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Callan Family Office’s Fomento Económico Mexicano FMX Stock Holding History

Callan Family Office’s Portfolio FMX Stock Details FMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.32M Sell
25,980
-462
-2% -$55.7K 0.07% 262
2026
Q1 		$2.94M Buy
26,442
+311
+1% +$33.5K 0.07% 277
2025
Q4 		$2.64M Buy
26,131
+10,144
+63% +$985K 0.06% 295
2025
Q3 		$1.58M Buy
15,987
+1,639
+11% +$152K 0.05% 300
2025
Q2 		$1.48M Buy
14,348
+9,964
+227% +$1.03M 0.05% 320
2025
Q1 		$428K Buy
4,384
+29
+0.7% +$2.63K 0.03% 360
2024
Q4 		$372K Buy
+4,355
New +$404K 0.02% 433

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Callan Family Office's FMX Position: Q2 2026 in Review

Callan Family Office reduced its Fomento Económico Mexicano (FMX) stake by 1.7% in Q2 2026, selling an estimated $55.7K and leaving 25,980 shares worth $3.32M. The position accounts for 0.07% of the portfolio, ranked #262.

Callan Family Office first reported a position in FMX in Q4 2024 and has held it in 7 quarters since. 341 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Callan Family Office held 25,980 shares of Fomento Económico Mexicano worth $3.32M as of Q2 2026.
  • Callan Family Office sold 462 Fomento Económico Mexicano shares in Q2 2026, an estimated $55.7K.
  • Fomento Económico Mexicano made up 0.07% of Callan Family Office's portfolio in Q2 2026, its #262 holding.
  • Callan Family Office first reported a position in Fomento Económico Mexicano in Q4 2024 and has held it in 7 quarters since.
  • 341 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.