trimmed | 35,819 | $3M | 0.2% | 2026-Q1 |
| NATIONAL BANK OF CANADA /FI/ added | 34,437 | $3M | 0.2% | 2026-Q1 |
| Aperture Investors, LLC trimmed | 33,163 | $3M | 0.2% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC added | 32,454 | $3M | 0.2% | 2026-Q1 |
| Arkfeld Wealth Strategies, L.L.C. trimmed | 30,658 | $3M | 0.2% | 2026-Q1 |
| Creative Planning added | 32,416 | $3M | 0.2% | 2026-Q1 |
| TrueMark Investments, LLC added | 32,222 | $3M | 0.2% | 2026-Q1 |
| OPAL CAPITAL LLC added | 32,222 | $3M | 0.2% | 2026-Q1 |
| Y-Intercept (Hong Kong) Ltd added | 32,009 | $3M | 0.2% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP added | 30,875 | $3M | 0.2% | 2026-Q1 |
| Seafarer Capital Partners, LLC | 29,000 | $3M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 28,757 | $3M | 0.1% | 2026-Q1 |
| JT Stratford LLC added | 28,554 | $3M | 0.1% | 2026-Q1 |
| XTX Topco Ltd added | 27,858 | $3M | 0.1% | 2026-Q1 |
| Quantinno Capital Management LP added | 25,509 | $2M | 0.1% | 2026-Q1 |
| RITHOLTZ WEALTH MANAGEMENT trimmed | 24,903 | $2M | 0.1% | 2026-Q1 |
| VPR Management LLC | 24,789 | $2M | 0.1% | 2026-Q1 |
| Campbell & CO Investment Adviser LLC added | 24,373 | $2M | 0.1% | 2026-Q1 |
| Vise Technologies, Inc. | 23,877 | $2M | 0.1% | 2026-Q1 |
| GUGGENHEIM CAPITAL LLC added | 23,177 | $2M | 0.1% | 2026-Q1 |
| Balefire, LLC trimmed | 22,271 | $2M | 0.1% | 2026-Q1 |
| ABC ARBITRAGE SA added | 21,611 | $2M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 21,442 | $2M | 0.1% | 2026-Q1 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO added | 20,814 | $2M | 0.1% | 2026-Q1 |
| ABS Direct Equity Fund LLC added | 20,080 | $2M | 0.1% | 2026-Q1 |
| LSV ASSET MANAGEMENT | 19,800 | $2M | 0.1% | 2026-Q1 |
| Corvex Management LP added | 998,713 | $91M | 4.6% | 2025-Q1 stale |
| MACQUARIE GROUP LTD added | 566,132 | $47M | 2.4% | 2025-Q3 stale |
| LAKEWOOD CAPITAL MANAGEMENT, LP added | 186,800 | $18M | 0.9% | 2025-Q4 stale |
| Phoenix Financial Ltd. trimmed | 138,396 | $13M | 0.6% | 2025-Q1 stale |
| Grantham, Mayo, Van Otterloo & Co. LLC added | 101,989 | $10M | 0.5% | 2025-Q2 stale |
| AXIOM INVESTORS LLC /DE new | 83,549 | $8M | 0.4% | 2025-Q2 stale |
| Hosking Partners LLP trimmed | 81,341 | $8M | 0.4% | 2025-Q4 stale |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP trimmed | 75,219 | $7M | 0.4% | 2025-Q2 stale |
| Discerene Group LP | 68,597 | $6M | 0.3% | 2025-Q4 stale |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC new | 57,258 | $6M | 0.3% | 2025-Q2 stale |
| Caisse de depot et placement du Quebec trimmed | 55,900 | $5M | 0.3% | 2025-Q2 stale |
| Capital World Investors | 60,363 | $5M | 0.3% | 2025-Q3 stale |
| DEPRINCE RACE & ZOLLO INC trimmed | 45,846 | $4M | 0.2% | 2025-Q2 stale |
| Ninety One UK Ltd | 43,585 | $4M | 0.2% | 2025-Q4 stale |
| WCM INVESTMENT MANAGEMENT, LLC trimmed | 35,364 | $3M | 0.2% | 2025-Q1 stale |
| TOWNSQUARE CAPITAL LLC added | 33,247 | $3M | 0.2% | 2025-Q1 stale |
| Oxbow Advisors, LLC new | 34,011 | $3M | 0.1% | 2025-Q3 stale |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 28,125 | $3M | 0.1% | 2025-Q1 stale |
| Pictet Asset Management Holding SA trimmed | 24,823 | $2M | 0.1% | 2025-Q3 stale |
| Banco BTG Pactual S.A. trimmed | 21,279 | $2M | 0.1% | 2025-Q4 stale |
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.
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.