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COCA COLA FEMSA (KOF) officer discloses 74,134 BL Units via Employee Trust

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
3

Rhea-AI Filing Summary

COCA COLA FEMSA SAB DE CV executive reports initial indirect holdings. Aitor Ocejo Zubizarreta, Chief Operating Latin America, has reported indirect ownership of 74,134 BL Units. These Units are held for his benefit by an Employee Trust controlled by Fomento Economico Mexicano, S.A.B. de C.V.

Each BL Unit consists of three Series B shares and five Series L shares. This Form 3 filing records his existing position rather than a new purchase or sale and reflects holdings through Banco Mercantil del Norte’s Trust No. 204124, where he is a trust participant.

Positive

  • None.

Negative

  • None.
SEC Form 3
FORM 3UNITED 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*
Ocejo Zubizarreta Aitor

(Last)(First)(Middle)
MARIO PANI 100, SANTA FE CUAJIMALPA

(Street)
MEXICO CITY05348

(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)
Director10% Owner
XOfficer (give title below)Other (specify below)
Chief Operating Latin America
6. Individual or Joint/Group Filing (Check Applicable Line)
XForm 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 Unit74,134(1)IBy 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 ExercisableExpiration DateTitleAmount 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 fact03/18/2026
** Signature of Reporting PersonDate
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)

FAQ

What does the Form 3 filing for COCA COLA FEMSA (KOF) report for Aitor Ocejo Zubizarreta?

The Form 3 reports Aitor Ocejo Zubizarreta’s existing indirect ownership of 74,134 BL Units in COCA COLA FEMSA. These Units are held for his benefit in an Employee Trust, reflecting his starting beneficial position as an officer rather than a new transaction.

How are the BL Units held for Aitor Ocejo Zubizarreta in COCA COLA FEMSA (KOF)?

The 74,134 BL Units are held by Banco Mercantil del Norte, S.A., Trust No. 204124, known as the Employee Trust. This trust is controlled by Fomento Economico Mexicano, S.A.B. de C.V., with Zubizarreta participating as a trust beneficiary rather than holding the Units directly.

What is the structure of a BL Unit reported in the KOF Form 3 filing?

Each BL Unit consists of three Series B shares and five Series L shares of COCA COLA FEMSA. The filing clarifies that the reported securities are in Unit form, helping investors understand that each Unit represents a bundle of both Series B and Series L shares together.

Does the COCA COLA FEMSA (KOF) Form 3 show a new buy or sell by Aitor Ocejo Zubizarreta?

The Form 3 does not show a new buy or sell; it records existing indirect holdings. It lists 74,134 BL Units held via an Employee Trust, reflecting his beneficial ownership position as of the reporting date, rather than a market transaction changing that position.

What role does Aitor Ocejo Zubizarreta hold at COCA COLA FEMSA (KOF) in this Form 3?

In this Form 3, Aitor Ocejo Zubizarreta is identified as an officer with the title Chief Operating Latin America. The filing links his executive role to his indirect beneficial ownership of BL Units, providing transparency into equity interests associated with his management position.
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