Coca-Cola FEMSA S.A.B. de C.V (KOFUBL) — Strategic Asset Allocation Index
Coca-Cola FEMSA S.A.B. de C.V (KOFUBL) has a Strategic Asset Allocation Index of 7.1% as of June 2026. Strategic assets (PP&E of MX$- plus long-term investments of MX$10.69 Billion) total MX$10.69 Billion, measured against net assets of MX$151.32 Billion. A higher index reflects capital-intensive or investment-heavy strategies where strategic assets dominate the equity base. See KOFUBL equity to assets ratio to measure how much of total assets are equity-financed.
SAAI
Strategic Assets
PP&E
Net Assets
Coca-Cola FEMSA S.A.B. de C.V Strategic Asset Allocation Index (2015–2025)
This chart shows how Coca-Cola FEMSA S.A.B. de C.V's Strategic Asset Allocation Index has evolved across 11 annual periods from 2015 to 2025. As of June 2026, the index stands at 7.1%, representing strategic assets of MX$10.69 Billion against net assets of MX$151.32 Billion MXN. For live market cap and overall valuation, see Coca-Cola FEMSA S.A.B. de C.V market cap and net worth.
Annual Strategic Asset Allocation Index for Coca-Cola FEMSA S.A.B. de C.V (2015–2025)
The table below presents the year-by-year Strategic Asset Allocation Index for Coca-Cola FEMSA S.A.B. de C.V from 2015 to 2025, covering 11 annual filings. Each row shows PP&E, long-term investments, strategic assets combined, net assets, the index percentage, and the change in percentage points compared to the prior year. See Coca-Cola FEMSA S.A.B. de C.V shareholders equity for net asset value and shareholders' equity analysis.
| Year | SAAI | Strategic Assets (MXN) | PP&E | LT Investments | Net Assets | Change (pp) |
|---|---|---|---|---|---|---|
| 2025 | 6.9% | MX$10.59 Billion | MX$- | MX$10.59 Billion | MX$154.03 Billion | ▲ +0.1 pp |
| 2024 | 6.8% | MX$10.23 Billion | MX$- | MX$10.23 Billion | MX$150.54 Billion | ▼ -0.1 pp |
| 2023 | 6.9% | MX$9.25 Billion | MX$- | MX$9.25 Billion | MX$133.71 Billion | ▲ +0.5 pp |
| 2022 | 6.4% | MX$8.45 Billion | MX$- | MX$8.45 Billion | MX$131.88 Billion | ▼ -49.4 pp |
| 2021 | 55.8% | MX$71.15 Billion | MX$63.66 Billion | MX$7.49 Billion | MX$127.57 Billion | ▼ -0.1 pp |
| 2020 | 55.8% | MX$68.36 Billion | MX$60.74 Billion | MX$7.62 Billion | MX$122.46 Billion | ▼ -0.1 pp |
| 2019 | 55.9% | MX$72.52 Billion | MX$62.57 Billion | MX$9.95 Billion | MX$129.69 Billion | ▲ +0.7 pp |
| 2018 | 55.2% | MX$72.69 Billion | MX$61.94 Billion | MX$10.74 Billion | MX$131.75 Billion | ▼ -7.9 pp |
| 2017 | 63.0% | MX$88.69 Billion | MX$75.83 Billion | MX$12.86 Billion | MX$140.71 Billion | ▼ -4.9 pp |
| 2016 | 67.9% | MX$87.76 Billion | MX$65.29 Billion | MX$22.48 Billion | MX$129.23 Billion | ▲ +4.9 pp |
| 2015 | 63.0% | MX$68.51 Billion | MX$50.53 Billion | MX$17.98 Billion | MX$108.73 Billion | — |