CAPTRUST FINANCIAL ADVISORS
Position in FMX — Mexican Economic Development Inc
CIK 1512024
RALEIGH, NC
Position in FMX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,488,372
-$882,203 QoQ
Shares Held
11,637
-45.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#134
of 343 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in FMX Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026CAPTRUST FINANCIAL ADVISORS holds $11,271,380 across 6 Beverages - Brewers names. FMX ranks #4 (13.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABEV |
Ambev S.A.
|
1,377,103 | $4,324,103 | |
| 2 | STZ |
Constellation Brands, Inc.
|
18,479 | $2,570,244 | |
| 3 | TAP |
Molson Coors Beverage Co
|
46,925 | $1,828,198 | |
| 4 | FMX |
Mexican Economic Development Inc
This page
|
11,637 | $1,488,372 | |
| 5 | BUD |
Anheuser-Busch InBev SA/NV
|
9,400 | $774,560 | |
| 6 | SAM |
Boston Beer Co Inc
|
1,615 | $285,903 |
All Filings in FMX
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,488,372 | 11,637 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,370,575 | 21,345 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,332,581 | 32,973 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,769,520 | 17,941 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $1,742,112 | 16,917 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,561,377 | 16,001 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,863,340 | 21,796 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,169,941 | 21,983 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,502,970 | 23,251 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,073,850 | 23,596 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $4,131,182 | 31,693 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,874,792 | 26,338 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $1,079,027 | 9,735 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $982,075 | 10,317 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $809,948 | 10,368 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $646,889 | 10,309 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $821,690 | 12,175 | Shares | Sole | 2022-08-23 | |
| 2022-03-31 | $414,664 | 5,005 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $340,680 | 4,384 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $371,248 | 4,281 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $367,195 | 4,345 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $387,422 | 5,143 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $407,415 | 5,377 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $291,738 | 5,192 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $307,879 | 4,965 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $186,854 | 3,088 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||