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Caprock Group’s Fomento Económico Mexicano FMX Stock Holding History

Caprock Group’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 		$755K Buy
5,903
+94
+2% +$11.3K 0.01% 717
2026
Q1 		$645K Sell
5,809
-93
-2% -$10K 0.02% 665
2025
Q4 		$597K Buy
5,902
+649
+12% +$63K 0.01% 758
2025
Q3 		$455K Buy
+5,253
New +$488K 0.01% 833
2025
Q1 		$612K Buy
6,266
+129
+2% +$11.7K 0.02% 639
2024
Q4 		$525K Sell
6,137
-1,768
-22% -$164K 0.02% 608
2024
Q3 		$780K Buy
+7,905
New +$852K 0.03% 457
2024
Q2 		– Sell
-4,077
Closed -$531K – 880
2024
Q1 		$531K Buy
4,077
+67
+2% +$8.75K 0.03% 391
2023
Q4 		$523K Buy
4,010
+303
+8% +$36K 0.03% 376
2023
Q3 		$405K Buy
3,707
+381
+11% +$42.3K 0.03% 419
2023
Q2 		$369K Sell
3,326
-946
-22% -$95.1K 0.03% 449
2023
Q1 		$407K Buy
4,272
+208
+5% +$18.2K 0.03% 412
2022
Q4 		$318K Sell
4,064
-332
-8% -$24.4K 0.03% 388
2022
Q3 		$276K Buy
4,396
+782
+22% +$49.3K 0.03% 424
2022
Q2 		$244K Buy
3,614
+986
+38% +$72.9K 0.02% 438
2022
Q1 		$218K Buy
+2,628
New +$207K 0.02% 542

Other funds holding FMX

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Caprock Group's FMX Position: Q2 2026 in Review

Caprock Group increased its Fomento Económico Mexicano (FMX) stake by 1.6% in Q2 2026, buying an estimated $11.3K and bringing the position to 5,903 shares worth $755K. The position accounts for 0.01% of the portfolio, ranked #717.

Caprock Group first reported a position in FMX in Q1 2022 and has held it in 16 quarters since. The position peaked at $780K in Q3 2024. 341 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Caprock Group held 5,903 shares of Fomento Económico Mexicano worth $755K as of Q2 2026.
  • Caprock Group bought 94 Fomento Económico Mexicano shares in Q2 2026, an estimated $11.3K.
  • Fomento Económico Mexicano made up 0.01% of Caprock Group's portfolio in Q2 2026, its #717 holding.
  • Caprock Group first reported a position in Fomento Económico Mexicano in Q1 2022 and has held it in 16 quarters since.
  • Caprock Group's Fomento Económico Mexicano position peaked at $780K in Q3 2024.
  • 341 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.