TB
Tweedy Browne disclosed increased in COCA COLA FEMSA
Tweedy Browne filed a 13F change in COCA COLA FEMSA (191241108) on 2025-05-15, covering period end 2025-03-31.
Action
Increased
Capital
$117,331,112 current disclosed value
Institutional 13F Signals1 evidence source
Why it matters
This signal is selected by portfolio impact within the manager filing, while the full filing change list remains available in the briefing.
Full Filing Changes
59 changes from Tweedy Browne, filed 2025-05-15 for period end 2025-03-31.
$1.1B portfolio value
| Stock | Action | Change | Current | Portfolio Impact |
|---|---|---|---|---|
302491303 FMC CORP. | Reduced | -$127.0M | $12.1M | 11.26% |
478160104 JOHNSON & JOHNSON | Reduced | -$83.6M | $72.7M | 7.41% |
84670108 BERKSHIRE HATHAWAY INC | Reduced | -$60.7M | $133.3M | 5.38% |
02079K305 ALPHABET INC-CL A | Reduced | -$35.4M | $104.1M | 3.14% |
462222100 IONIS PHARMACEUTICALS INC. | Reduced | -$23.6M | $90.0M | 2.09% |
191241108 COCA COLA FEMSA | Increased | $13.7M | $117.3M | 1.22% |
25816109 AMERICAN EXPRESS CO | Reduced | -$7.3M | $19.3M | 0.64% |
49177J102 KENVUE INC. | Reduced | -$6.5M | $1.1M | 0.58% |
31428X106 FEDEX CORP. | Reduced | -$5.4M | $28.1M | 0.47% |
29415F104 ENVISTA HOLDINGS CORP | Reduced | -$3.7M | $25.8M | 0.32% |
25243Q205 DIAGEO P L C - ADR | Reduced | -$3.3M | $14.3M | 0.29% |
81211K100 SEALED AIR CORPORATION | Reduced | -$3.3M | $15.8M | 0.29% |
52800109 AUTOLIV INC. | Reduced | -$3.3M | $38.4M | 0.29% |
23586506 U-HAUL HOLDING CO - NON VOTING | Reduced | -$2.9M | $28.4M | 0.26% |
89832Q109 TRUIST FINANCIAL CORP | Reduced | -$2.6M | $25.0M | 0.23% |
60505104 BANK OF AMERICA CORP COM | Reduced | -$2.5M | $16.4M | 0.22% |
84670702 BERKSHIRE HATHAWAY INC DEL CL B | Increased | $2.4M | $47.9M | 0.21% |
902973304 US BANCORP | Reduced | -$2.3M | $8.8M | 0.20% |
92532F100 VERTEX PHARMACEUTICALS | Increased | $2.2M | $18.6M | 0.20% |
N20944109 CNH INDUSTRIAL NV | Reduced | -$2.1M | $163.8M | 0.18% |
04956D107 ATMUS FILTRATION TECHNOLOGIES | Reduced | -$1.9M | $3.3M | 0.17% |
949746101 WELLS FARGO & CO | Reduced | -$1.3M | $46.3M | 0.12% |
8.9151E+113 TOTALENERGIES SE ADR | Increased | $1.1M | $8.9M | 0.10% |
66987V109 NOVARTIS AG AMERICAN DEPOSITORY SHARES | Increased | $942,216 | $9.0M | 0.08% |
53332102 AUTOZONE, INC. | Reduced | -$789,840 | $23.9M | 0.07% |
02079K107 ALPHABET INC-CL C | Reduced | -$562,151 | $2.2M | 0.05% |
293792107 ENTERPRISE PRODUCTS PARTNERS | Reduced | -$469,820 | $3.8M | 0.04% |
3.7959E+106 GLOBE LIFE INC. | Increased | $459,521 | $4.2M | 0.04% |
64058100 BANK OF NEW YORK MELLON CORP | Increased | $401,458 | $12.5M | 0.04% |
743315103 PROGRESSIVE CORP | Increased | $385,399 | $3.9M | 0.03% |
37733W204 GSK PLC ADR | Increased | $334,856 | $3.5M | 0.03% |
4.0416E+107 HCI GROUP INC | New | $295,625 | $295,625 | 0.03% |
01877R108 ALLIANCE RESOURCE PARTNERS LP | New | $238,836 | $238,836 | 0.02% |
316773100 FIFTH THIRD BANC | New | $232,260 | $232,260 | 0.02% |
97650W108 WINTRUST FINANCIAL | New | $228,181 | $228,181 | 0.02% |
989701107 ZIONS BANCORPORATION N.A. | New | $227,013 | $227,013 | 0.02% |
37045V100 GENERAL MOTORS | New | $226,967 | $226,967 | 0.02% |
291011104 EMERSON ELECTRIC CO | Reduced | -$222,744 | $1.1M | 0.02% |
01609W102 ALIBABA GROUP HOLDING SP-ADR | Increased | $220,358 | $614,208 | 0.02% |
292218104 EMPLOYERS HOLDING INC | New | $217,195 | $217,195 | 0.02% |
48268K101 KT CORP - ADR | New | $215,176 | $215,176 | 0.02% |
69121K104 BLUE OWL CAPITAL CORP | New | $196,898 | $196,898 | 0.02% |
43114Q105 HIGHPEAK ENERGY, INC. | New | $143,856 | $143,856 | 0.01% |
422347104 HEARTLAND EXPRESS INC. | New | $141,361 | $141,361 | 0.01% |
92343V104 VERIZON COMMUNICATIONS | Increased | $129,062 | $1.1M | 0.01% |
74348T102 PROSPECT CAPITAL CORP | New | $125,304 | $125,304 | 0.01% |
Y2990R101 HAFNIA LTD | New | $117,241 | $117,241 | 0.01% |
20030N101 COMCAST CORPORATION - CLASS A | Reduced | -$104,883 | $1.2M | 0.01% |
74319N100 PROFRAC HOLDINGS A | New | $95,019 | $95,019 | 0.01% |
185899101 CLEVELAND-CLIFFS INC | New | $93,420 | $93,420 | 0.01% |
718546104 PHILLIPS 66 | Increased | $82,960 | $1.6M | 0.01% |
904767704 UNILEVER PLC SPONSORED ADR | Increased | $69,366 | $4.0M | 0.01% |
17275R102 CISCO SYSTEMS INC | Increased | $49,005 | $3.6M | 0.00% |
71813109 BAXTER INTERNATIONAL INC | Increased | $48,968 | $336,515 | 0.00% |
907818108 UNION PACIFIC CORP | Reduced | -$31,795 | $5.0M | 0.00% |
405552100 HALEON PLC ADR | Increased | $22,046 | $837,802 | 0.00% |
731105201 POLESTAR AUTOMOTIVE-CL A | New | $10,769 | $10,769 | 0.00% |
20602D101 CONCENTRIX CORP | Increased | $6,401 | $1.2M | 0.00% |
20825C104 CONOCOPHILLIPS | Increased | $4,125 | $2.4M | 0.00% |