COCSF News and Press, Coca-Cola FEMSA SAB de CV From 08/01/22

While the Tweedy, Browne Funds were not immune to the challenges during the quarter, they, for the most part, held up much better than their benchmark international and global indices. It is impossible, of course, to know whether markets have hit bottom, but if the past is prologue co...

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q2 2022 Earnings Conference Call July 26, 2022 10:00 AM ET Company Participants Jorge Collazo - Head-Investor Relations Constantino Spas - Chief Financial Officer Conference Call Participants Fernando Oliveira - Bank ...

Tweedy, Browne’s 13F portfolio value decreased from $3.15B to $3.10B this quarter. They added Ionis Pharma and Thor Industries and increased Intel while decreasing AutoZone, Cisco Systems, and Carlisle Companies. Alphabet at ~19% of the portfolio is the largest position. ...

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q1 2022 Earnings Conference Call April 29, 2022, 09:00 AM ET Company Participants John Santa Maria - Chief Executive Officer Constantino Spas - Chief Financial Officer Jorge Collazo - Head-Investor Relations Conference Call Participants Alan Alanis - Sant...

At his 1989 Berkshire Hathaway annual meeting, Buffett discussed four traits that make a business a superior investment target relative to the general herd of businesses. We combine these with another trait he highlighted in his 1992 shareholder letter to complete our ideal investment...

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q4 2021 Earnings Conference Call February 25, 2022 09:30 AM ET Company Participants John Santa Maria - Chief Executive Officer Constantino Spas - Chief Financial Officer Jorge Collazo - Head-Investor Relations Conference Call Participants Alvaro Garcia - ...

Tweedy, Browne’s 13F portfolio value increased from $2.99B to $3.15B this quarter. They increased FMC Corp, Intel Corp, and Fresenius while decreasing Emerson Electric and dropping American Express. Alphabet at ~20% of the portfolio is the largest position. For furthe...

Tweedy, Browne’s 13F portfolio value decreased from $3.56B to $2.99B this quarter. They decreased Alibaba Group Holdings and Baidu while increasing Fresenius Medical Care. They also added FMC Corp. Alphabet Inc. at ~19% of the portfolio is the largest position. For fu...

Coca-Cola FEMSA, S.A.B. de C.V. (KOF) Q3 2021 Earnings Conference Call October 28, 2021 9:30 AM ET Company Participants John Santa Maria – Chief Executive Officer Constantino Spas – Chief Financial Officer Jorge Collazo – Head-Investor Relations Conference Call Participan...

KO is one of the great Dividend Kings that has grown its dividend payment for 59 years. KO boasts a wide moat business model thanks to owning one of the most valuable brands in the world and a strong global supply chain. That said, we are steering clear for three reasons. Fo...