Coca Cola FEMSA CFO files initial holdings report

Coca Cola FEMSA Chief Financial Officer Gerardo Cruz Celaya filed an initial ownership report showing his holdings in BL Units.

Accepted by SEC EDGAR 03/18/2026 - 02:45 PM EDT

Filing Impact

(Moderate)

Filing Sentiment

(Neutral)How Sentiment works

Sentiment and the balance of points

Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.

How Sentiment works How the balance works

Form Type

Rhea-AI Filing Summary

Coca Cola FEMSA Chief Financial Officer Gerardo Cruz Celaya filed an initial ownership report showing his holdings in BL Units. He directly holds 53,746 BL Units and has indirect ownership of 35,603 BL Units through an employee trust that holds the securities for his benefit. Each BL Unit consists of three Series B shares and five Series L shares of the company.

Insider Trade Summary

Holdings reported, no transactions

Holdings

Insider Cruz Celaya Gerardo

Role Chief Financial Officer

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

Holdings: BL Unit — 53,746 shares (Direct); BL Unit — 35,603 shares (Indirect, By employee trust)

Footnotes (2)

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).
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 the new Form 3 filing disclose for COCSF (Coca Cola FEMSA)?

The Form 3 discloses Chief Financial Officer Gerardo Cruz Celaya’s existing ownership in BL Units of Coca Cola FEMSA. It is an initial statement of beneficial ownership, showing both his direct holdings and indirect holdings through an employee trust structure.

How many BL Units does the Coca Cola FEMSA CFO directly hold?

Gerardo Cruz Celaya directly holds 53,746 BL Units. This figure represents his direct beneficial ownership in the company’s BL Units, separate from any interests held indirectly through the employee trust arrangement described in the filing’s footnotes.

What indirect holdings are reported for the Coca Cola FEMSA CFO in this Form 3?

The filing reports 35,603 BL Units held indirectly for Gerardo Cruz Celaya by an employee trust. These securities are held for his benefit by a trust controlled by Fomento Economico Mexicano, in which he participates as a trust beneficiary.

What is a BL Unit as reported in the Coca Cola FEMSA Form 3?

A BL Unit consists of a bundle of the company’s shares: each Unit includes three Series B shares and five Series L shares. The CFO’s reported ownership is expressed in these BL Units rather than listing the underlying individual Series B and Series L shares.

Does the Coca Cola FEMSA Form 3 show any insider buying or selling activity?

The Form 3 does not show insider buying or selling activity. It functions as an initial ownership report, listing Gerardo Cruz Celaya’s direct and indirect BL Unit holdings, rather than recording new transactions or changes in his position on the reporting date.

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

Understanding Insider Trading Forms →

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google

Add on Google

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^*

Cruz Celaya Gerardo

(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 Financial 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	53,746⁽¹⁾	D
BL Unit	35,603⁽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)
1. Title of Derivative Security (Instr. 4)	Date Exercisable	Expiration Date	Title	Amount or Number of Shares	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)

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)

Source: View Original Filing on SEC EDGAR