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 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 $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