Position in FMX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$9,709,143
-$1,736,478 QoQ
Shares Held
75,912
-26.3% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#60
of 341 holders
Holding Since
Mar 2020
26 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
$156,324,000
CallShares
1,200,000
PutValue
$156,324,000
PutShares
1,200,000
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, 2026CITIGROUP INC holds $172,832,244 across 7 Beverages - Brewers names. FMX ranks #3 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STZ |
Constellation Brands, Inc.
|
734,512 | $102,163,273 | |
| 2 | TAP |
Molson Coors Beverage Co
|
1,010,152 | $48,487,296 | |
| 3 | FMX |
Mexican Economic Development Inc
This page
|
75,912 | $9,709,143 | |
| 4 | BUD |
Anheuser-Busch InBev SA/NV
|
104,901 | $8,643,841 | |
| 5 | ABEV |
Ambev S.A.
|
752,146 | $2,361,737 | |
| 6 | SAM |
Boston Beer Co Inc
|
8,097 | $1,433,410 | |
| 7 | CCU |
United Breweries Co Inc
|
2,995 | $33,544 |
All Filings in FMX
Export CSV
28 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,709,143 | 75,912 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $11,445,621 | 103,058 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $10,882,508 | 107,673 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,310,591 | 114,677 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $176,599,883 | 1,714,895 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $40,856,842 | 418,701 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $24,766,877 | 289,705 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $63,690,945 | 645,233 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $79,440,206 | 737,949 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $242,557,136 | 1,861,957 | Shares | Defined | 2024-05-10 | |
| 2024-03-31 | $156,324,000 | 1,200,000 | Put | Defined | 2024-05-10 | |
| 2024-03-31 | $156,324,000 | 1,200,000 | Call | Defined | 2024-05-10 | |
| 2023-12-31 | $32,893,821 | 252,350 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $6,739,465 | 61,745 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $8,534,568 | 76,999 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $5,941,282 | 62,415 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $7,046,968 | 90,207 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $4,878,120 | 77,739 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $5,624,682 | 83,341 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $5,867,932 | 70,826 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $4,285,316 | 55,145 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $5,521,461 | 63,670 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $7,609,532 | 90,043 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $6,584,142 | 87,404 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $7,329,686 | 96,736 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $3,896,550 | 69,346 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,583,282 | 73,912 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $3,495,297 | 57,764 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||