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 2026
Institutional positions in Mexican Economic Development Inc as of Mar 31, 2026. 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
- 308
- +18 vs. Q4 2025
- Shares held
- 62.1M
- +443.6K (+0.7%) vs. Q4 2025
- Total value
- $6.88B
- +$653.5M (+10.5%) vs. Q4 2025
- New holders
- 40
- 115 more added
- Sold out
- 22
- 91 more reduced
5 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Mexican Economic Development Inc; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 1 | $111 | 0.00% | +1 | New |
| Abound Wealth Management | 3 | $334 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 5 | $555 | 0.00% | +2+66.7% | Added |
| Central Trust Co | 5 | $556 | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 6 | $666 | 0.00% | −1−14.3% | Reduced |
| Stone House Investment Management, LLC | 6 | $666 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 7 | $777 | 0.00% | 00.0% | Unchanged |
| SHP Wealth Management | 8 | $888 | 0.00% | +8 | New |
| Parkside Financial Bank & Trust | 9 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 10 | $1.11K | 0.00% | 00.0% | Unchanged |
| EFG International AG | 10 | $1.11K | 0.00% | +10 | New |
| Cornerstone Financial Management LLC | 12 | $1.33K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 13 | $1.44K | 0.00% | 00.0% | Unchanged |
| Brown, Lisle/Cummings, Inc. | 14 | $1.55K | 0.00% | +14 | New |
| Bare Financial Services, Inc | 16 | $1.78K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 18 | $2.00K | 0.00% | +18 | New |
| Coston, McIsaac & Partners | 21 | $2.00K | 0.00% | 00.0% | Unchanged |
| Bravera Wealth | 21 | $2.33K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 23 | $2.56K | 0.00% | −31−57.4% | Reduced |
| Raleigh Capital Management Inc. | 24 | $2.67K | 0.00% | +24 | New |
| Capital Analysts, LLC | 31 | $3.00K | 0.00% | −44−58.7% | Reduced |
| Richardson Capital Management LLC | 29 | $3.22K | 0.00% | +29 | New |
| North Star Investment Management Corp. | 30 | $3.33K | 0.00% | 00.0% | Unchanged |
| Country Trust Bank | 36 | $4.00K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 39 | $4.33K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 41 | $4.55K | 0.00% | +19+86.4% | Added |
| MidFirst Bank | 45 | $5.00K | 0.00% | −1,166−96.3% | Reduced |
| True Wealth Design, LLC | 45 | $5.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 46 | $5.11K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 47 | $5.22K | 0.00% | 00.0% | Unchanged |
| Hara Capital LLC | 50 | $5.55K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 50 | $5.55K | 0.00% | +50 | New |
| Atlantic Edge Private Wealth Management, LLC | 60 | $6.66K | 0.00% | +60 | New |
| Park Place Capital Corp | 62 | $6.89K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 64 | $7.11K | 0.00% | +4+6.7% | Added |
| Bell Investment Advisors, Inc | 75 | $8.33K | 0.00% | +45+150.0% | Added |
| Acumen Wealth Advisors, LLC | 76 | $8.44K | 0.00% | +76 | New |
| Highline Wealth Partners LLC | 81 | $9.00K | 0.00% | +20+32.8% | Added |
| TD Waterhouse Canada Inc. | 88 | $9.94K | 0.00% | 00.0% | Unchanged |
| Smithfield Trust Co | 82 | $10.0K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 83 | $10.0K | 0.00% | +1+1.2% | Added |
| Nisa Investment Advisors, LLC | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Triumph Capital Management | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 100 | $11.1K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 119 | $13.2K | 0.00% | −33−21.7% | Reduced |
| Twin Peaks Wealth Advisors, LLC | 122 | $13.5K | 0.00% | +122 | New |
| Clearstead Advisors, LLC | 143 | $15.9K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 148 | $16.4K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 151 | $16.8K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 180 | $20.0K | 0.00% | −204−53.1% | Reduced |
