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Cape Investment Advisory’s Fomento Económico Mexicano FMX Stock Holding History

Cape Investment Advisory’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 		$36.8K Buy
+288
New +$34.7K 0.01% 572
2026
Q1 		– Sell
-192
Closed -$19.4K – 552
2025
Q4 		$19.4K Buy
192
+40
+26% +$3.89K 0.01% 622
2025
Q3 		$15K Buy
152
+35
+30% +$3.25K 0.01% 351
2025
Q2 		$12K Buy
117
+27
+30% +$2.79K ﹤0.01% 605
2025
Q1 		$8.78K Sell
90
-24
-21% -$2.17K ﹤0.01% 631
2024
Q4 		$9.75K Sell
114
-9
-7% -$835 ﹤0.01% 592
2024
Q3 		$12.1K Hold
123
– – ﹤0.01% 532
2024
Q2 		$13.2K Sell
123
-167
-58% -$19.5K 0.01% 481
2024
Q1 		$37.8K Sell
290
-164
-36% -$21.4K 0.02% 345
2023
Q4 		$59.2K Buy
454
+9
+2% +$1.07K 0.03% 321
2023
Q3 		$48.6K Hold
445
– – 0.03% 297
2023
Q2 		$49.3K Buy
445
+104
+30% +$10.5K 0.03% 286
2023
Q1 		$32.5K Buy
+341
New +$29.8K 0.02% 340

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

Cape Investment Advisory's FMX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Fomento Económico Mexicano (FMX) in Q2 2026: 288 shares worth $36.8K. The stake represents 0.01% of the portfolio and ranks #572 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in FMX as recently as Q4 2025.

Cape Investment Advisory first reported a position in FMX in Q1 2023 and has held it in 13 quarters since. The position peaked at $59.2K in Q4 2023. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Cape Investment Advisory held 288 shares of Fomento Económico Mexicano worth $36.8K as of Q2 2026.
  • Fomento Económico Mexicano was a new Cape Investment Advisory position in Q2 2026.
  • Fomento Económico Mexicano made up 0.01% of Cape Investment Advisory's portfolio in Q2 2026, its #572 holding.
  • Cape Investment Advisory first reported a position in Fomento Económico Mexicano in Q1 2023 and has held it in 13 quarters since.
  • Cape Investment Advisory's Fomento Económico Mexicano position peaked at $59.2K in Q4 2023.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.