ASSETMARK, INC

Position in FMX — Mexican Economic Development Inc

CIK 1344551 CONCORD, CA

Position in FMX

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$6,013,602

+$2,069,307 QoQ

Shares Held

47,018

+32.4% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#78

of 341 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

ASSETMARK, INC holds $15,546,448 across 6 Beverages - Brewers names. FMX ranks #1 (38.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FMX	Mexican Economic Development Inc This page	47,018	$6,013,602
2	BUD	Anheuser-Busch InBev SA/NV	55,722	$4,591,492
3	ABEV	Ambev S.A.	1,214,785	$3,814,424
4	STZ	Constellation Brands, Inc.	8,051	$1,119,813
5	TAP	Molson Coors Beverage Co	118	$4,597
6	CCU	United Breweries Co Inc	225	$2,520

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,013,602	47,018	+32.4%	Shares	Sole	2026-07-30
2026-03-31	$3,944,295	35,515	+38.8%	Shares	Sole	2026-05-06
2025-12-31	$2,586,583	25,592	+61.3%	Shares	Sole	2026-01-23
2025-09-30	$1,564,469	15,862	+40.4%	Shares	Sole	2025-11-06
2025-06-30	$1,163,674	11,300	+98.1%	Shares	Sole	2025-08-04
2025-03-31	$556,596	5,704	+41.3%	Shares	Sole	2025-05-06
2024-12-31	$345,208	4,038	+3079.5%	Shares	Sole	2025-02-06
2024-09-30	$12,536	127	+323.3%	Shares	Sole	2024-11-01
2024-06-30	$3,229	30	+20.0%	Shares	Sole	2024-08-13
2024-03-31	$3,256	25	-53.7%	Shares	Sole	2024-05-07
2023-12-31	$7,038	54	-83.6%	Shares	Sole	2024-02-09
2023-09-30	$36,019	330	+6500.0%	Shares	Sole	2023-10-27
2020-12-31	$378	5	0.0%	Shares	Sole	2021-02-10
2020-09-30	$280	5	-99.7%	Shares	Sole	2020-11-13
2020-06-30	$117,881	1,901	+72.0%	Shares	Sole	2020-08-11
2020-03-31	$66,863	1,105	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.