CWA Asset Management Group 13F: Cuts MELI Stake by $2M

CWA Asset Management Group reduced its holdings in MercadoLibre, Inc. MELI by 10.1%, according to a Form 13F filed with the Securities and Exchange Commission on October 19, 2026.

MELI MercadoLibre, Inc.

$1,879.50 ▼ -4.77% year to date

1M 3M YTD

Daily close · Oct 20, 2026

What Changed in CWA Asset Management Group's MercadoLibre Position

The fund trimmed its stake by 1,148 shares during the period, leaving it with 10,192 shares. The remaining position carried a reported value of $17,617,178 at the time of the filing. In the previous quarter, the firm held 11,340 shares.

Other Institutional Activity in MercadoLibre

Other large funds made sizable adjustments to their MercadoLibre holdings around the same time. Eagle Capital Management grew its holdings by 374,388 shares, ending with 785,937 shares worth about $1.32 billion. CTC grew its holdings by 7,351 shares, ending with 15,056 shares worth about $26.1 million. James Hambro & Partners cut its holdings by 1,310 shares, ending with 7,136 shares worth about $12.3 million. Euro Pacific Asset Management grew its holdings by 750 shares, ending with 1,052 shares worth about $2.04 million. D1 Capital Partners L.P. grew its holdings by 149,194 shares, ending with 373,675 shares worth about $628.9 million.

MercadoLibre, Inc. Stock Up 2.5%

MercadoLibre shares recently traded around $1,879.82, up about 2.2% from an event close of $1,839.72 on October 19, 2026.

Recent Earnings

MercadoLibre posted trailing twelve month revenue of $35.18 billion alongside trailing twelve month earnings of $36.32 per share. The company reported a net profit margin of 5.3% and a return on equity of 27.5%. The next earnings report is scheduled for November 4, 2026.

Insider Buying and Selling at MercadoLibre, Inc.

Company insiders executed several transactions prior to the filing. On December 12, 2025, Director Henrique Vasoncelos Dubugras sold 845 shares at an average price of $2,028.14 for a total of $1,713,778. On February 27, 2026, Officer Marcelo Melamud bought 57 shares at $1,755.77 for $100,079. On May 22, 2026, Director Alejandro Nicolas Aguzin bought 600 shares valued at $993,556. Later, on June 11, 2026, Officer Marcelo Melamud bought 124 shares at $1,604.62 for $200,000.

Analysts Set New Price Targets

Wall Street firms updated their views ahead of the filing. On August 11, 2026, JP Morgan maintained a Neutral rating and raised its price target to $2,150.00 from $1,900.00. On September 3, 2026, BTIG reiterated a Buy rating with a $2,150.00 price target. On October 6, 2026, Susquehanna maintained a Positive rating and raised its price target to $2,500.00 from $2,400.00. On October 12, 2026, Cantor Fitzgerald maintained an Overweight rating and lowered its price target to $2,200.00 from $2,300.00. On October 13, 2026, Citigroup maintained a Neutral rating and lowered its price target to $2,100.00 from $2,150.00.

About MercadoLibre

MercadoLibre operates online commerce and financial technology platforms across Latin America, connecting buyers and sellers through its marketplace while providing digital payment solutions.

Bottom Line

Investors will watch for the company's upcoming earnings report scheduled for November 4, 2026, to gauge ongoing performance across its e-commerce and fintech segments.