NYSE · Consumer Staples

Fomento Economico Mex Sponsore FMX

Fomento Económico Mexicano, S.A.B. de C.V., through its subsidiaries, operates as a franchise bottler of Coca-Cola trademark beverages worldwide. The company operates through Coca-Cola FEMSA, Proximity Americas Division, Proximity Europe Division, Health Division, Fuel Division, and Others segments.

Beverages (Production/Distribution)

Company profile

Business mix

  • The company operates through Coca-Cola FEMSA, Proximity Americas Division, Proximity Europe Division, Health Division, Fuel Division, and Others segments.
  • It produces, markets, and distributes Coca-Cola trademark beverages in Mexico, Guatemala, Nicaragua, Costa Rica, Panama, Colombia, Venezuela, Brazil, Argentina, and Uruguay.
  • The company also operates small-box retail chain stores in Mexico, Colombia, Peru, Chile, Brazil, and the United States under the OXXO name.
  • In addition, the company provides transport logistics and maintenance services in Mexico, Brazil, and Colombia.

Current key questions

  • Can consumer demand, pricing, traffic, and channel execution support growth in beverages - brewers?
  • How do input costs, promotions, inventory, and brand strength affect margins?
  • Does management convert scale, store or digital reach, and capital allocation into higher per-share value?
Holders 3 Current sample portfolio
Public mentions 0 Videos / interviews / letters
Valuation snapshot
PE 24.02 FCF 7.58% Buyback 4.62%
2026-06-07

Current firm holders

Firm Weight Value Filing period
First Eagle legacy Jean-Marie Eveillard 1.9% $1.4B 2026-03-31
Baillie Gifford legacy James Anderson 0.3% $337.4M 2026-03-31
Oakmark / Harris Associates Bill Nygren 0.3% $249.2M 2026-03-31

Recent trading changes over the last 3 quarters

Net buyers 2 Last 3 13F filing periods
Net reducers 1 Last 3 13F filing periods
Unchanged holders 1 Share count unchanged
Increase amount $292.4M Estimated from net added shares
Reduction amount $135.4M Estimated from net reduced shares
Net share change / base shares +8.4% +1,413,453 / 16,770,216
Oakmark / Harris Associates Bill Nygren 3 filing periods
13F 2025-09-30 Filed 2025-11-14
New Shares - 13F value change +$266.9M
13F 2025-12-31 Filed 2026-02-17
Minor reduction Shares -0.1% 13F value change +$6.5M
13F 2026-03-31 Filed 2026-05-15
Major reduction Shares -17.0% 13F value change -$24.2M
Settlement As of 13F 2026-03-31 · Filed 2026-05-15
Base shares 0 Last 3 periods +2,243,620 (New) Total shares 2,243,620 Value $249.2M
First Eagle legacy Jean-Marie Eveillard 3 filing periods
13F 2025-09-30 Filed 2025-11-12
Minor reduction Shares -0.0% 13F value change -$54.9M
13F 2025-12-31 Filed 2026-02-04
Minor reduction Shares -0.0% 13F value change +$30.4M
13F 2026-03-31 Filed 2026-05-12
Minor increase Shares 3.2% 13F value change +$168.8M
Settlement As of 13F 2026-03-31 · Filed 2026-05-12
Base shares 12,512,881 Last 3 periods +389,372 (+3.1%) Total shares 12,902,253 Value $1.4B
Baillie Gifford legacy James Anderson 3 filing periods
13F 2025-09-30 Filed 2025-10-31
Minor reduction Shares -11.9% 13F value change -$68.3M
13F 2025-12-31 Filed 2026-01-23
Minor reduction Shares -6.8% 13F value change -$16.8M
13F 2026-03-31 Filed 2026-05-08
Minor reduction Shares -13.1% 13F value change -$16.0M
Settlement As of 13F 2026-03-31 · Filed 2026-05-08
Base shares 4,257,335 Last 3 periods -1,219,539 (-28.6%) Total shares 3,037,796 Value $337.4M
GQG Partners Rajiv Jain 2 filing periods
13F 2025-06-30 Filed 2025-08-13
New Shares - 13F value change +$387.2M
13F 2025-09-30 Filed 2025-11-13
Sold out Shares -100.0% 13F value change -$387.2M
Settlement As of 13F 2025-09-30 · Filed 2025-11-13
Base shares 0 Last 3 periods +0 (New) Total shares 0 Value $0

Recent mentions

No public mentions.