KAS
FMX icon

Kestra Advisory Services’s Fomento Económico Mexicano FMX Stock Holding History

Kestra Advisory Services’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 		$413K Sell
3,721
-143
-4% -$15.4K ﹤0.01% 2379
2025
Q4 		$391K Buy
3,864
+190
+5% +$18.5K ﹤0.01% 2332
2025
Q3 		$362K Buy
3,674
+62
+2% +$5.76K ﹤0.01% 2293
2025
Q2 		$372K Sell
3,612
-12
-0.3% -$1.24K ﹤0.01% 2189
2025
Q1 		$354K Buy
3,624
+266
+8% +$24.1K ﹤0.01% 2054
2024
Q4 		$287K Buy
3,358
+475
+16% +$44.1K ﹤0.01% 2254
2024
Q3 		$285K Buy
2,883
+299
+12% +$32.2K ﹤0.01% 2129
2024
Q2 		$278K Buy
2,584
+404
+19% +$47.3K ﹤0.01% 2157
2024
Q1 		$284K Sell
2,180
-77
-3% -$10.1K ﹤0.01% 2032
2023
Q4 		$294K Sell
2,257
-238
-10% -$28.3K ﹤0.01% 1858
2023
Q3 		$272K Buy
2,495
+142
+6% +$15.8K ﹤0.01% 1728
2023
Q2 		$261K Buy
2,353
+7
+0.3% +$704 ﹤0.01% 1720
2023
Q1 		$223K Sell
2,346
-1,134
-33% -$99.2K ﹤0.01% 1764
2022
Q4 		$272K Buy
+3,480
New +$256K ﹤0.01% 1809

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 $528B 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 $74.9B AUM 11.27% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return