Cross-institution positioning
Aug 13, 2026Strong institutional reduction. 1 accumulating, 1 reducing, 1 exited across 3 comparable institutions.
Source: Schedule 13 researchTBBB Institutional Ownership
BBB FOODS INC
Latest stored close $53.01 as of Oct 7, 2026 View live quote ↗
STOCKNODE Outlook
Sell
30/100
3 tracked · 3 comparable
Latest filing
Aug 13, 2026
Positive breadth
1 positive · 2 negative
Recent close
$53.01
Research confidence
Medium
Institutional Research 0/100 · 1 accumulating · 2 reducing / exited
Ownership history
Reported ownership % history
Latest filing Aug 13, 2026
See how each tracked institution's reported ownership changed across SEC position dates. Full history is available with Investor or Pro access.
Locked preview
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Accumulating1
Newly reported0
Reducing / exited
2
52-week position
—
Institutional Intelligence
Why STOCKNODE says Sell
What the evidence shows across the newest institutional, insider, company-event, 13F, fundamental, and price data; STOCKNODE combines these layers into a quantitative research signal while preserving each source and reporting window.
STOCKNODE Outlook
Sell 30/100
Confidence:Medium
Why this signal
- 1 tracked institution accumulating versus 2 reducing/exited.
- Latest comparable Form 13F activity is net positive across tracked managers.
Institutional
20/100
Insiders
42/100
Fundamentals
50/100
Events
50/100
Quarterly 13F activity
Jun 30, 20261 increased/new, 0 reduced/exited across 1 manager in the latest comparable Form 13F quarter.
Source: Form 13F quarter-end holdingsInsider filing activity
Sep 14, 2026Over the last 90 days, SEC-coded non-derivative P/S activity includes 0 purchases by 0 reporting owners and 2 sales by 1 reporting owner. Amendments are shown in the filing evidence but excluded from rolling activity totals.
Source: SEC Forms 3/4/5Material company events
Aug 11, 20261 non-amendment material event in the last 90 days; 1 capital-related filing/event (1 equity-related, 0 debt-related); Latest classified evidence: Employee-plan securities registration. Registration and prospectus filings are treated as financing capacity/disclosure evidence, not proof that securities were sold.
Source: SEC 8-K / securities filing metadataSEC fundamentals
Apr 2, 2026Revenue +36.1% YoY; Net income -949.1% YoY. Periods are compared only when the SEC facts are aligned and comparable.
Source: SEC Company FactsPrice context
Sep 15, 2026Recent close is 95% through its reported 52-week range; +94.2% over one year.
Source: Stored historical price series
Latest filing decision brief
Investor / Pro
Research the latest Schedule 13G amendment from Morgan Stanley.
Filed Aug 13, 2026. Unlock the dated position comparison, disclosure classification, confidence, price context, and filing-specific significance analysis.
Premium research values are withheld until unlocked.
Supporting institutional evidence
Institutional Evidence
The research summary above gives the current read. This section shows the dated holder-level evidence behind it.
Latest filing
Aug 13, 2026
Latest reported position changes
Investor / Pro detailSee each institution's newest reported position against its own prior report, with position as-of date separated from SEC filed date. Institution names and filing freshness remain public below.
Fidelity / FMR
Filed Feb 12, 2025
Direction locked
Capital Research Global Investors
Filed Aug 12, 2026
Direction locked
Morgan Stanley
Filed Aug 13, 2026
Direction locked
Unlock the actual direction, share change, ownership change, and classification basis.
No premium position values are sent in this locked preview.
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Reported direction breadth by as-of date
Locked previewComparable holder direction grouped by SEC position as-of date — never presented as trade dates.
Unlock actual accumulation vs. reduction breadth across reported position dates.
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Institution comparison
Investor / Pro detailCompare each institution only with its own prior reported position. Public visitors can see who is tracked and how fresh the filing is; paid research reveals the actual comparison.
Fidelity / FMR
Filed Feb 12, 2025
Capital Research Global Investors
Filed Aug 12, 2026
Morgan Stanley
Filed Aug 13, 2026
Unlock the evidence behind the score
Know who changed position, by how much, and when the SEC learned about it.
