Position in FMX
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$754,993
+$109,846 QoQ
Shares Held
5,903
+1.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#173
of 341 holders
Holding Since
Mar 2022
16 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FMX Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026Caprock Group, LLC holds $2,669,385 across 4 Beverages - Brewers names. FMX ranks #2 (28.3% of the industry book) .
All Filings in FMX
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $754,993 | 5,903 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $645,147 | 5,809 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $596,515 | 5,902 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $518,103 | 5,253 | Shares | Sole | 2025-11-06 | |
| 2025-03-31 | $611,436 | 6,266 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $524,652 | 6,137 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $780,302 | 7,905 | Shares | Sole | 2024-11-07 | |
| 2024-03-31 | $531,110 | 4,077 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $522,703 | 4,010 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $404,619 | 3,707 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $368,653 | 3,326 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $406,651 | 4,272 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $317,479 | 4,064 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $275,849 | 4,396 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $243,908 | 3,614 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $217,729 | 2,628 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||