Coca-Cola FEMSA executive reports trust-held units

COCA COLA FEMSA SAB DE CV filed an initial ownership report for Chief Growth Officer Nicolas Bertelloni.

Accepted by SEC EDGAR 03/18/2026 - 12:00 AM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

COCA COLA FEMSA SAB DE CV filed an initial ownership report for Chief Growth Officer Nicolas Bertelloni. The filing shows indirect ownership of 59,933 BL Units held through an Employee Trust. Each Unit consists of three Series B shares and five Series L shares held in trust for his benefit.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Bertelloni Nicolas

Role Chief Growth Officer

Type	Security	Shares	Price	Value
Holding	BL Unit	--	--	--

Holdings: BL Unit — 59,933 shares (Indirect, By Employee Trust)

Footnotes (2)

1. F1. The securities reported herein are held in the form of Units. Each Unit consists of three Series B Shares and five Series L Shares (a Unit).
2. F2. These securities are held for the benefit of the reporting person by Banco Mercantil del Norte, S.A., Institucion de Banca Multiple, Grupo Financiero Banorte, Trust No. 204124 (the "Employee Trust"), a trust controlled by Fomento Economico Mexicano, S.A.B. de C.V. in which the reporting person is a trust participant.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Nicolas Bertelloni report owning in COCA COLA FEMSA (COCSF) on this Form 3?

He reports indirect ownership of 59,933 BL Units. These Units are held in an Employee Trust for his benefit and represent his initial disclosed stake as Chief Growth Officer in COCA COLA FEMSA SAB DE CV.

How are the BL Units held by Nicolas Bertelloni structured at COCA COLA FEMSA (COCSF)?

Each BL Unit consists of three Series B Shares and five Series L Shares. The Units are a bundled form of ownership, combining both share classes into a single Unit reported in the insider ownership filing.

Are the COCA COLA FEMSA (COCSF) BL Units held directly by Nicolas Bertelloni?

No, the 59,933 BL Units are held indirectly through an Employee Trust. The trust is administered by a financial institution and controlled by Fomento Economico Mexicano, with Bertelloni participating as a beneficiary in that trust structure.

What type of SEC filing is this for COCA COLA FEMSA (COCSF)?

This is a Form 3, which reports initial insider ownership. It records the starting position of Chief Growth Officer Nicolas Bertelloni in COCA COLA FEMSA, rather than a new purchase or sale of securities.

Does this COCA COLA FEMSA (COCSF) Form 3 show any insider buying or selling?

No buy or sell transactions are reported. The filing only discloses existing indirect holdings of 59,933 BL Units through an Employee Trust, serving as a baseline ownership statement for the executive.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

Bertelloni Nicolas

(Last) (First) (Middle)

MARIO PANI 100, SANTA FE CUAJIMALPA

(Street)

MEXICO CITY 05348

(City) (State) (Zip)

MEXICO

(Country)

2. Date of Event Requiring Statement (Month/Day/Year)
03/18/2026

3. Issuer Name and Ticker or Trading Symbol
COCA COLA FEMSA SAB DE CV [ KOF ]

3a. Foreign Trading Symbol

5. If Amendment, Date of Original Filed (Month/Day/Year)

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

	Director		10% Owner
X	Officer (give title below)		Other (specify below)
	Chief Growth Officer

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)
BL Unit	59,933(1)	I	By Employee Trust(2)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

1. The securities reported herein are held in the form of Units. Each Unit consists of three Series B Shares and five Series L Shares (a Unit).

2. These securities are held for the benefit of the reporting person by Banco Mercantil del Norte, S.A., Institucion de Banca Multiple, Grupo Financiero Banorte, Trust No. 204124 (the "Employee Trust"), a trust controlled by Fomento Economico Mexicano, S.A.B. de C.V. in which the reporting person is a trust participant.

Remarks:

Exhibit 24 - Power of Attorney

	Camila Lopes Amaral Westin Pereira, Attorney in fact	03/18/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.
* Form 3: SEC 1473 (03-26)