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FMX · COST in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • FMX
  • COST
010203040202120222023202420252026
Holders and value by quarter
QuarterFMXCOST
Q3 20206 holders, $610m32 holders, $15.4bn
Q4 20204 holders, $818m30 holders, $15.3bn
Q1 20214 holders, $787m29 holders, $13.4bn
Q2 20214 holders, $886m25 holders, $15.5bn
Q3 20214 holders, $901m25 holders, $16.9bn
Q4 20213 holders, $627m27 holders, $20.5bn
Q1 20224 holders, $692m32 holders, $19.9bn
Q2 20224 holders, $650m30 holders, $15.8bn
Q3 20225 holders, $824m33 holders, $16.0bn
Q4 20228 holders, $1.2bn33 holders, $32.7bn
Q1 20235 holders, $1.2bn29 holders, $14.9bn
Q2 20235 holders, $1.5bn37 holders, $16.0bn
Q3 20236 holders, $1.6bn30 holders, $16.8bn
Q4 20236 holders, $2.0bn26 holders, $20.1bn
Q1 20245 holders, $1.9bn29 holders, $21.5bn
Q2 20243 holders, $1.5bn31 holders, $24.7bn
Q3 20245 holders, $1.5bn28 holders, $24.7bn
Q4 20245 holders, $1.5bn34 holders, $26.0bn
Q1 20255 holders, $1.8bn35 holders, $28.2bn
Q2 20257 holders, $1.9bn36 holders, $29.4bn
Q3 20256 holders, $1.9bn35 holders, $26.7bn
Q4 20254 holders, $1.9bn40 holders, $34.6bn
Q1 20265 holders, $2.0bn40 holders, $36.1bn
Q2 20265 holders, $2.5bn38 holders, $35.5bn
FMX

Fomento Economico Mexicano S

Holders
5
Reported value
$1.9bn
Buyers
1
Sellers
5

Breadth -4 among 93 comparable managers.

COST

Costco Wholesale Corporation

Holders
29
Reported value
$21.5bn
Buyers
13
Sellers
15

Breadth -2 among 93 comparable managers.

Who holds both, Q1 2024

Among the 32 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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