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Caption Management’s Fomento Económico Mexicano FMX Stock Holding History

Caption Management’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 		– Sell
-20,000
Closed -$2.02M – 1701
2025
Q4 		$2.02M Buy
+20,000
New +$1.94M 0.01% 834
2023
Q1 		– Sell
-4,000
Closed -$312K – 1242
2022
Q4 		$312K Buy
+4,000
New +$294K ﹤0.01% 995

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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $5.27B AUM 41.17% 1-Year Est. Return

Caption Management's FMX Position: Q1 2026 in Review

Caption Management sold out of Fomento Económico Mexicano (FMX) in Q1 2026, closing a stake of 20,000 shares — an estimated $2.02M sold.

Caption Management first reported a position in FMX in Q4 2022 and held it in 2 quarters. The position peaked at $2.02M in Q4 2025. 308 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • Caption Management reported no remaining Fomento Económico Mexicano position as of Q1 2026 after selling out during the quarter.
  • Caption Management sold 20,000 Fomento Económico Mexicano shares in Q1 2026, an estimated $2.02M.
  • Caption Management first reported a position in Fomento Económico Mexicano in Q4 2022 and held it in 2 quarters.
  • Caption Management's Fomento Económico Mexicano position peaked at $2.02M in Q4 2025.
  • 308 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

Based on Caption Management's 13F filing for Q1 2026, filed 15 May 2026.