Integrated Wealth Concepts LLC
Position in FMX — Mexican Economic Development Inc
CIK 1737109
WALTHAM, MA
Position in FMX
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$221,906
-$760,073 QoQ
Shares Held
1,735
-86.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#237
of 341 holders
Holding Since
Mar 2020
5 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, 2026Integrated Wealth Concepts LLC holds $3,818,274 across 7 Beverages - Brewers names. FMX ranks #4 (5.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
13,944 | $1,939,470 | |
| 2 | TAP |
Molson Coors Beverage Co
|
24,125 | $1,158,000 | |
| 3 | BUD |
Anheuser-Busch InBev SA/NV
|
3,796 | $312,790 | |
| 4 | FMX |
Mexican Economic Development Inc
This page
|
1,735 | $221,906 | |
| 5 | ABEV |
Ambev S.A.
|
29,761 | $93,449 | |
| 6 | SAM |
Boston Beer Co Inc
|
489 | $86,567 | |
| 7 | CCU |
United Breweries Co Inc
|
544 | $6,092 |
All Filings in FMX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $221,906 | 1,735 | Shares | Sole | 2026-08-12 | |
| 2020-12-31 | $981,979 | 12,960 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $652,309 | 11,609 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $688,311 | 11,100 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $536,360 | 8,864 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||