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, Q2 2024
Institutional positions in Mexican Economic Development Inc as of Jun 30, 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
- 309
- −16 vs. Q1 2024
- Shares held
- 64.7M
- −1.70M (−2.6%) vs. Q1 2024
- Total value
- $6.96B
- −$1.67B (−19.4%) vs. Q1 2024
- New holders
- 40
- 81 more added
- Sold out
- 56
- 138 more reduced
5 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Concord Wealth Partners | 1 | $54 | 0.00% | −167−99.4% | Reduced |
| Bell Investment Advisors, Inc | 5 | $539 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $754 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 8 | $862 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 8 | $862 | 0.00% | +2+33.3% | Added |
| SYSTM Wealth Solutions LLC | 9 | $969 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.08K | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 15 | $1.61K | 0.00% | +15 | New |
| Frazier Financial Advisors, LLC | 18 | $1.94K | 0.00% | −50−73.5% | Reduced |
| Hexagon Capital Partners LLC | 18 | $1.94K | 0.00% | 00.0% | Unchanged |
| Sunbelt Securities, Inc. | 23 | $2.48K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 27 | $2.91K | 0.00% | +27 | New |
| IFP Advisors, Inc | 29 | $3.12K | 0.00% | −234−89.0% | Reduced |
| Assetmark, Inc | 30 | $3.23K | 0.00% | +5+20.0% | Added |
| Rakuten Securities, Inc. | 34 | $3.66K | 0.00% | 00.0% | Unchanged |
| Benjamin F. Edwards & Company, Inc. | 38 | $4.00K | 0.00% | −5−11.6% | Reduced |
| GAMMA Investing LLC | 39 | $4.20K | 0.00% | −35−47.3% | Reduced |
| SRS Capital Advisors, Inc. | 41 | $4.40K | 0.00% | +6+17.1% | Added |
| Opal Wealth Advisors, LLC | 46 | $4.95K | 0.00% | +46 | New |
| Central Trust Co | 50 | $5.38K | 0.00% | +50 | New |
| JFS Wealth Advisors, LLC | 54 | $5.81K | 0.00% | −11−16.9% | Reduced |
| Citadel Advisors LLC | 55 | $5.92K | 0.00% | −34,410−99.8% | Reduced |
| Huntington National Bank | 59 | $6.35K | 0.00% | −68−53.5% | Reduced |
| RFP Financial Group LLC | 62 | $6.67K | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 72 | $7.75K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 77 | $8.35K | 0.00% | −3,509−97.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 81 | $8.72K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 82 | $9.00K | 0.00% | −12−12.8% | Reduced |
| Financial Perspectives, Inc | 100 | $10.8K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 100 | $10.8K | 0.00% | +100 | New |
| LRI Investments, LLC | 119 | $12.8K | 0.00% | +119 | New |
| Washington Trust Advisors, Inc. | 119 | $12.8K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 123 | $13.2K | 0.01% | −167−57.6% | Reduced |
| FinTrust Capital Advisors, LLC | 130 | $14.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 137 | $14.7K | 0.00% | −329−70.6% | Reduced |
| Bessemer Group Inc | 138 | $15.0K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 146 | $15.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 151 | $16.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 158 | $17.0K | 0.00% | +62+64.6% | Added |
| Farther Finance Advisors, LLC | 160 | $17.3K | 0.00% | −7−4.2% | Reduced |
| Global Retirement Partners, LLC | 221 | $23.8K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 221 | $23.8K | 0.01% | 00.0% | Unchanged |
| Allworth Financial LP | 212 | $24.7K | 0.00% | +11+5.5% | Added |
| JTC Employer Solutions Trusteee Ltd | 250 | $27.0K | 0.00% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 259 | $28.0K | 0.03% | 00.0% | Unchanged |
| Operose Advisors LLC | 269 | $29.0K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 290 | $31.2K | 0.00% | +14+5.1% | Added |
| Mather Group, LLC. | 260 | $33.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 324 | $34.9K | 0.00% | −15−4.4% | Reduced |
