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Allworth Financial’s Compañía de Cervecerías Unidas CCU Stock Holding History

Allworth Financial’s Portfolio CCU Stock Details CCU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.64K Buy
146
+111
+317% +$1.29K ﹤0.01% 4574
2026
Q1 		$398 Sell
35
-276
-89% -$3.67K ﹤0.01% 4788
2025
Q4 		$3.97K Buy
311
+122
+65% +$1.54K ﹤0.01% 3846
2025
Q3 		$2.29K Buy
189
+21
+13% +$257 ﹤0.01% 3938
2025
Q2 		$2.17K Buy
168
+20
+14% +$285 ﹤0.01% 3668
2025
Q1 		$2.3K Sell
148
-1
-0.7% -$13 ﹤0.01% 3155
2024
Q4 		$1.77K Sell
149
-300
-67% -$3.39K ﹤0.01% 3195
2024
Q3 		$5.22K Buy
449
+300
+201% +$3.36K ﹤0.01% 2550
2024
Q2 		$1.78K Buy
149
+35
+31% +$430 ﹤0.01% 2975
2024
Q1 		$1.37K Hold
114
– – ﹤0.01% 2969
2023
Q4 		$1.43K Buy
+114
New +$1.38K ﹤0.01% 2822
2022
Q4 		– Sell
-66
Closed -$1K – 3034
2022
Q3 		$1K Buy
66
+18
+38% +$199 ﹤0.01% 2331
2022
Q2 		$1K Buy
+48
New +$652 ﹤0.01% 2109

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
FC
Fundamenta Capital Montevideo $172M AUM
EF
Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Allworth Financial's CCU Position: Q2 2026 in Review

Allworth Financial increased its Compañía de Cervecerías Unidas (CCU) stake by 317% in Q2 2026, buying an estimated $1.29K and bringing the position to 146 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #4574.

Allworth Financial first reported a position in CCU in Q2 2022 and has held it in 13 quarters since. The position peaked at $5.22K in Q3 2024. 81 funds tracked by Wall St. Rank hold CCU as of Q2 2026.

  • Allworth Financial held 146 shares of Compañía de Cervecerías Unidas worth $1.64K as of Q2 2026.
  • Allworth Financial bought 111 Compañía de Cervecerías Unidas shares in Q2 2026, an estimated $1.29K.
  • Compañía de Cervecerías Unidas made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4574 holding.
  • Allworth Financial first reported a position in Compañía de Cervecerías Unidas in Q2 2022 and has held it in 13 quarters since.
  • Allworth Financial's Compañía de Cervecerías Unidas position peaked at $5.22K in Q3 2024.
  • 81 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.