Position in FMX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,645,404
+$835,364 QoQ
Shares Held
28,502
+12.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#100
of 341 holders
Holding Since
Mar 2022
17 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, 2026Creative Planning holds $43,365,009 across 7 Beverages - Brewers names. FMX ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
|
224,061 | $18,462,626 | |
| 2 | STZ |
Constellation Brands, Inc.
|
72,122 | $10,031,448 | |
| 3 | TAP |
Molson Coors Beverage Co
|
136,414 | $5,314,688 | |
| 4 | FMX |
Mexican Economic Development Inc
This page
|
28,502 | $3,645,404 | |
| 5 | ABEV |
Ambev S.A.
|
1,146,398 | $3,599,688 | |
| 6 | SAM |
Boston Beer Co Inc
|
12,350 | $2,186,320 | |
| 7 | CCU |
United Breweries Co Inc
|
11,146 | $124,835 |
All Filings in FMX
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,645,404 | 28,502 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $2,810,040 | 25,302 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $2,266,696 | 22,427 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,944,983 | 19,720 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,774,241 | 17,229 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,888,368 | 19,352 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,783,577 | 20,863 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,871,837 | 18,963 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $2,233,305 | 20,746 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $3,444,468 | 26,441 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $2,379,538 | 18,255 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,756,878 | 16,096 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,742,293 | 15,719 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $1,440,891 | 15,137 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,054,229 | 13,495 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $745,281 | 11,877 | Shares | Sole | 2022-11-03 | |
| 2022-03-31 | $16,238 | 196 | Shares | Sole | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||