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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
-75,900
Closed -$7.67M – 1702
2025
Q4 		$7.67M Buy
+75,900
New +$7.37M 0.05% 397
2024
Q2 		– Sell
-30,000
Closed -$3.91M – 1280
2024
Q1 		$3.91M Buy
+30,000
New +$3.92M 0.06% 350
2023
Q1 		– Sell
-18,200
Closed -$1.42M – 1243
2022
Q4 		$1.42M Buy
+18,200
New +$1.34M 0.02% 642

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 $570B AUM 27.57% 1-Year Est. Return
HL
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
N
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 $75B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 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. 307 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.
  • 307 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.