Position in FMX
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$6,267
+$1,270 QoQ
Shares Held
49
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#304
of 341 holders
Holding Since
Dec 2022
15 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, 2026True Wealth Design, LLC holds $151,381 across 4 Beverages - Brewers names. FMX ranks #3 (4.1% of the industry book) .
All Filings in FMX
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,267 | 49 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $4,997 | 45 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $4,548 | 45 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $4,339 | 44 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $720 | 7 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $780 | 8 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $598 | 7 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $789 | 8 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $861 | 8 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $781 | 6 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $521 | 4 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $327 | 3 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $332 | 3 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $285 | 3 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $234 | 3 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||