Kovitz Investment Group Partners, LLC Mexican Economic Development Inc Transaction History

Kovitz Investment Group Partners, LLC

$15 Billion
Q3 2024

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 08, 2023	SELL	$93.05 - $111.19 $65,135 - $77,833	-700 Reduced 27.13%	1,880 $208,000
Q1 2023 May 11, 2023	BUY	$77.82 - $95.19 $200,775 - $245,590	2,580 New	2,580 $246,000
Q2 2022 Aug 02, 2022	SELL	$67.16 - $83.0 $176,630 - $218,290	-2,630 Closed	0 $0
Q1 2022 Apr 22, 2022	SELL	$73.69 - $83.84 $250,914 - $285,475	-3,405 Reduced 56.42%	2,630 $218,000
Q4 2021 Feb 04, 2022	BUY	$69.55 - $86.11 $226,733 - $280,718	3,260 Added 117.48%	6,035 $457,000
Q3 2021 Oct 28, 2021	SELL	$81.74 - $89.51 $49,044 - $53,706	-600 Reduced 17.78%	2,775 $241,000
Q2 2021 Aug 04, 2021	SELL	$76.87 - $86.55 $171,420 - $193,006	-2,230 Reduced 39.79%	3,375 $285,000
Q1 2021 May 06, 2021	SELL	$68.05 - $76.89 $22,456 - $25,373	-330 Reduced 5.56%	5,605 $422,000
Q4 2020 Feb 12, 2021	SELL	$53.5 - $78.0 $124,387 - $181,350	-2,325 Reduced 28.15%	5,935 $450,000
Q3 2020 Nov 10, 2020	SELL	$54.32 - $62.48 $31,234 - $35,926	-575 Reduced 6.51%	8,260 $464,000
Q2 2020 Aug 12, 2020	SELL	$55.83 - $74.43 $189,822 - $253,062	-3,400 Reduced 27.79%	8,835 $548,000
Q1 2020 May 15, 2020	SELL	$57.39 - $97.6 $152,657 - $259,615	-2,660 Reduced 17.86%	12,235 $740,000
Q4 2019 Feb 13, 2020	SELL	$88.33 - $96.83 $11,924 - $13,072	-135 Reduced 0.9%	14,895 $1.41 Million
Q3 2019 Nov 14, 2019	SELL	$85.06 - $98.46 $59,542 - $68,922	-700 Reduced 4.45%	15,030 $1.38 Million
Q2 2019 Aug 14, 2019	SELL	$92.81 - $99.57 $17,169 - $18,420	-185 Reduced 1.16%	15,730 $1.52 Million
Q1 2019 May 15, 2019	BUY	$87.13 - $94.31 $1.39 Million - $1.5 Million	15,915 New	15,915 $1.47 Million

Others Institutions Holding FMX

# of Institutions

340

Shares Held

66.2M

Call Options Held

102K

Put Options Held

104K

First Eagle Investment Management, LLC

10.5M
Shares

$917 Million
2.16% of portfolio
Harding Loevner LP Bridgewater, NJ

6.34M
Shares

$553 Million
3.66% of portfolio
Royal Bank Of Canada Toronto, A6

4.99M
Shares

$436 Million
0.1% of portfolio
Baillie Gifford & CO

4.31M
Shares

$376 Million
0.32% of portfolio
Schroder Investment Management Group London, X0

3.51M
Shares

$307 Million
0.37% of portfolio

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 $31.2B
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...

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