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Klein Pavlis & Peasley Financial’s Fomento Económico Mexicano FMX Stock Holding History

Klein Pavlis & Peasley Financial’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 		$4.79M Sell
37,482
-2,549
-6% -$307K 2.5% 11
2026
Q1 		$4.45M Sell
40,031
-951
-2% -$102K 2.46% 11
2025
Q4 		$4.14M Sell
40,982
-2,276
-5% -$221K 2.44% 13
2025
Q3 		$4.27M Buy
43,258
+2,825
+7% +$263K 2.62% 11
2025
Q2 		$4.16M Buy
40,433
+2,389
+6% +$247K 2.78% 10
2025
Q1 		$3.81M Buy
38,044
+9,868
+35% +$893K 2.74% 11
2024
Q4 		$2.41M Buy
28,176
+2,669
+10% +$248K 1.95% 17
2024
Q3 		$2.52M Buy
25,507
+1,402
+6% +$151K 2.02% 16
2024
Q2 		$2.59M Buy
24,105
+5,505
+30% +$644K 2.3% 13
2024
Q1 		$2.42M Buy
18,600
+13,238
+247% +$1.73M 2.19% 15
2023
Q4 		$699K Buy
+5,362
New +$638K 0.65% 57

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

Klein Pavlis & Peasley Financial's FMX Position: Q2 2026 in Review

Klein Pavlis & Peasley Financial reduced its Fomento Económico Mexicano (FMX) stake by 6.4% in Q2 2026, selling an estimated $307K and leaving 37,482 shares worth $4.79M. The position accounts for 2.5% of the portfolio, ranked #11.

Klein Pavlis & Peasley Financial first reported a position in FMX in Q4 2023 and has held it in 11 quarters since. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Klein Pavlis & Peasley Financial held 37,482 shares of Fomento Económico Mexicano worth $4.79M as of Q2 2026.
  • Klein Pavlis & Peasley Financial sold 2,549 Fomento Económico Mexicano shares in Q2 2026, an estimated $307K.
  • Fomento Económico Mexicano made up 2.5% of Klein Pavlis & Peasley Financial's portfolio in Q2 2026, its #11 holding.
  • Klein Pavlis & Peasley Financial first reported a position in Fomento Económico Mexicano in Q4 2023 and has held it in 11 quarters since.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q2 2026, filed 23 Jul 2026.