Position in FMX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,810,040
+$543,344 QoQ
Shares Held
25,302
+12.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 1.2054383052723106.ToString("F0")%
Shared 0.ToString("F0")%
None 98.79456169472769.ToString("F0")%
Common Shares in FMX Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026Creative Planning holds $39,387,983 across 6 Beverages - Brewers names. FMX ranks #5 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
83,534 | $12,530,100 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
177,506 | $12,313,591 | |
| 3 | SAM |
Boston Beer Co Inc
|
26,457 | $6,095,692 | |
| 4 | TAP |
Molson Coors Beverage Co
|
74,424 | $3,204,697 | |
| 5 | FMX |
Mexican Economic Development Inc
This page
|
25,302 | $2,810,040 | |
| 6 | ABEV |
Ambev S.A.
|
833,515 | $2,433,863 |
All Filings in FMX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||