Coldstream Capital Management’s Fomento Económico Mexicano FMX Stock Holding History

Coldstream Capital 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 Q2	$221K	Sell	1,728 -391	-18%	-$47.1K	﹤0.01%	1121
2026 Q1	$235K	Buy	+2,119	New	+$228K	﹤0.01%	1054
2025 Q4	–	Sell	-2,440	Closed	-$241K	–	1187
2025 Q3	$241K	Buy	2,440 +1	+0%	+$93	﹤0.01%	1044
2025 Q2	$251K	Buy	2,439 +2,063	+549%	+$213K	﹤0.01%	967
2025 Q1	$36.7K	Buy	+376	New	+$34K	﹤0.01%	1853

Other funds holding FMX

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Coldstream Capital Management's FMX Position: Q2 2026 in Review

Coldstream Capital Management reduced its Fomento Económico Mexicano (FMX) stake by 18% in Q2 2026, selling an estimated $47.1K and leaving 1,728 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1121.

Coldstream Capital Management first reported a position in FMX in Q1 2025 and has held it in 5 quarters since. The position peaked at $251K in Q2 2025. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

Coldstream Capital Management held 1,728 shares of Fomento Económico Mexicano worth $221K as of Q2 2026.
Coldstream Capital Management sold 391 Fomento Económico Mexicano shares in Q2 2026, an estimated $47.1K.
Fomento Económico Mexicano made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1121 holding.
Coldstream Capital Management first reported a position in Fomento Económico Mexicano in Q1 2025 and has held it in 5 quarters since.
Coldstream Capital Management's Fomento Económico Mexicano position peaked at $251K in Q2 2025.
344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.