Mexican Economic Development Inc
FMX- Exchange
- NYSE
- Industry
- Bottled & Canned Soft Drinks & Carbonated Waters
- SEC CIK
- 0001061736
In the last 90 days, Mexican Economic Development Inc insiders filed 1 open-market purchase and 0 sales; 343 institutions reported holding it in 13F filings for Q2 2026, worth $8.29B in total; Harris Associates (Oakmark) is the only superinvestor holding it.
13F holders, Q1 2024
Institutional positions in Mexican Economic Development Inc as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 330
- −2 vs. Q4 2023
- Shares held
- 67.0M
- −3.84M (−5.4%) vs. Q4 2023
- Total value
- $8.71B
- −$513.3M (−5.6%) vs. Q4 2023
- New holders
- 34
- 116 more added
- Sold out
- 36
- 130 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting FMX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 343 | $8.29B |
| Q1 2026 | 308 | $6.88B |
| Q4 2025 | 295 | $6.29B |
| Q3 2025 | 278 | $6.22B |
| Q2 2025 | 283 | $7.10B |
| Q1 2025 | 275 | $6.57B |
| Q4 2024 | 290 | $5.78B |
| Q3 2024 | 314 | $6.41B |
| Q2 2024 | 309 | $6.96B |
| Q1 2024 | 330 | $8.71B |
| Q4 2023 | 334 | $9.23B |
| Q3 2023 | 309 | $7.63B |
| Q2 2023 | 294 | $7.95B |
| Q1 2023 | 264 | $7.00B |
| Q4 2022 | 261 | $6.10B |
| Q3 2022 | 240 | $4.74B |
| Q2 2022 | 248 | $4.63B |
| Q1 2022 | 240 | $5.29B |
| Q4 2021 | 242 | $5.18B |
| Q3 2021 | 243 | $6.00B |
| Q2 2021 | 240 | $6.03B |
| Q1 2021 | 232 | $5.50B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Bell Investment Advisors, Inc | 5 | $652 | 0.00% | 00.0% | Unchanged |
| Horizon Investments, LLC | 6 | $775 | 0.00% | +4+200.0% | Added |
| True Wealth Design, LLC | 6 | $782 | 0.00% | +2+50.0% | Added |
| Creative Financial Designs Inc | 7 | $912 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $1.04K | 0.00% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 9 | $1.17K | 0.00% | +9 | New |
| Raffa Wealth Management, LLC | 10 | $1.30K | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 14 | $1.89K | 0.00% | +8+133.3% | Added |
| Hexagon Capital Partners LLC | 18 | $2.35K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 23 | $3.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 25 | $3.26K | 0.00% | −29−53.7% | Reduced |
| Rakuten Securities, Inc. | 34 | $4.43K | 0.00% | +34 | New |
| SRS Capital Advisors, Inc. | 35 | $4.51K | 0.00% | 00.0% | Unchanged |
| ORG Partners LLC | 40 | $5.18K | 0.01% | +40 | New |
| Macroview Investment Management LLC | 40 | $5.21K | 0.01% | +40 | New |
| Benjamin F. Edwards & Company, Inc. | 43 | $6.00K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 62 | $8.08K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 65 | $8.47K | 0.00% | −54−45.4% | Reduced |
| Frazier Financial Advisors, LLC | 68 | $8.86K | 0.01% | +54+385.7% | Added |
| Arlington Trust Co LLC | 72 | $9.38K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 74 | $9.64K | 0.00% | +27+57.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 81 | $10.6K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 94 | $12.0K | 0.00% | +12+14.6% | Added |
| Northwestern Mutual Wealth Management Co | 96 | $12.5K | 0.00% | +30+45.5% | Added |
| Financial Perspectives, Inc | 100 | $13.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 119 | $15.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 127 | $16.5K | 0.00% | +81+176.1% | Added |
| FinTrust Capital Advisors, LLC | 130 | $16.9K | 0.00% | −30−18.8% | Reduced |
| Bessemer Group Inc | 138 | $18.0K | 0.00% | +138 | New |
| Johnson Financial Group, Inc. | 146 | $19.0K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 151 | $19.7K | 0.00% | −300−66.5% | Reduced |
| Farther Finance Advisors, LLC | 167 | $21.7K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 168 | $21.9K | 0.00% | +41+32.3% | Added |
| Allworth Financial LP | 201 | $26.2K | 0.00% | +3+1.5% | Added |
| Global Retirement Partners, LLC | 221 | $28.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 221 | $28.8K | 0.01% | +97+78.2% | Added |
| JTC Employer Solutions Trusteee Ltd | 250 | $33.0K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 260 | $33.9K | 0.00% | +260 | New |
| Pin Oak Investment Advisors Inc | 259 | $34.0K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 263 | $34.3K | 0.00% | −333−55.9% | Reduced |
| Operose Advisors LLC | 269 | $35.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 276 | $36.0K | 0.00% | −39−12.4% | Reduced |