| Pinnacle Bancorp, Inc. | 429 | $46.2K | 0.01% | 00.0% | Unchanged |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 430 | $50.8K | 0.00% | +430 | New |
| Van Eck Associates Corp | 496 | $53.0K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. Wealth Management LLC | 525 | $56.5K | 0.00% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 582 | $63.1K | 0.02% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 601 | $64.7K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 640 | $67.9K | 0.01% | +356+125.4% | Added |
| Parallel Advisors, LLC | 660 | $71.1K | 0.00% | −122−15.6% | Reduced |
| Umb Bank N A | 716 | $77.1K | 0.00% | −18−2.5% | Reduced |
| State of Wyoming | 757 | $81.5K | 0.01% | −43−5.4% | Reduced |
| Clearstead Advisors, LLC | 767 | $82.6K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 800 | $86.1K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 899 | $96.8K | 0.00% | −470−34.3% | Reduced |
| CWM, LLC | 956 | $103.0K | 0.00% | +213+28.7% | Added |
| Principal Securities, Inc. | 970 | $104.4K | 0.00% | −2,183−69.2% | Reduced |
| First Horizon Advisors, Inc. | 1,108 | $119.4K | 0.00% | −14−1.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,200 | $129.2K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,224 | $135.0K | 0.01% | −55−4.3% | Reduced |
| Natixis | 1,300 | $139.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 1,434 | $154.4K | 0.15% | 00.0% | Unchanged |
| Contravisory Investment Management, Inc. | 1,516 | $163.2K | 0.04% | +1,516 | New |
| Barometer Capital Management Inc. | 1,535 | $163.8K | 0.06% | +1,535 | New |
| Quantbot Technologies LP | 1,542 | $166.0K | 0.01% | +1,542 | New |
| Legal & General Group Plc | 1,575 | $169.5K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,575 | $170.0K | 0.00% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 1,879 | $202.3K | 0.07% | −29−1.5% | Reduced |
| Riverbridge Partners LLC | 1,892 | $203.7K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 1,910 | $205.6K | 0.00% | −37−1.9% | Reduced |
| TD Private Client Wealth LLC | 1,921 | $206.8K | 0.01% | −136−6.6% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 1,935 | $208.0K | 0.00% | −624−24.4% | Reduced |
| Old National Bancorp | 1,991 | $214.3K | 0.01% | +338+20.4% | Added |
| HBK Sorce Advisory LLC | 2,010 | $216.4K | 0.01% | −90−4.3% | Reduced |
| Klingenstein Fields & Co LP | 2,010 | $216.4K | 0.01% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 2,010 | $216.4K | 0.00% | −231−10.3% | Reduced |
| Advisor Group Holdings, Inc. | 2,032 | $218.8K | 0.00% | −801−28.3% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 2,044 | $220.0K | 0.03% | −3−0.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 2,088 | $224.0K | 0.07% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,147 | $227.9K | 0.00% | +2,147 | New |
| Fielder Capital Group LLC | 2,251 | $242.3K | 0.09% | +2,251 | New |
| Whittier Trust Co of Nevada Inc | 2,275 | $244.9K | 0.01% | +449+24.6% | Added |
| Diversify Advisory Services, LLC | 2,216 | $248.9K | 0.01% | −4,020−64.5% | Reduced |
| Greenleaf Trust | 2,395 | $257.8K | 0.00% | −9−0.4% | Reduced |
| EntryPoint Capital, LLC | 2,492 | $268.3K | 0.12% | +2,492 | New |
| HRT Financial LP | 2,499 | $269.0K | 0.00% | +2,499 | New |
| RFG Advisory, LLC | 2,525 | $271.8K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 2,533 | $272.7K | 0.05% | +2,533 | New |
| Victory Capital Management Inc | 2,544 | $273.9K | 0.00% | −243,236−99.0% | Reduced |
| Kestra Advisory Services, LLC | 2,584 | $278.2K | 0.00% | +404+18.5% | Added |
| Janney Montgomery Scott LLC | 2,636 | $284.0K | 0.00% | −53−2.0% | Reduced |
| Peapack Gladstone Financial Corp | 2,676 | $288.0K | 0.00% | −97−3.5% | Reduced |
| Summitry LLC | 2,730 | $293.9K | 0.02% | +682+33.3% | Added |