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

Kovitz Investment Group Partners’s Portfolio KOF Stock Details KOF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-9,015
Closed -$823K – 1380
2025
Q1 		$823K Sell
9,015
-73
-0.8% -$6.05K ﹤0.01% 790
2024
Q4 		$709K Sell
9,088
-223
-2% -$18.4K ﹤0.01% 803
2024
Q3 		$825K Buy
9,311
+2,865
+44% +$250K 0.01% 671
2024
Q2 		$555K Buy
+6,446
New +$604K ﹤0.01% 637

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Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
TBC
Tweedy, Browne Co Stamford, Connecticut $1.26B AUM 33.88% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CCM
Cullen Capital Management New York $9.75B AUM 21.81% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Kovitz Investment Group Partners's KOF Position: Q2 2025 in Review

Kovitz Investment Group Partners sold out of Coca-Cola Femsa (KOF) in Q2 2025, closing a stake of 9,015 shares — an estimated $823K sold.

Kovitz Investment Group Partners first reported a position in KOF in Q2 2024 and held it in 4 quarters. The position peaked at $825K in Q3 2024. 251 funds tracked by Wall St. Rank hold KOF as of Q2 2025.

  • Kovitz Investment Group Partners reported no remaining Coca-Cola Femsa position as of Q2 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 9,015 Coca-Cola Femsa shares in Q2 2025, an estimated $823K.
  • Kovitz Investment Group Partners first reported a position in Coca-Cola Femsa in Q2 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Coca-Cola Femsa position peaked at $825K in Q3 2024.
  • 251 funds tracked by Wall St. Rank held Coca-Cola Femsa as of Q2 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q2 2025, filed 14 Aug 2025.