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 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 $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

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

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 Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.18B AUM 46.57% 1-Year Est. Return