Position in FMX
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,809,944
+$326,338 QoQ
Shares Held
16,297
+11.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 87.70325826839296.ToString("F0")%
Shared 0.ToString("F0")%
None 12.296741731607044.ToString("F0")%
Common Shares in FMX Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026Ethic Inc. holds $14,767,701 across 5 Beverages - Brewers names. FMX ranks #4 (12.3% of the industry book) .
All Filings in FMX
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,809,944 | 16,297 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,483,606 | 14,679 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,244,513 | 12,618 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,305,374 | 12,676 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,146,760 | 11,752 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $762,741 | 8,922 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,287,079 | 13,039 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,164,880 | 10,821 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,698,590 | 13,039 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,598,612 | 12,264 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,365,903 | 12,514 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,243,735 | 11,221 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,455,074 | 15,286 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,106,179 | 14,160 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $643,187 | 10,250 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $482,620 | 7,151 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $628,003 | 7,580 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $373,241 | 4,803 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $288,170 | 3,323 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $297,728 | 3,523 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||