Value Partners Investments’s Fomento Económico Mexicano FMX Stock Holding History

Value Partners 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 Q2	$16.1M	Sell	125,783 -11,326	-8%	-$1.37M	1.12%	20
2026 Q1	$15.2M	Hold	137,109	–	–	1.16%	21
2025 Q4	$13.9M	Hold	137,109	–	–	1.06%	20
2025 Q3	$13.5M	Buy	137,109 +41,400	+43%	+$3.85M	1.1%	19
2025 Q2	$9.86M	Buy	95,709 +109	+0.1%	+$11.2K	0.77%	24
2025 Q1	$9.34M	Buy	+95,600	New	+$8.65M	0.81%	23
2021 Q4	–	Sell	-2,376	Closed	-$205K	–	79
2021 Q3	$205K	Buy	+2,376	New	+$204K	0.02%	76

Other funds holding FMX

Northcape Capital Sydney, Australia $742M AUM 2.34% 1-Year Est. Return

Perpetual Ltd Sydney, New South Wales, Australia $7B AUM 19.75% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return

Contravisory Investment Management Norwell, Massachusetts $566M AUM 42.93% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return