II
FMX icon

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
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 $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

INCA Investments's FMX Position: Q1 2026 in Review

INCA Investments reduced its Fomento Económico Mexicano (FMX) stake by 72% in Q1 2026, selling an estimated $30.7M and leaving 110,104 shares worth $12.2M. The position accounts for 4.34% of the portfolio, ranked #8.

INCA Investments first reported a position in FMX in Q2 2022 and has held it in 16 quarters since. The position peaked at $46.5M in Q2 2023. 307 funds tracked by Wall St. Rank hold FMX as of Q1 2026.

  • INCA Investments held 110,104 shares of Fomento Económico Mexicano worth $12.2M as of Q1 2026.
  • INCA Investments sold 285,157 Fomento Económico Mexicano shares in Q1 2026, an estimated $30.7M.
  • Fomento Económico Mexicano made up 4.34% of INCA Investments's portfolio in Q1 2026, its #8 holding.
  • INCA Investments first reported a position in Fomento Económico Mexicano in Q2 2022 and has held it in 16 quarters since.
  • INCA Investments's Fomento Económico Mexicano position peaked at $46.5M in Q2 2023.
  • 307 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q1 2026.

Based on INCA Investments's 13F filing for Q1 2026, filed 30 Apr 2026.