Clearstead Advisors, LLC
Position in FMX — Mexican Economic Development Inc
CIK 842775
CLEVELAND, OH
Position in FMX
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$42,718
+$26,837 QoQ
Shares Held
334
+133.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#273
of 341 holders
Holding Since
Sep 2023
9 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, 2026Clearstead Advisors, LLC holds $472,989 across 5 Beverages - Brewers names. FMX ranks #3 (9.0% of the industry book) .
All Filings in FMX
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $42,718 | 334 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $15,881 | 143 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $14,453 | 143 | Shares | Sole | 2026-02-09 | |
| 2024-12-31 | $51,379 | 601 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $59,324 | 601 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $82,567 | 767 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $99,917 | 767 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $32,326 | 248 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,728 | 25 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||