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Capital Analysts LLC’s Fomento Económico Mexicano FMX Stock Holding History

Capital Analysts LLC’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 		$3K Sell
31
-44
-59% -$4.73K ﹤0.01% 1418
2025
Q4 		$7K Hold
75
– – ﹤0.01% 1295
2025
Q3 		$7K Hold
75
– – ﹤0.01% 1259
2025
Q2 		$8K Sell
75
-16
-18% -$1.65K ﹤0.01% 1179
2025
Q1 		$9K Hold
91
– – ﹤0.01% 1135
2024
Q4 		$8K Sell
91
-16
-15% -$1.49K ﹤0.01% 1094
2024
Q3 		$11K Buy
+107
New +$11.5K ﹤0.01% 1010

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 $570B AUM 27.57% 1-Year Est. Return
HL
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
N
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 $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Capital Analysts LLC's FMX Position: Q1 2026 in Review

Capital Analysts LLC reduced its Fomento Económico Mexicano (FMX) stake by 59% in Q1 2026, selling an estimated $4.73K and leaving 31 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #1418.

Capital Analysts LLC first reported a position in FMX in Q3 2024 and has held it in 7 quarters since. The position peaked at $11K in Q3 2024. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • Capital Analysts LLC held 31 shares of Fomento Económico Mexicano worth $3K as of Q1 2026.
  • Capital Analysts LLC sold 44 Fomento Económico Mexicano shares in Q1 2026, an estimated $4.73K.
  • Fomento Económico Mexicano made up ﹤0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #1418 holding.
  • Capital Analysts LLC first reported a position in Fomento Económico Mexicano in Q3 2024 and has held it in 7 quarters since.
  • Capital Analysts LLC's Fomento Económico Mexicano position peaked at $11K in Q3 2024.
  • 307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.