Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
DE ˙ DB ˙ US3444191064
104,00 € ↑1,00 (0,97%)
2026-06-05
DEL PRIS
SecurityDE:FOMA / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)
InstitutionEverSource Wealth Advisors, LLC
Latest Disclosed Ownership1,875 shares
Latest Disclosed Value $ 208,195
EverSource Wealth Advisors, LLC reports 40.98% increase in ownership of FOMA / Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock)

On May 15, 2026 - EverSource Wealth Advisors, LLC filed a 13F-HR/A form disclosing ownership of 1,875 shares of Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock) (DE:FOMA) valued at $175,312 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,330 shares of Fomento Económico Mexicano, S.A.B. de C.V. - Depositary Receipt (Common Stock). This represents a change in shares of 40.98% during the quarter. The current value of the position is $195,000 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F/A-1 FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS ADR 344419106 1,875 545 40.98 208 55.22 0.0010
2026-05-14 2026-03-31 13F FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS ADR 344419106 4,601 3,271 238 0.0013
2026-02-06 2025-12-31 13F FOMENTO ECONOMICO MEXICANO S A SPON ADR UNITS ADR 344419106 1,330 96 7.78 134 10.74 0.0049
2025-11-10 2025-09-30 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 1,234 78 6.75 122 1.68 0.0048
2025-08-13 2025-06-30 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 1,156 438 61.00 119 70.00 0.0054
2025-05-13 2025-03-31 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 718 46 6.85 70 22.81 0.0038
2025-02-10 2024-12-31 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 672 -56 -7.69 57 -19.72 0.0032
2024-11-08 2024-09-30 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 728 -496 -40.52 72 -47.01 0.0046
2024-08-13 2024-06-30 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 1,224 -55 -4.30 135 -10.67 0.0090
2024-06-11 2024-03-31 13F/A-1 FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 1,279 105 8.94 151 -1.96 0.0118
2024-05-13 2024-03-31 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 1,174 0 153 0.0140
2024-02-09 2023-12-31 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 1,174 72 6.53 153 27.50 0.0140
2023-11-03 2023-09-30 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 1,102 -5 -0.45 120 -1.64 0.0128
2023-08-04 2023-06-30 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 1,107 44 4.14 123 20.79 0.0135
2023-05-11 2023-03-31 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 1,063 -22 -2.03 101 20.24 0.0126
2023-02-09 2022-12-31 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 1,085 67 6.58 85 33.33 0.0128
2022-11-07 2022-09-30 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 1,018 962 1,717.86 63 1,475.00 0.0144
2022-08-01 2022-06-30 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 56 -118 -67.82 4 -71.43 0.0010
2022-05-25 2022-03-31 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 174 7 4.19 14 7.69 0.0036
2022-02-17 2021-12-31 13F/A-1 FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 167 167 13 0.0036
2022-02-07 2021-12-31 13F FOMENTO ECONOMICO MEXICANO SAB SPON ADR UNITS ADR 344419106 167 167 13 0.0036
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.