Position in FMX
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$7,967,658
+$4,228,490 QoQ
Shares Held
62,296
+85.0% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#70
of 341 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in FMX Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026LPL Financial LLC holds $51,687,215 across 7 Beverages - Brewers names. FMX ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
127,162 | $17,686,962 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
178,422 | $14,701,972 | |
| 3 | FMX |
Mexican Economic Development Inc
This page
|
62,296 | $7,967,658 | |
| 4 | ABEV |
Ambev S.A.
|
1,721,555 | $5,405,682 | |
| 5 | TAP |
Molson Coors Beverage Co
|
101,779 | $4,885,392 | |
| 6 | SAM |
Boston Beer Co Inc
|
4,212 | $745,650 | |
| 7 | CCU |
United Breweries Co Inc
|
26,241 | $293,899 |
All Filings in FMX
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,967,658 | 62,296 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,739,168 | 33,668 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,725,945 | 36,865 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $3,093,431 | 31,364 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,146,412 | 20,843 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,717,310 | 17,599 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,230,286 | 14,391 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $733,514 | 7,431 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $613,820 | 5,702 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $913,453 | 7,012 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $653,314 | 5,012 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $524,793 | 4,808 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||