Position in FMX
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$2,635,897
+$506,152 QoQ
Shares Held
23,734
+12.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 99.20788741889272.ToString("F0")%
Shared 0.ToString("F0")%
None 0.7921125811072722.ToString("F0")%
Common Shares in FMX Over Time
Shares Held
Position Value (USD)
Position in Beverages - Brewers
Consumer Defensive · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $42,112,888 across 5 Beverages - Brewers names. FMX ranks #4 (6.3% of the industry book) .
All Filings in FMX
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,635,897 | 23,734 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $2,129,745 | 21,072 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,700,675 | 17,243 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $3,695,436 | 35,885 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,415,299 | 14,504 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,185,232 | 13,864 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,231,801 | 12,479 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,327,324 | 12,330 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,256,145 | 17,319 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,452,274 | 18,813 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,015,313 | 9,302 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,099,754 | 9,922 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,098,207 | 11,537 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,011,654 | 12,950 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $269,448 | 4,294 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $288,519 | 4,275 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $349,792 | 4,222 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $338,426 | 4,355 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $399,084 | 4,602 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $380,378 | 4,501 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $289,567 | 3,844 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $237,387 | 3,133 | Shares | Defined | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||