Itau Unibanco Holding S.A. FMX — FOMENTO ECONOMICO MEXICANO S

Ownership history in Itau Unibanco Holding S.A.  ·  35 quarters on record

AI Ownership Summary

Itau Unibanco Holding S.A. reported FOMENTO ECONOMICO MEXICANO S (FMX) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 8.21% in 2023 Q4. The latest visible filing shows FMX at 0.99% 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 Itau Unibanco Holding S.A.'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 Q1

FMX was reported at 0.99% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
8.21% in 2023 Q4

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Itau Unibanco Holding S.A. fund profile Itau Unibanco Holding S.A. full holdings
How Itau Unibanco Holding S.A. 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 409,557 — 0% 0.99% $41.4M 2026-05-14 $122.24
2025 Q4 REDUCED 33.3% +9.9% ❌ 409,557 -204,331 -33.3% 0.99% $41.4M 2026-02-13 $112.61
2025 Q2 REDUCED 44.8% -1.6% ✅ 613,888 -498,148 -44.8% 1.32% $34.8M 2025-08-08 $85.51
2025 Q1 ADDED — — — 1,112,036 +570,640 +105.4% 3.95% $106K 2025-05-14 $98.95
2024 Q4 REDUCED 32.5% +15.4% ❌ 541,396 -260,433 -32.5% 1.44% $46.3M 2025-02-14 $86.41
2024 Q3 REDUCED 37.8% -12.7% ✅ 801,829 -487,457 -37.8% 2.61% $79.1M 2024-11-14 $85.52
2024 Q2 REDUCED 5.6% -7.5% ✅ 1,289,286 -75,881 -5.6% 5.47% $134.0M 2024-08-13 $103.54
2024 Q1 REDUCED 31.8% -16.1% ✅ 1,365,167 -637,845 -31.8% 7.32% $171.3M 2024-05-14 $111.24
2023 Q4 ADDED — — — 2,003,012 +792,533 +65.5% 8.21% $249.5M 2024-02-14 $129.76
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FMX

As of 2026 Q1 — sorted by position size

Skerryvore Asset Management Ltd 25.66% Cook & Bynum Capital Management, LLC 3Y 7Y 20.88% Fundamenta Capital S.A. 8.0% HARDING LOEVNER LP 3Y 7Y 6.35% Northcape Capital Pty Ltd 3Y 7Y 6.33% ABS Direct Equity Fund LLC 5.54% INCA Investments LLC 3Y 7Y 4.34% Black Creek Investment Management Inc. 3Y 7Y 3.51% ALTRINSIC GLOBAL ADVISORS LLC 3Y 7Y 3.28% Templeton & Phillips Capital Management, LLC 3Y 2.46%

FAQ About Itau Unibanco Holding S.A. and FMX

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

How long has Itau Unibanco Holding S.A. reported owning FMX?

Itau Unibanco Holding S.A. reported FMX across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FMX position in Itau Unibanco Holding S.A.'s portfolio?

The largest reported portfolio weight for FMX was 8.21% in 2023 Q4.

What is the latest reported FMX position on this page?

The most recent filing on this page is 2026 Q1, when Itau Unibanco Holding S.A. reported 409,557 shares, equal to 0.99% of portfolio, with an estimated market value of $41.4M.

What does the chart on this FMX ownership page compare?

The chart compares Itau Unibanco Holding S.A.'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.

How well did Itau Unibanco Holding S.A. time their FMX position?

Based on 13F filing dates vs. subsequent FMX price moves, Itau Unibanco Holding S.A. correctly timed 15 out of 33 reported position changes (45%). The annualised alpha on FMX relative to SPY over the holding period was -9.6%.

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