| Smartleaf Asset Management LLC | 284 | $37.0K | 0.01% | +284 | New |
| Cape Investment Advisory, Inc. | 290 | $37.8K | 0.02% | −164−36.1% | Reduced |
| Lindbrook Capital, LLC | 339 | $44.2K | 0.00% | +9+2.7% | Added |
| Pinnacle Bancorp, Inc. | 429 | $55.9K | 0.02% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 466 | $60.7K | 0.00% | +180+62.9% | Added |
| Van Eck Associates Corp | 496 | $65.0K | 0.00% | +178+56.0% | Added |
| Bartlett & Co. Wealth Management LLC | 525 | $68.4K | 0.00% | −260−33.1% | Reduced |
| Rosenberg Matthew Hamilton | 582 | $75.5K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 601 | $78.3K | 0.01% | −129−17.7% | Reduced |
| Clearstead Advisors, LLC | 767 | $93.6K | 0.00% | +519+209.3% | Added |
| Umb Bank N A | 734 | $95.6K | 0.00% | −349−32.2% | Reduced |
| CWM, LLC | 743 | $97.0K | 0.00% | +384+107.0% | Added |
| Parallel Advisors, LLC | 782 | $101.8K | 0.00% | +41+5.5% | Added |
| Trust Co of Vermont | 800 | $104.2K | 0.01% | 00.0% | Unchanged |
| State of Wyoming | 800 | $104.2K | 0.02% | +800 | New |
| First Horizon Advisors, Inc. | 1,122 | $146.2K | 0.00% | −11−1.0% | Reduced |
| EverSource Wealth Advisors, LLC | 1,279 | $150.5K | 0.01% | +105+8.9% | Added |
| Cullen/Frost Bankers, Inc. | 1,200 | $156.3K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,201 | $156.4K | 0.00% | +181+17.7% | Added |
| Natixis | 1,300 | $169.4K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 1,369 | $178.3K | 0.01% | +1,369 | New |
| Riverview Trust Co | 1,434 | $186.8K | 0.14% | +1,434 | New |
| Sit Investment Associates Inc | 1,575 | $205.0K | 0.00% | 00.0% | Unchanged |
| Blue Square Asset Management, LLC | 1,574 | $205.0K | 0.14% | −7,835−83.3% | Reduced |
| Legal & General Group Plc | 1,575 | $205.2K | 0.00% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 1,582 | $206.1K | 0.08% | +1,582 | New |
| Flow Traders U.S. LLC | 1,613 | $210.0K | 0.01% | −592−26.8% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 1,625 | $211.8K | 0.02% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 1,649 | $214.8K | 0.06% | 00.0% | Unchanged |
| Old National Bancorp | 1,653 | $215.3K | 0.01% | +47+2.9% | Added |
| SG Americas Securities, LLC | 1,711 | $223.0K | 0.00% | −6,825−80.0% | Reduced |
| Insigneo Advisory Services, LLC | 1,785 | $232.5K | 0.03% | −232−11.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 1,826 | $237.9K | 0.01% | +325+21.7% | Added |
| Brown Advisory Inc | 1,859 | $242.2K | 0.00% | 00.0% | Unchanged |
| Beverly Hills Private Wealth, LLC | 1,867 | $243.2K | 0.06% | −67−3.5% | Reduced |
| Riverbridge Partners LLC | 1,892 | $246.5K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 1,893 | $247.0K | 0.00% | −5,110−73.0% | Reduced |
| Veriti Management LLC | 1,903 | $247.9K | 0.02% | −2,210−53.7% | Reduced |
| Tudor Investment Corp Et Al | 1,904 | $248.0K | 0.00% | +1,904 | New |
| Shilanski & Associates, Inc. | 1,908 | $248.6K | 0.09% | −12−0.6% | Reduced |
| Ballentine Partners, LLC | 1,915 | $249.5K | 0.00% | −95−4.7% | Reduced |
| MAI Capital Management | 1,947 | $253.7K | 0.00% | −73−3.6% | Reduced |
| Old Mission Capital LLC | 1,980 | $257.9K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 1,995 | $259.9K | 0.00% | +91+4.8% | Added |
| Klingenstein Fields & Co LP | 2,010 | $261.8K | 0.01% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 2,018 | $263.0K | 0.01% | +47+2.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 2,047 | $266.7K | 0.04% | −5−0.2% | Reduced |
| Summitry LLC | 2,048 | $266.8K | 0.01% | +2,048 | New |
| TD Private Client Wealth LLC | 2,057 | $268.0K | 0.01% | +151+7.9% | Added |
| Lester Murray Antman dba SimplyRich | 2,088 | $273.0K | 0.09% | 00.0% | Unchanged |
| Wrapmanager Inc | 2,096 | $273.0K | 0.08% | −37−1.7% | Reduced |
| HBK Sorce Advisory LLC | 2,100 | $273.6K | 0.01% | −378−15.3% | Reduced |
| Claro Advisors LLC | 2,149 | $280.0K | 0.05% | +318+17.4% | Added |
| Kestra Advisory Services, LLC | 2,180 | $284.0K | 0.00% | −77−3.4% | Reduced |
| Mercer Global Advisors Inc | 2,241 | $292.0K | 0.00% | +618+38.1% | Added |
| Grey Street Capital, LLC | 2,283 | $297.4K | 0.04% | +2,283 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 2,350 | $306.1K | 0.00% | +550+30.6% | Added |
| Greenleaf Trust | 2,404 | $313.2K | 0.00% | +9+0.4% | Added |