Investor and Pro reveal holder-by-holder changes, reported ownership history, dated breadth, disclosure timing, institution comparison, and filing-specific analysis without treating Schedule 13 reports as trade dates.
✓ Actual share and ownership changes
✓ Position as-of date vs. SEC filed date
✓ Deterministic direction basis
✓ Full evidence on every eligible stock
SEC Forms 3, 4 & 5
Insider activity
Reported Section 16 ownership activity. Rolling purchase/sale totals use non-derivative SEC transaction codes P and S only; amendments remain visible but are excluded from those totals.
30-day purchases00 reporting owner(s)
30-day sales21 reporting owner(s)
90-day purchase breadth0
90-day sale breadth1
View recent insider filing evidence
| Date | Reporting owner | Code | Security | Shares | Price | Ownership | Filed |
|---|---|---|---|---|---|---|---|
| Sep 14, 2026 | Khouri Sami Gabriel | GGift | Class A Common Shares | 175.9K | $0.00 | Direct | Sep 15, 2026 |
| Sep 9, 2026 | Reich Sapire Rose Nicole Dominique | SOpen-market or private sale | Class A Common Shares | 7.6K | $51.00 | Direct | Sep 11, 2026 |
| Sep 2, 2026 | Reich Sapire Rose Nicole Dominique | SOpen-market or private sale | Class A Common Shares | 7.6K | $50.50 | Direct | Sep 4, 2026 |
| Aug 7, 2026 | Hatoum Kamal Anthony | CConversion of derivative · derivative | Class C Common Shares | 16.0M | — | Indirect | Aug 12, 2026 |
| Aug 7, 2026 | Hatoum Kamal Anthony | CConversion of derivative | Class A Common Shares | 16.0M | — | Indirect | Aug 12, 2026 |
| Aug 7, 2026 | Reich Sapire Rose Nicole Dominique | MExercise or conversion of derivative · derivative | Stock Options (Right to Buy) | 20.0K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Reich Sapire Rose Nicole Dominique | FTax/price withholding or payment | Class A Common Shares | 4.8K | $40.67 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Reich Sapire Rose Nicole Dominique | MExercise or conversion of derivative | Class A Common Shares | 20.0K | $9.67 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Apalategui Diego Ezequiel | CConversion of derivative · derivative | Class C Common Shares | 266.7K | — | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Apalategui Diego Ezequiel | CConversion of derivative | Class A Common Shares | 266.7K | — | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Cappello Juan Pablo | MExercise or conversion of derivative · derivative | Stock Options (Right to Buy) | 85.0K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Cappello Juan Pablo | FTax/price withholding or payment | Class A Common Shares | 7.7K | $40.67 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Cappello Juan Pablo | MExercise or conversion of derivative | Class A Common Shares | 85.0K | $3.67 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Khouri Sami Gabriel | MExercise or conversion of derivative · derivative | Stock Options (Right to Buy) | 95.0K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Khouri Sami Gabriel | MExercise or conversion of derivative · derivative | Stock Options (Right to Buy) | 95.0K | $0.00 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Khouri Sami Gabriel | CConversion of derivative · derivative | Class C Common Shares | 3.4M | — | Indirect | Aug 11, 2026 |
| Aug 7, 2026 | Khouri Sami Gabriel | FTax/price withholding or payment | Class A Common Shares | 14.1K | $40.67 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Khouri Sami Gabriel | MExercise or conversion of derivative | Class A Common Shares | 95.0K | $3.67 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Khouri Sami Gabriel | MExercise or conversion of derivative | Class A Common Shares | 95.0K | $2.37 | Direct | Aug 11, 2026 |
| Aug 7, 2026 | Khouri Sami Gabriel | CConversion of derivative | Class A Common Shares | 3.4M | — | Indirect | Aug 11, 2026 |
SEC company-event context
Material company events
Recent 8-K item classifications plus securities registration and prospectus filings. Registration or prospectus filings show financing capacity/disclosure activity; they do not by themselves prove that securities were sold.
