Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
US ˙ NYSE ˙ US3444191064

SecurityFMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
InstitutionOne Wealth Advisors, LLC
Latest Disclosed Ownership8,640 shares
Latest Disclosed Value $ 959,558
One Wealth Advisors, LLC reports 1.84% increase in ownership of FMX / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)

On April 21, 2026 - One Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 8,640 shares of Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock) (US:FMX) valued at $959,558 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 8,484 shares of Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock). This represents a change in shares of 1.84% during the quarter. The current value of the position is $1,058,659 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-21 2026-03-31 13F FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 8,640 156 1.84 960 11.90 0.1195
2026-02-02 2025-12-31 13F FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 8,484 1,451 20.63 857 23.67 0.1048
2025-11-03 2025-09-30 13F FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 7,033 209 3.06 694 -1.28 0.0870
2025-07-17 2025-06-30 13F FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 6,824 447 7.01 703 12.86 0.0977
2025-05-06 2025-03-31 13F FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 6,377 1,305 25.73 622 43.65 0.0929
2025-01-24 2024-12-31 13F FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 5,072 -1,720 -25.32 434 -35.37 0.0643
2024-10-16 2024-09-30 13F FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 6,792 58 0.86 670 -10.90 0.1029
2024-08-13 2024-06-30 13F FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 6,734 99 1.49 753 -12.96 0.1614
2024-04-15 2024-03-31 13F FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 6,635 1,435 27.60 864 27.62 0.1504
2024-02-13 2023-12-31 13F FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 5,200 5,200 678 0.1305
2023-11-01 2023-09-30 13F FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 0 -6,310 -100.00 0 -100.00
2023-08-14 2023-06-30 13F FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 6,310 -308 -4.65 699 11.13 0.1473
2023-05-15 2023-03-31 13F FOMENTO ECONOMICO MEXICANO S SPON ADR UNITS 344419106 6,618 -22 -0.33 630 21.43 0.1455
2023-02-14 2022-12-31 13F Fomento Economico Mexicano SAB de CV Common Stock 344419106 6,640 226 3.52 519 28.86 0.1185
2022-11-14 2022-09-30 13F Fomento Economico Mexicano SAB de CV Common Stock 344419106 6,414 78 1.23 402 -6.07 0.1315
2022-08-15 2022-06-30 13F Fomento Economico Mexicano SAB de CV Common Stock 344419106 6,336 2,621 70.55 428 38.96 0.1146
2022-05-16 2022-03-31 13F Fomento Economico Mexicano SAB de CV Common Stock 344419106 3,715 819 28.28 308 36.89 0.0754
2022-02-14 2021-12-31 13F Fomento Economico Mexicano SAB de CV Common Stock 344419106 2,896 -705 -19.58 225 -27.88 0.0571
2021-11-15 2021-09-30 13F Fomento Economico Mexicano SAB de CV Common Stock 344419106 3,601 -3 -0.08 312 2.30 0.0915
2021-08-16 2021-06-30 13F Fomento Economico Mexicano SAB de CV Common Stock 344419106 3,604 375 11.61 305 25.51 0.0966
2021-05-17 2021-03-31 13F Fomento Economico Mexicano SAB de CV Common Stock 344419106 3,229 377 13.22 243 12.50 0.0932
2021-02-16 2020-12-31 13F Fomento Economico Mexicano SAB de CV Common Stock 344419106 2,852 2,852 216 0.1173
2019-08-14 2019-06-30 13F Fomento Economico Mexicano SAB de CV Common Stock 344419106 0 -1,266 -100.00 0 -100.00
2019-05-15 2019-03-31 13F Fomento Economico Mexicano SAB de CV Common Stock 344419106 1,266 1,266 117 0.0955
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.