| GAMMA Investing LLC | 185 | $20.5K | 0.00% | +30+19.4% | Added |
| Advisory Services Network, LLC | 186 | $20.7K | 0.00% | +186 | New |
| UMA Financial Services, Inc. | 192 | $21.3K | 0.00% | 00.0% | Unchanged |
| Westside Investment Management, Inc. | 200 | $22.9K | 0.00% | 00.0% | Unchanged |
| Operose Advisors LLC | 246 | $27.3K | 0.01% | +246 | New |
| V-Square Quantitative Management LLC | 248 | $27.5K | 0.00% | +248 | New |
| Pin Oak Investment Advisors Inc | 259 | $29.0K | 0.02% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 271 | $30.1K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 314 | $34.9K | 0.00% | −498−61.3% | Reduced |
| Bessemer Group Inc | 312 | $35.0K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 341 | $37.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 397 | $44.1K | 0.00% | +42+11.8% | Added |
| Banque Transatlantique SA | 399 | $44.9K | 0.00% | 00.0% | Unchanged |
| Vanguard Global Advisers, LLC | 407 | $45.2K | 0.00% | +407 | New |
| Steward Partners Investment Advisory, LLC | 410 | $45.5K | 0.00% | +20+5.1% | Added |
| Pinnacle Bancorp, Inc. | 429 | $47.6K | 0.01% | 00.0% | Unchanged |
| Van Eck Associates Corp | 441 | $49.0K | 0.00% | −442−50.1% | Reduced |
| Banque Cantonale Vaudoise | 457 | $51.0K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 468 | $52.0K | 0.00% | +467+46,700.0% | Added |
| National Bank of Canada | 476 | $52.9K | 0.00% | +11+2.4% | Added |
| Atlas Capital Advisors LLC | 499 | $55.4K | 0.01% | 00.0% | Unchanged |
| Mather Group, LLC. | 504 | $56.0K | 0.00% | +504 | New |
| Basecamp Wealth Advisors LLC | 669 | $74.3K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 737 | $81.9K | 0.00% | +4+0.5% | Added |
| Rosenberg Matthew Hamilton | 758 | $84.2K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 768 | $85.3K | 0.00% | +374+94.9% | Added |
| CWM Advisors, LLC | 835 | $92.7K | 0.01% | +11+1.3% | Added |
| Bayforest Capital Ltd | 848 | $94.2K | 0.11% | −948−52.8% | Reduced |
| Farther Finance Advisors, LLC | 916 | $103.6K | 0.00% | +32+3.6% | Added |
| CWM, LLC | 934 | $103.7K | 0.00% | +501+115.7% | Added |
| Parallel Advisors, LLC | 1,113 | $123.7K | 0.00% | +433+63.7% | Added |
| Cullen/Frost Bankers, Inc. | 1,200 | $133.3K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 1,226 | $136.2K | 0.01% | −20−1.6% | Reduced |
| Simplex Trading, LLC | 1,306 | $145.0K | 0.00% | +1,306 | New |
| UBS Asset Management Americas Inc | 1,313 | $145.8K | 0.00% | +1,286+4,763.0% | Added |
| Mondrian Investment Partners LTD | 1,422 | $157.9K | 0.00% | +177+14.2% | Added |
| State of Wyoming | 1,503 | $166.9K | 0.02% | −1,260−45.6% | Reduced |
| Legal & General Group Plc | 1,575 | $174.9K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 1,575 | $175.0K | 0.00% | 00.0% | Unchanged |
| Walleye Trading LLC | 1,732 | $192.4K | 0.00% | −7,151−80.5% | Reduced |
| Rockefeller Capital Management L.P. | 1,780 | $197.7K | 0.00% | +478+36.7% | Added |
| Pitcairn Wealth Advisors LLC | 2,015 | $203.7K | 0.02% | +2,015 | New |
| Colony Group, LLC | 1,864 | $207.0K | 0.00% | +1,864 | New |
| EverSource Wealth Advisors, LLC | 1,875 | $208.2K | 0.01% | +545+41.0% | Added |
| QRG Capital Management, Inc. | 1,918 | $213.1K | 0.00% | +1,918 | New |
| Smartleaf Asset Management LLC | 2,068 | $223.6K | 0.01% | +505+32.3% | Added |
| Peapack Gladstone Financial Corp | 2,017 | $224.0K | 0.00% | +2,017 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 2,020 | $224.3K | 0.00% | 00.0% | Unchanged |
| First Affirmative Financial Network | 2,030 | $225.5K | 0.09% | +2,030 | New |
| Insigneo Advisory Services, LLC | 2,094 | $232.6K | 0.02% | +29+1.4% | Added |