30-day material events0
90-day capital-related1
90-day equity-related1
90-day debt-related0
View recent company-event filing evidence
| Filed | Form | 8-K item(s) | Classification | Capital context | SEC |
|---|---|---|---|---|---|
| Aug 11, 2026 | S-8 | — | Employee-plan securities registration | Equity | Filing |
| May 29, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| May 27, 2026 | 424B5 | — | Prospectus filing | Capital-related | Filing |
| May 27, 2026 | F-3ASR | — | Shelf securities registration | Capital-related | Filing |
SEC-reported company fundamentals
Fundamentals
Period-aligned SEC facts. Comparisons appear only when periods and units are comparable.
Revenue
78.2B MXN
FY 2025
+36.1% YoY 20-F filed Apr 2, 2026
Net income
-2.8B MXN
FY 2025
-949.1% YoY 20-F filed Apr 2, 2026
Diluted EPS
-25 MXN/shares
FY 2025
-1,128.8% YoY 20-F filed Apr 2, 2026
Operating cash flow
4.7B MXN
FY 2025
+24.9% YoY 20-F filed Apr 2, 2026
Cash & equivalents
1.4B MXN
As of Dec 31, 2025
-1.4% YoY 20-F filed Apr 2, 2026
Assets
30.5B MXN
As of Dec 31, 2025
+34.0% YoY 20-F filed Apr 2, 2026
Liabilities
26.4B MXN
As of Dec 31, 2025
+40.9% YoY 20-F filed Apr 2, 2026
Stockholders’ equity
4.1B MXN
As of Dec 31, 2025
+2.2% YoY 20-F filed Apr 2, 2026
View recent revenue trend
Annual
| Period | Revenue | YoY |
|---|---|---|
| Ended Dec 31, 2025 | 78.2B MXN | +36.1% |
| Ended Dec 31, 2024 | 57.4B MXN | +30.3% |
| Ended Dec 31, 2023 | 44.1B MXN | +35.3% |
| Ended Dec 31, 2022 | 32.6B MXN | +41.1% |
Current market context
Price performance
Dated price context from the historical market series already collected for this security.
Recent stored close
$50.79
View live quote ↗
52-week low
$23.81
Oct 9, 2025
52-week high
$52.22
Sep 10, 2026
Below 52-week high
2.7%
1W return
+0.0%
1M return
+6.3%
3M return
+19.8%
6M return
+53.5%
YTD return
+52.1%
1Y return
+94.2%
30-day volatility
51.1%
90-day volatility
50.4%
1Y max drawdown
-18.7%
Returns are close-to-close price changes. Volatility and drawdown are factual historical context, not recommendations.
How to read Schedule 13 ownership changes
Schedule 13G/13D reports beneficial ownership at an observation date. “Accumulation” or “reduction” is inferred from changes in reported shares when available; it is not a list of individual trades or exact execution prices.
Form 13F rows are quarter-end holding context only and do not establish an exact entry date.
For more context, see how to read a Schedule 13G, filing date vs event date, or Schedule 13G vs Schedule 13D.
Current ownership filings and reported ownership changes are available on free access. Investor and Pro add filing-specific significance scoring, disclosure-speed analysis, confirmation/divergence signals, and alerts. The overall institutional consensus preview remains public. Compare plans.
Beneficial ownership filing history
Showing 3 of 12 filing(s) · 9 older require more history accessView beneficial ownership filing evidence
| Holder | Observed / filed | Reported change | Shares | Ownership | Observation | Filing | Latest |
|---|---|---|---|---|---|---|---|
| Morgan Stanley CIK0000895421 | Jun 30, 2026 observed Aug 13, 2026 filed · 44d Schedule 13G amendment | Exit below reporting threshold | 3.0M +784.3K | 3.90% -1.70 pts | $41.67 | $49.20 | $53.01 |
| Capital Research Global Investors CIK0001422848 | Jun 30, 2026 observed Aug 12, 2026 filed · 43d Schedule 13G amendment | Reported reduction | 5.4M -56.6M | 7.00% -5.00 pts | $41.67 | $42.30 | $53.01 |
| Capital Research Global Investors CIK0001422848 | Mar 31, 2025 observed Apr 4, 2025 filed · 4d Schedule 13G amendment | Reported accumulation | 62.0M +23.3M | 12.00% -1.80 pts | $26.68 | $25.27 | $53.01 |
Explore more institutional activity
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