Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Flowers Foods FLO Stock Holding History

Kovitz Investment Group Partners’s Portfolio FLO Stock Details FLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-14,847
Closed -$194K – 758
2025
Q3 		$194K Buy
+14,847
New +$225K ﹤0.01% 1342

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Dimensional Fund Advisors
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Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return

Kovitz Investment Group Partners's FLO Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Flowers Foods (FLO) in Q4 2025, closing a stake of 14,847 shares — an estimated $194K sold.

Kovitz Investment Group Partners first reported a position in FLO in Q3 2025 and held it in 1 quarter. The position peaked at $194K in Q3 2025. 435 funds tracked by Wall St. Rank hold FLO as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Flowers Foods position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 14,847 Flowers Foods shares in Q4 2025, an estimated $194K.
  • Kovitz Investment Group Partners first reported a position in Flowers Foods in Q3 2025 and held it in 1 quarter.
  • Kovitz Investment Group Partners's Flowers Foods position peaked at $194K in Q3 2025.
  • 435 funds tracked by Wall St. Rank held Flowers Foods as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.