Cordatus Wealth Management LLC FMX — FOMENTO ECONOMICO MEXICANO S

Ownership history in Cordatus Wealth Management LLC  ·  4 quarters on record

AI Ownership Summary

Cordatus Wealth Management LLC reported FOMENTO ECONOMICO MEXICANO S (FMX) in 4 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.16% in 2024 Q2. The latest visible filing shows FMX at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FMX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Cordatus Wealth Management LLC's position in FOMENTO ECONOMICO MEXICANO S, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

FMX was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.16% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FMX stock page Cordatus Wealth Management LLC fund profile Cordatus Wealth Management LLC full holdings
How Cordatus Wealth Management LLC held FMX — position size vs. price
% of Fund (quarterly)    FMX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 2,187 -1,853 -45.9% 0.06% $259K 2026-10-19 $126.93
2024 Q3 UNCHANGED — — — 4,040 — 0% 0.14% $399K 2024-10-28 $89.69
2024 Q2 REDUCED 10.2% -7.5% ✅ 4,040 -461 -10.2% 0.16% $435K 2024-07-18 $104.68
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FMX

As of 2026 Q3 — sorted by position size

Northcape Capital Pty Ltd 3Y 7Y 7.54% KLEIN PAVLIS & PEASLEY FINANCIAL, INC. 2.37% Ninety One North America, Inc. 3Y 7Y 1.26% Value Partners Investments Inc. 3Y 1.03% Councilmark Asset Management, LLC 0.54% Baker Ellis Asset Management LLC 3Y 7Y 0.43% Robeco Institutional Asset Management B.V. 3Y 7Y 0.34% Ninety One UK Ltd 3Y 7Y 0.22% Burns Matteson Capital Management, LLC 0.14% NLB Skladi, upravljanje premozenja, d.o.o. 0.13%

FAQ About Cordatus Wealth Management LLC and FMX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Cordatus Wealth Management LLC reported owning FMX?

Cordatus Wealth Management LLC reported FMX across 3 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported FMX position in Cordatus Wealth Management LLC's portfolio?

The largest reported portfolio weight for FMX was 0.16% in 2024 Q2.

What is the latest reported FMX position on this page?

The most recent filing on this page is 2026 Q3, when Cordatus Wealth Management LLC reported 2,187 shares, equal to 0.06% of portfolio, with an estimated market value of $259K.

What does the chart on this FMX ownership page compare?

The chart compares Cordatus Wealth Management LLC's quarterly FMX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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