Capital Wealth Planning’s Fomento Económico Mexicano FMX Stock Holding History

Capital Wealth Planning’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	$17.1M	Buy	154,363 +120,459	+355%	+$13M	0.09%	66
2025 Q4	$3.42M	Sell	33,904 -11,206	-25%	-$1.09M	0.02%	104
2025 Q3	$4.45M	Buy	+45,110	New	+$4.19M	0.03%	86
2024 Q4	–	Sell	-13,273	Closed	-$1.31M	–	142
2024 Q3	$1.31M	Sell	13,273 -6,118	-32%	-$659K	0.01%	89
2024 Q2	$2.09M	Sell	19,391 -1,234	-6%	-$144K	0.02%	73
2024 Q1	$2.69M	Buy	20,625 +1,816	+10%	+$237K	0.03%	55
2023 Q4	$2.45M	Buy	18,809 +11,456	+156%	+$1.36M	0.03%	51
2023 Q3	$803K	Buy	7,353 +5,212	+243%	+$578K	0.01%	76
2023 Q2	$237K	Buy	+2,141	New	+$215K	﹤0.01%	124

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