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INCA Investments’s Fomento Económico Mexicano FMX Stock Holding History

INCA Investments’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 		– Sell
-110,104
Closed -$12.2M – 11
2026
Q1 		$12.2M Sell
110,104
-285,157
-72% -$30.7M 4.34% 8
2025
Q4 		$39.9M Buy
395,261
+25,536
+7% +$2.48M 13.97% 4
2025
Q3 		$36.5M Buy
369,725
+94,956
+35% +$8.82M 16.78% 2
2025
Q2 		$28.3M Buy
274,769
+141,419
+106% +$14.6M 10.99% 3
2025
Q1 		$13M Sell
133,350
-70,696
-35% -$6.4M 5.95% 7
2024
Q4 		$17.4M Sell
204,046
-32,519
-14% -$3.02M 7.19% 5
2024
Q3 		$23.4M Buy
236,565
+26,414
+13% +$2.85M 9.97% 5
2024
Q2 		$22.6M Sell
210,151
-25,410
-11% -$2.97M 9.57% 6
2024
Q1 		$30.7M Sell
235,561
-71,787
-23% -$9.37M 13.2% 4
2023
Q4 		$40.1M Sell
307,348
-91,762
-23% -$10.9M 17.74% 3
2023
Q3 		$43.6M Sell
399,110
-20,077
-5% -$2.23M 17.52% 3
2023
Q2 		$46.5M Sell
419,187
-29,442
-7% -$2.96M 16.24% 3
2023
Q1 		$42.7M Sell
448,629
-66,602
-13% -$5.83M 15.86% 2
2022
Q4 		$40.3M Buy
515,231
+40,695
+9% +$2.99M 17.4% 2
2022
Q3 		$29.8M Sell
474,536
-57,852
-11% -$3.64M 17.17% 2
2022
Q2 		$35.9M Buy
+532,388
New +$39.4M 20.06% 1

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

INCA Investments's FMX Position: Q2 2026 in Review

INCA Investments sold out of Fomento Económico Mexicano (FMX) in Q2 2026, closing a stake of 110,104 shares — an estimated $12.2M sold.

INCA Investments first reported a position in FMX in Q2 2022 and held it in 16 quarters. The position peaked at $46.5M in Q2 2023. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • INCA Investments reported no remaining Fomento Económico Mexicano position as of Q2 2026 after selling out during the quarter.
  • INCA Investments sold 110,104 Fomento Económico Mexicano shares in Q2 2026, an estimated $12.2M.
  • INCA Investments first reported a position in Fomento Económico Mexicano in Q2 2022 and held it in 16 quarters.
  • INCA Investments's Fomento Económico Mexicano position peaked at $46.5M in Q2 2023.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on INCA Investments's 13F filing for Q2 2026, filed 28 Jul 2026.