Position in FMX
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$17,504,777
-$2,137,849 QoQ
Shares Held
136,863
-22.6% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#48
of 341 holders
Holding Since
Mar 2020
20 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in FMX Over Time
Shares Held
Position Value (USD)
Derivatives in FMX
reported options exposure · as of Mar 31, 2024CallValue
$31,264,800
CallShares
240,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Beverages - Brewers
Consumer Defensive · as of Jun 30, 2026BARCLAYS PLC holds $114,681,641 across 6 Beverages - Brewers names. FMX ranks #2 (15.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
462,104 | $64,274,043 | |
| 2 | FMX |
Mexican Economic Development Inc
This page
|
136,863 | $17,504,777 | |
| 3 | TAP |
Molson Coors Beverage Co
|
446,814 | $17,407,871 | |
| 4 | BUD |
Anheuser-Busch InBev SA/NV
|
159,592 | $13,150,380 | |
| 5 | SAM |
Boston Beer Co Inc
|
10,324 | $1,827,657 | |
| 6 | ABEV |
Ambev S.A.
|
164,622 | $516,913 |
All Filings in FMX
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,504,777 | 136,863 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $19,642,626 | 176,865 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $25,606,083 | 253,350 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $14,885,140 | 150,919 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $14,121,338 | 137,127 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $10,899,587 | 111,699 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $7,906,371 | 92,483 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $7,122,813 | 72,159 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $4,360,147 | 40,503 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $31,264,800 | 240,000 | Call | Sole | 2026-03-24 | |
| 2024-03-31 | $17,844,904 | 136,984 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $19,031,100 | 146,000 | Call | Sole | 2026-03-24 | |
| 2023-12-31 | $2,000,611 | 15,348 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $1,940,905 | 17,782 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $729,105 | 6,578 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $1,093,447 | 11,487 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $793,230 | 10,154 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $408,565 | 6,511 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $439,427 | 6,511 | Shares | Sole | 2022-08-12 | |
| 2021-09-30 | $1,217,808 | 14,043 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $208,570 | 2,468 | Shares | Sole | 2021-08-13 | |
| 2020-03-31 | $5,082,840 | 84,000 | Put | Sole | 2020-05-13 | |
| 2020-03-31 | $215,414 | 3,560 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||