Coca-Cola FEMSA (ADR) (KOF)
Bottles and distributes Coca-Cola beverages across a dense Latin American route network.
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Produces and distributes sparkling drinks, water and still beverages across Mexico, Central America and South America. Revenue comes from territorial Coca-Cola franchises, with Mexico as the largest market and Juntos+ adding a digital ordering layer for retailers.
Produces and distributes Coca-Cola trademark sparkling drinks, water and still beverages across Mexico, Central America and South America. The portfolio includes Coca-Cola, Fanta, Sprite, Del Valle, Powerade, Fuze Tea, Santa Clara and multiple regional water brands.
Runs bottling plants, distribution centers and dense delivery routes serving retailers across Latin America. Juntos+ adds an omnichannel ordering layer, while acquisitions have assembled franchise territories and expanded the portfolio beyond carbonated drinks.
Depends on territorial bottling agreements, concentrate and authorized inputs from The Coca-Cola Company, plus reliable water and packaging supplies. FEMSA controls voting rights, Mexico and Brazil anchor the geographic mix, and local taxes, inflation and currency movements shape country results.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Aug 3, 2026 | UBS | Reiterate | Rating: —Target: $110 | Target: $113 |
| Jul 29, 2026 | Barclays | Reiterate | Rating: —Target: $115 | Target: $122 |
| Jul 28, 2026 | HSBC | Downgrade | Target: $112 | Target: $116 |
| Jul 14, 2026 | UBS | Reiterate | Rating: —Target: $111 | Target: $110 |
| May 4, 2026 | Barclays | Reiterate | Rating: —Target: $98 | Target: $115 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $2.49B · Total debt $5.17B · Total assets $19.42B · Shareholders' equity $8.24B
- Revenue
- $4.41B
- Operating income
- $582.2M
- Net income
- $358.8M
Reported in MXN, converted at the latest exchange rate
HistoryDividendAnnual yield
| Institutions | 8.73% | 18.33M ADS | |
|---|---|---|---|
| 262 holders · as of Jun 30, 2026 | |||
| Other | 91.27% | 191.75M ADS | |
| remainder | |||
210.08M ADS as of Sep 8, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
The share count is from the company's Dec 2021 annual report; nothing newer is on file here.
The share count has not been confirmed by a second filing; stakes use it as it stands.
Some positions are filed in underlying shares, not receipts; the ratio is unknown, so no percentage.
This company has 4 share classes; every stake here is a share of the whole company.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
Bill & Melinda Gates Foundation TrustInstitution | 2.96% | 6.21M B ADS | as of Jun 30, 2026 |
Boston PartnersInstitution | 0.56% | 1.18M B ADS | as of Jun 30, 2026 |
Tweedy, Browne Co LLCInstitution | 0.55% | 1.16M B ADS | as of Jun 30, 2026 |
Morgan StanleyInstitution | 0.46% | 969,679 B ADS | as of Jun 30, 2026 |
Macquarie Management Holdings, Inc.Institution | 0.25% | 527,484 B ADS | as of Jun 30, 2026 |
Insider tradesForm 4
Nothing filed in the last 12 months.
- PepsiCo
Pepsi system rivalry across sparkling beverages and sports drinks
- Ambev (ADR)
Multi-country Pepsi, guarana, water, and beer route-to-market rival
- Keurig Dr Pepper
Mexican sparkling beverage and mineral-water brand rival
- Compañía Cervecerías Unidas (ADR)
Uruguay multi-category rival in soft drinks, water, and beer
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Coca-Cola FEMSA (ADR) | $111.87 | +0.63% | $23.35B | 16.8 | 20.5 | 1.4 | +12.2% |
| PepsiCo | $130.83 | +0.96% | $177.02B | 17.0 | 15.0 | 1.8 | +6.4% |
| Ambev (ADR) | $3.02 | +1.34% | $46.05B | 14.6 | 18.2 | 2.7 | +10.8% |
| Keurig Dr Pepper | $31.52 | +2.92% | $41.66B | 30.8 | 12.8 | 2.1 | +75.6% |
| Compañía Cervecerías Unidas (ADR) | $11.27 | +1.40% | $2.05B | 19.0 | 12.3 | 0.7 | +5.2% |
| Median | 18.0 | 13.9 | 2.0 | +8.6% |