CONFLUENCE INVESTMENT MANAGEMENT LLC
Position in FMX — Mexican Economic Development Inc
CIK 1442056
ST. LOUIS, MO
Position in FMX
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$390,844
+$87,984 QoQ
Shares Held
2,979
+9.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#5
of 16 holders
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in FMX Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026CONFLUENCE INVESTMENT MANAGEMENT LLC holds $22,675,831 across 2 Beverages - Brewers names. FMX ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
159,566 | $22,284,987 | |
| 2 | FMX |
Mexican Economic Development Inc
This page
|
2,979 | $390,844 |
All Filings in FMX
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,844 | 2,979 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $302,860 | 2,727 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $266,420 | 2,636 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $259,988 | 2,636 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $279,487 | 2,714 | Shares | Sole | 2025-07-01 | |
| 2025-03-31 | $280,054 | 2,870 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $260,915 | 3,052 | Shares | Sole | 2025-01-02 | |
| 2024-09-30 | $301,262 | 3,052 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $327,148 | 3,039 | Shares | Sole | 2024-07-01 | |
| 2024-03-31 | $400,840 | 3,077 | Shares | Sole | 2024-04-01 | |
| 2023-12-31 | $412,948 | 3,168 | Shares | Sole | 2024-11-05 | |
| 2023-09-30 | $345,787 | 3,168 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $381,400 | 3,441 | Shares | Sole | 2023-07-03 | |
| 2023-03-31 | $327,548 | 3,441 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $244,203 | 3,126 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $218,809 | 3,487 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $235,337 | 3,487 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $240,679 | 2,905 | Shares | Sole | 2022-04-04 | |
| 2021-12-31 | $229,399 | 2,952 | Shares | Sole | 2022-01-04 | |
| 2021-09-30 | $290,858 | 3,354 | Shares | Sole | 2021-10-04 | |
| 2021-06-30 | $280,911 | 3,324 | Shares | Sole | 2021-07-01 | |
| 2021-03-31 | $258,758 | 3,435 | Shares | Sole | 2021-04-05 | |
| 2020-12-31 | $247,692 | 3,269 | Shares | Sole | 2021-01-25 | |
| 2020-06-30 | $211,578 | 3,412 | Shares | Sole | 2020-07-01 | |
| No filing history on record for this holder in this stock. | ||||||