Capital Asset Advisory Services’s Fomento Económico Mexicano FMX Stock Holding History

Capital Asset Advisory Services’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	$410K	Buy	+3,209	New	+$387K	0.01%	232
2021 Q1	–	Sell	-411	Closed	-$31K	–	960
2020 Q4	$31K	Buy	+411	New	+$27.5K	0.01%	729

Other funds holding FMX

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Capital Asset Advisory Services's FMX Position: Q2 2026 in Review

Capital Asset Advisory Services opened a new position in Fomento Económico Mexicano (FMX) in Q2 2026: 3,209 shares worth $410K. The stake represents 0.01% of the portfolio and ranks #232 among its holdings. This is a return to the name: Capital Asset Advisory Services previously reported a position in FMX as recently as Q4 2020.

Capital Asset Advisory Services first reported a position in FMX in Q4 2020 and has held it in 2 quarters since. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

Capital Asset Advisory Services held 3,209 shares of Fomento Económico Mexicano worth $410K as of Q2 2026.
Fomento Económico Mexicano was a new Capital Asset Advisory Services position in Q2 2026.
Fomento Económico Mexicano made up 0.01% of Capital Asset Advisory Services's portfolio in Q2 2026, its #232 holding.
Capital Asset Advisory Services first reported a position in Fomento Económico Mexicano in Q4 2020 and has held it in 2 quarters since.
344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Capital Asset Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.