Northcape Capital Pty Ltd FMX FOMENTO ECONOMICO MEXICANO S

Ownership history in Northcape Capital Pty Ltd  ·  37 quarters on record

AI Ownership Summary

Northcape Capital Pty Ltd reported FOMENTO ECONOMICO MEXICANO S (FMX) in 37 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 6.33% in 2026 Q1. The latest visible filing shows FMX at 6.33% 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 Northcape Capital Pty Ltd'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 6.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
6.33% in 2026 Q1

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.

How Northcape Capital Pty Ltd 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 ADDED 494,108 +45,669 +10.2% 6.33% $54.9M 2026-05-05 $121.29
2025 Q4 ADDED 448,439 +58,920 +15.1% 5.34% $46.3M 2026-01-21 $102.07
2025 Q3 ADDED 389,519 +28,667 +7.9% 5.31% $38.4M 2025-10-22 $94.51
2025 Q2 ADDED 360,852 +20,816 +6.1% 4.73% $37.2M 2025-07-22 $96.90
2024 Q4 REDUCED 340,036 -6,133 -1.8% 4.65% $29.1M 2025-01-08 $78.64
2024 Q3 ADDED 346,169 +3,125 +0.9% 5.06% $34.2M 2024-10-11 $91.59
2024 Q2 ADDED 343,044 +7,638 +2.3% 5.49% $36.9M 2024-07-17 $109.26
2024 Q1 ADDED 335,406 +148,391 +79.3% 5.02% $43.7M 2024-04-30 $108.36
2023 Q4 ADDED 187,015 +6,786 +3.8% 2.89% $24.4M 2024-01-18 $120.96
28 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Northcape Capital Pty Ltd and FMX

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

How long has Northcape Capital Pty Ltd reported owning FMX?

Northcape Capital Pty Ltd reported FMX across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported FMX position in Northcape Capital Pty Ltd's portfolio?

The largest reported portfolio weight for FMX was 6.33% in 2026 Q1.

What is the latest reported FMX position on this page?

The most recent filing on this page is 2026 Q1, when Northcape Capital Pty Ltd reported 494,108 shares, equal to 6.33% of portfolio, with an estimated market value of $54.9M.

What does the chart on this FMX ownership page compare?

The chart compares Northcape Capital Pty Ltd'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 Northcape Capital Pty Ltd time their FMX position?

Based on 13F filing dates vs. subsequent FMX price moves, Northcape Capital Pty Ltd correctly timed 17 out of 35 reported position changes (49%). The annualised alpha on FMX relative to SPY over the holding period was -6.5%.

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