EverSource Wealth Advisors, LLC
Position in FMX — Mexican Economic Development Inc
CIK 1710537
BIRMINGHAM, AL
Position in FMX
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$124,955
-$83,278 QoQ
Shares Held
977
-47.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#253
of 341 holders
Holding Since
Dec 2021
19 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, 2026EverSource Wealth Advisors, LLC holds $776,858 across 7 Beverages - Brewers names. FMX ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BUD |
Anheuser-Busch InBev SA/NV
|
3,248 | $267,631 | |
| 2 | TAP |
Molson Coors Beverage Co
|
5,412 | $210,849 | |
| 3 | FMX |
Mexican Economic Development Inc
This page
|
977 | $124,955 | |
| 4 | STZ |
Constellation Brands, Inc.
|
749 | $104,176 | |
| 5 | SAM |
Boston Beer Co Inc
|
223 | $39,475 | |
| 6 | ABEV |
Ambev S.A.
|
8,612 | $27,040 | |
| 7 | CCU |
United Breweries Co Inc
|
244 | $2,732 |
All Filings in FMX
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $124,955 | 977 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $208,233 | 1,875 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $134,419 | 1,330 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $121,707 | 1,234 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $119,042 | 1,156 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $70,060 | 718 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $57,447 | 672 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $71,858 | 728 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $131,762 | 1,224 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $166,613 | 1,279 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $153,028 | 1,174 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $120,281 | 1,102 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $122,698 | 1,107 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $101,186 | 1,063 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $84,759 | 1,085 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $63,879 | 1,018 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $3,779 | 56 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $14,415 | 174 | Shares | Sole | 2022-05-25 | |
| 2021-12-31 | $12,977 | 167 | Shares | Sole | 2022-02-17 | |
| No filing history on record for this holder in this stock. | ||||||