Captrust Financial Advisors Mexican Economic Development Inc Transaction History

Captrust Financial Advisors

$38.8 Billion
Q1 2025

A detailed history of Captrust Financial Advisors transactions in Mexican Economic Development Inc stock. As of the latest transaction made, Captrust Financial Advisors holds 16,001 shares of FMX stock, worth $1.71 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

16,001

Previous 21,796 26.59%

Holding current value

$1.71 Million

Previous $1.86 Million 16.21%

% of portfolio

0.0%

Previous 0.01%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	$81.23 - $100.59 $470,727 - $582,919	-5,795 Reduced 26.59%	16,001 $1.56 Million
Q4 2024 Feb 14, 2025	SELL	$84.71 - $99.68 $15,840 - $18,640	-187 Reduced 0.85%	21,796 $1.86 Million
Q3 2024 Nov 14, 2024	SELL	$98.71 - $118.83 $125,164 - $150,676	-1,268 Reduced 5.45%	21,983 $2.17 Million
Q2 2024 Aug 14, 2024	SELL	$105.82 - $129.65 $36,507 - $44,729	-345 Reduced 1.46%	23,251 $2.5 Million
Q1 2024 May 15, 2024	SELL	$118.41 - $142.16 $958,765 - $1.15 Million	-8,097 Reduced 25.55%	23,596 $3.07 Million
Q4 2023 Feb 14, 2024	BUY	$100.42 - $132.57 $537,749 - $709,912	5,355 Added 20.33%	31,693 $4.13 Million
Q3 2023 Nov 14, 2023	BUY	$106.93 - $118.67 $1.78 Million - $1.97 Million	16,603 Added 170.55%	26,338 $2.87 Million
Q2 2023 Aug 14, 2023	SELL	$93.05 - $111.19 $54,155 - $64,712	-582 Reduced 5.64%	9,735 $1.08 Million
Q1 2023 May 15, 2023	SELL	$77.82 - $95.19 $3,968 - $4,854	-51 Reduced 0.49%	10,317 $982,000
Q4 2022 Feb 15, 2023	BUY	$62.7 - $80.07 $3,699 - $4,724	59 Added 0.57%	10,368 $810,000
Q3 2022 Nov 16, 2022	SELL	$59.08 - $68.71 $110,243 - $128,212	-1,866 Reduced 15.33%	10,309 $647,000
Q2 2022 Aug 23, 2022	SELL	$67.16 - $83.0 $46,340 - $57,270	-690 Reduced 5.36%	12,175 $822,000
Q2 2022 Aug 16, 2022	BUY	$67.16 - $83.0 $527,877 - $652,380	7,860 Added 157.04%	12,865 $868,000
Q1 2022 May 16, 2022	BUY	$73.69 - $83.84 $45,761 - $52,064	621 Added 14.17%	5,005 $415,000
Q4 2021 Feb 14, 2022	BUY	$69.55 - $86.11 $7,163 - $8,869	103 Added 2.41%	4,384 $341,000
Q3 2021 Nov 16, 2021	SELL	$81.74 - $89.51 $5,231 - $5,728	-64 Reduced 1.47%	4,281 $371,000
Q2 2021 Aug 16, 2021	SELL	$76.87 - $86.55 $61,342 - $69,066	-798 Reduced 15.52%	4,345 $367,000
Q1 2021 May 17, 2021	SELL	$68.05 - $76.89 $15,923 - $17,992	-234 Reduced 4.35%	5,143 $387,000
Q4 2020 Feb 16, 2021	BUY	$53.5 - $78.0 $9,897 - $14,430	185 Added 3.56%	5,377 $407,000
Q3 2020 Nov 17, 2020	BUY	$54.32 - $62.48 $12,330 - $14,182	227 Added 4.57%	5,192 $290,000
Q2 2020 Aug 14, 2020	BUY	$55.83 - $74.43 $104,792 - $139,705	1,877 Added 60.78%	4,965 $308,000
Q1 2020 May 15, 2020	BUY	$57.39 - $97.6 $11,478 - $19,520	200 Added 6.93%	3,088 $182,000
Q4 2019 Feb 14, 2020	BUY	$88.33 - $96.83 $255,097 - $279,645	2,888 New	2,888 $278,000

Others Institutions Holding FMX

# of Institutions

310

Shares Held

67.4M

Call Options Held

107K

Put Options Held

78.2K

View Full List

About MEXICAN ECONOMIC DEVELOPMENT INC

Ticker FMX
Exchange NYSE
Sector Consumer Defensive
Industry Beverages—Brewers
Shares Outstandng 357,823,008
Market Cap $38.1B
Description
Fomento Económico Mexicano, S.A.B. de C.V., through its subsidiaries, operates as a bottler of Coca-Cola trademark beverages. The company produces, markets, and distributes Coca-Cola trademark beverages in Mexico, Guatemala, Nicaragua, Costa Rica, Panama, Colombia, Venezuela, Brazil, Argentina, and Uruguay. It also operates small-box retail chai...

More about FMX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Captrust Financial Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Captrust Financial Advisors with notifications on news.

Account

Captrust Financial Advisors Mexican Economic Development Inc Transaction History