Kovitz Investment Group Partners’s Coca-Cola Femsa KOF Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-9,015	Closed	-$823K	–	1371
2025 Q1	$823K	Sell	9,015 -73	-0.8%	-$6.66K	﹤0.01%	786
2024 Q4	$709K	Sell	9,088 -223	-2%	-$17.4K	﹤0.01%	800
2024 Q3	$825K	Buy	9,311 +2,865	+44%	+$254K	0.01%	669
2024 Q2	$555K	Buy	+6,446	New	+$555K	﹤0.01%	635