Rockefeller Capital Management
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Rockefeller Capital Management’s Fomento Económico Mexicano FMX Stock Holding History

Rockefeller Capital Management’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 		$212K Sell
1,661
-119
-7% -$14.3K ﹤0.01% 2576
2026
Q1 		$198K Buy
1,780
+478
+37% +$51.4K ﹤0.01% 2504
2025
Q4 		$132K Buy
1,302
+1,290
+10,750% +$125K ﹤0.01% 2579
2025
Q3 		$1.27K Buy
+12
New +$1.11K ﹤0.01% 4154
2023
Q1 		– Sell
-5,296
Closed -$413K – 2650
2022
Q4 		$413K Hold
5,296
– – ﹤0.01% 1349
2022
Q3 		$332K Sell
5,296
-5,261
-50% -$331K ﹤0.01% 1427
2022
Q2 		$712K Buy
10,557
+128
+1% +$9.47K ﹤0.01% 1117
2022
Q1 		$864K Buy
10,429
+77
+0.7% +$6.07K ﹤0.01% 1104
2021
Q4 		$804K Buy
10,352
+13
+0.1% +$1.02K ﹤0.01% 1129
2021
Q3 		$896K Buy
10,339
+311
+3% +$26.7K ﹤0.01% 1041
2021
Q2 		$847K Sell
10,028
-17
-0.2% -$1.39K ﹤0.01% 994
2021
Q1 		$756K Buy
10,045
+17
+0.2% +$1.24K 0.01% 880
2020
Q4 		$759K Buy
10,028
+1
+0% +$67 0.01% 772
2020
Q3 		$563K Buy
10,027
+2,000
+25% +$117K 0.01% 748
2020
Q2 		$498K Buy
8,027
+7,962
+12,249% +$507K 0.01% 701
2020
Q1 		$4K Sell
65
-1
-2% -$85 ﹤0.01% 2010
2019
Q4 		$6K Buy
66
+18
+38% +$1.66K ﹤0.01% 1738
2019
Q3 		$4K Sell
48
-36
-43% -$3.32K ﹤0.01% 1677
2019
Q2 		$8K Sell
84
-215
-72% -$20.8K ﹤0.01% 1308
2019
Q1 		$28K Buy
+299
New +$27.3K ﹤0.01% 1110

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

Rockefeller Capital Management's FMX Position: Q2 2026 in Review

Rockefeller Capital Management reduced its Fomento Económico Mexicano (FMX) stake by 6.7% in Q2 2026, selling an estimated $14.3K and leaving 1,661 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #2576.

Rockefeller Capital Management first reported a position in FMX in Q1 2019 and has held it in 20 quarters since. The position peaked at $896K in Q3 2021. 344 funds tracked by Wall St. Rank hold FMX as of Q2 2026.

  • Rockefeller Capital Management held 1,661 shares of Fomento Económico Mexicano worth $212K as of Q2 2026.
  • Rockefeller Capital Management sold 119 Fomento Económico Mexicano shares in Q2 2026, an estimated $14.3K.
  • Fomento Económico Mexicano made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #2576 holding.
  • Rockefeller Capital Management first reported a position in Fomento Económico Mexicano in Q1 2019 and has held it in 20 quarters since.
  • Rockefeller Capital Management's Fomento Económico Mexicano position peaked at $896K in Q3 2021.
  • 344 funds tracked by Wall St. Rank held Fomento Económico Mexicano as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.