Capital Wealth Planning, LLC
Position in FMX — Mexican Economic Development Inc
CIK 1566728
NAPLES, FL
Position in FMX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$33,154,876
+$16,011,322 QoQ
Shares Held
259,225
+67.9% QoQ
Ownership
0.076%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#37
of 341 holders
Holding Since
Jun 2023
10 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in FMX Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Capital Wealth Planning, LLC holds $58,622,820 across 2 Beverages - Brewers names. FMX ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMX |
Mexican Economic Development Inc
This page
|
259,225 | $33,154,876 | |
| 2 | BUD |
Anheuser-Busch InBev SA/NV
|
309,077 | $25,467,944 |
All Filings in FMX
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,154,876 | 259,225 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,143,554 | 154,363 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $3,426,677 | 33,904 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,449,199 | 45,110 | Shares | Other | 2025-11-13 | |
| 2024-09-30 | $1,310,177 | 13,273 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $2,087,441 | 19,391 | Shares | Other | 2024-08-09 | |
| 2024-03-31 | $2,686,818 | 20,625 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $2,451,753 | 18,809 | Shares | Other | 2024-02-08 | |
| 2023-09-30 | $802,579 | 7,353 | Shares | Other | 2023-11-06 | |
| 2023-06-30 | $237,308 | 2,141 | Shares | Other | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||