CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Fomento Económico Mexicano FMX Stock Holding History

CAPTRUST Financial Advisors’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 		$2.37M Sell
21,345
-11,628
-35% -$1.25M ﹤0.01% 1129
2025
Q4 		$3.33M Buy
32,973
+15,032
+84% +$1.46M 0.01% 834
2025
Q3 		$1.77M Buy
17,941
+1,024
+6% +$95.2K ﹤0.01% 1088
2025
Q2 		$1.74M Buy
16,917
+916
+6% +$94.5K ﹤0.01% 1042
2025
Q1 		$1.56M Sell
16,001
-5,795
-27% -$524K ﹤0.01% 1035
2024
Q4 		$1.86M Sell
21,796
-187
-0.9% -$17.4K 0.01% 917
2024
Q3 		$2.17M Sell
21,983
-1,268
-5% -$137K 0.01% 827
2024
Q2 		$2.5M Sell
23,251
-345
-1% -$40.4K 0.01% 722
2024
Q1 		$3.07M Sell
23,596
-8,097
-26% -$1.06M 0.01% 644
2023
Q4 		$4.13M Buy
31,693
+5,355
+20% +$637K 0.01% 616
2023
Q3 		$2.87M Buy
26,338
+16,603
+171% +$1.84M 0.01% 719
2023
Q2 		$1.08M Sell
9,735
-582
-6% -$58.5K ﹤0.01% 1154
2023
Q1 		$982K Sell
10,317
-51
-0.5% -$4.46K ﹤0.01% 1050
2022
Q4 		$810K Buy
10,368
+59
+0.6% +$4.34K ﹤0.01% 1084
2022
Q3 		$647K Sell
10,309
-1,866
-15% -$118K ﹤0.01% 1124
2022
Q2 		$822K Buy
12,175
+7,170
+143% +$530K 0.01% 930
2022
Q1 		$415K Buy
5,005
+621
+14% +$48.9K ﹤0.01% 1238
2021
Q4 		$341K Buy
4,384
+103
+2% +$8.07K ﹤0.01% 1320
2021
Q3 		$371K Sell
4,281
-64
-1% -$5.5K ﹤0.01% 1175
2021
Q2 		$367K Sell
4,345
-798
-16% -$65.4K ﹤0.01% 1138
2021
Q1 		$387K Sell
5,143
-234
-4% -$17K ﹤0.01% 1074
2020
Q4 		$407K Buy
5,377
+185
+4% +$12.4K 0.01% 909
2020
Q3 		$290K Buy
5,192
+227
+5% +$13.3K ﹤0.01% 893
2020
Q2 		$308K Buy
4,965
+1,877
+61% +$120K 0.01% 862
2020
Q1 		$182K Buy
3,088
+200
+7% +$16.9K ﹤0.01% 892
2019
Q4 		$278K Buy
+2,888
New +$265K ﹤0.01% 867

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

CAPTRUST Financial Advisors's FMX Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Fomento Económico Mexicano (FMX) stake by 35% in Q1 2026, selling an estimated $1.25M and leaving 21,345 shares worth $2.37M. The position accounts for ﹤0.01% of the portfolio, ranked #1129.

CAPTRUST Financial Advisors first reported a position in FMX in Q4 2019 and has held it in 26 quarters since. The position peaked at $4.13M in Q4 2023. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • CAPTRUST Financial Advisors held 21,345 shares of Fomento Económico Mexicano worth $2.37M as of Q1 2026.
  • CAPTRUST Financial Advisors sold 11,628 Fomento Económico Mexicano shares in Q1 2026, an estimated $1.25M.
  • Fomento Económico Mexicano made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1129 holding.
  • CAPTRUST Financial Advisors first reported a position in Fomento Económico Mexicano in Q4 2019 and has held it in 26 quarters since.
  • CAPTRUST Financial Advisors's Fomento Económico Mexicano position peaked at $4.13M in Q4 2023.
  • 307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.