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 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 $59B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harris Associates

Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return