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 Q2	$33.2M	Buy	259,225 +104,862	+68%	+$12.6M	0.17%	52
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 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 Wealth Planning's FMX Position: Q2 2026 in Review

Capital Wealth Planning increased its Fomento Económico Mexicano (FMX) stake by 68% in Q2 2026, buying an estimated $12.6M and bringing the position to 259,225 shares worth $33.2M. The position accounts for 0.17% of the portfolio, ranked #52.

Capital Wealth Planning first reported a position in FMX in Q2 2023 and has held it in 10 quarters since. 341 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

Capital Wealth Planning held 259,225 shares of Fomento Económico Mexicano worth $33.2M as of Q2 2026.
Capital Wealth Planning bought 104,862 Fomento Económico Mexicano shares in Q2 2026, an estimated $12.6M.
Fomento Económico Mexicano made up 0.17% of Capital Wealth Planning's portfolio in Q2 2026, its #52 holding.
Capital Wealth Planning first reported a position in Fomento Económico Mexicano in Q2 2023 and has held it in 10 quarters since.
341 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.