Howard Marks - Oaktree Capital Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    52
Portfolio value:    $4,306,744,181
Holdings Activity Buys Sells    History
Holding/activity history for  Coca-Cola FEMSA, S.A.B. de C.V. (KOF)
← All KOF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2006   Q1 0 0.00 Sell 100.00% 0.80 $27.26–33.40 · VW $30.57i SEC
2005   Q4 249,962 0.80 Reduce 45.75% 0.45 $24.85–28.16 · VW $26.34i $6,751,000 SEC
2005   Q3 460,762 0.98 Reduce 7.41% 0.09 $24.90–29.00 · VW $27.37i $12,307,000 SEC
2005   Q2 497,662 1.20 Add 114.92% 0.64 $22.08–26.99 · VW $24.19i $13,293,000 SEC
2005   Q1 231,562 0.47 Reduce 57.50% 0.66 $22.73–27.55 · VW $25.18i $5,597,000 SEC
2004   Q4 544,862 1.15 Reduce 12.33% 0.18 $19.42–23.86 · VW $21.34i $12,946,000 SEC
2004   Q3 621,462 1.44 Add 122.59% 0.79 $19.40–22.71 · VW $20.34i $12,106,000 SEC
2004   Q2 279,200 0.71 Buy 0.71 $20.20–24.82 · VW $21.86i $6,195,000 SEC
2004   Q1 0 0.00 Sell 100.00% 8.44 $20.90–27.31 · VW $23.90i SEC
2003   Q4 763,000 8.44 Add 39.44% 2.39 $19.33–22.07 · VW $20.58i $16,206,000 SEC
2003   Q3 547,200 7.83 $21.20 $11,601,000 SEC
2003   Q2 547,200 6.55 Buy 6.55 $17.16–23.16 · VW $21.25i $11,765,000 SEC
2002   Q1 0 0.00 Sell 100.00% 1.68 $20.17–28.00 · VW $24.02i SEC
2001   Q4 163,400 1.68 Reduce 9.77% 0.26 $17.50–21.28 · VW $19.49i $3,279,000 SEC
2001   Q3 181,100 2.69 Buy 2.69 $17.40–24.70 · VW $21.39i $3,577,000 SEC
2000   Q2 0 0.00 Sell 100.00% 2.98 $14.19–19.63 · VW $17.66i SEC
1999   Q4 262,000 2.98 Add 37.89% 0.82 $12.50–18.38 · VW $15.51i $4,601,000 SEC
1999   Q3 190,000 1.29 $13.81 $2,624,000 SEC
1999   Q2 190,000 2.04 Buy 2.04 $15.06–22.50 · VW $19.18i $3,681,000 SEC
Price snapshot:
Current price$103.47
52-week low$79.38
52-week high$115.14