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home / news releases / tracking tweedy browne portfolio q1 2024 update

COCSF - Tracking Tweedy Browne Portfolio - Q1 2024 Update

Coca-Cola FEMSA SAB de CV

2024-05-15 06:47:21 ET

Summary

  • Tweedy Browne's 13F portfolio value increased to $2.13B, with 45 holdings.
  • Berkshire Hathaway remains the largest position, followed by Alphabet, Johnson & Johnson, FMC Corporation, and Ionis Pharma.
  • New stakes include Envista Holdings, while stake increases were made in Bank of America, CNH Industrial, Concentrix Corp, and Truist Financial.

This article is part of a series that provides an ongoing analysis of the changes made to Tweedy Browne's 13F portfolio on a quarterly basis. It is based on Tweedy Browne's regulatory 13F Form filed on 5/6/2024. Please visit our Tracking Tweedy Browne Portfolio series to get an idea of their investment philosophy and our previous update for the fund's moves during Q4 2023....

For further details see:

Tracking Tweedy Browne Portfolio - Q1 2024 Update
Stock Information
Company Name: Coca-Cola FEMSA SAB de CV
Stock Symbol: COCSF
Market: OTC
Website: coca-colafemsa.com
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