Carson Wealth (CWM LLC)’s Compañía de Cervecerías Unidas CCU Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$1.88K	Hold	166	–	–	﹤0.01%	5294
2025 Q4	$2K	Buy	166 +28	+20%	+$354	﹤0.01%	5057
2025 Q3	$2K	Hold	138	–	–	﹤0.01%	4979
2025 Q2	$2K	Buy	+138	New	+$1.96K	﹤0.01%	4856
2024 Q3	–	Sell	-51	Closed	-$1K	–	4858
2024 Q2	$1K	Sell	51 -1,120	-96%	-$13.8K	﹤0.01%	4331
2024 Q1	$14K	Sell	1,171 -671	-36%	-$8.03K	﹤0.01%	3126
2023 Q4	$23K	Buy	1,842 +252	+16%	+$3.05K	﹤0.01%	2678
2023 Q3	$20K	Sell	1,590 -238	-13%	-$3.63K	﹤0.01%	2676
2023 Q2	$30K	Buy	1,828 +93	+5%	+$1.48K	﹤0.01%	2366
2023 Q1	$27K	Buy	1,735 +196	+13%	+$2.94K	﹤0.01%	2282
2022 Q4	$20K	Sell	1,539 -182	-11%	-$2.09K	﹤0.01%	2355
2022 Q3	$19K	Buy	1,721 +132	+8%	+$1.46K	﹤0.01%	2244
2022 Q2	$20K	Buy	1,589 +1,230	+343%	+$16.7K	﹤0.01%	2103
2022 Q1	$5K	Buy	+359	New	+$5.66K	﹤0.01%	2812

Other funds holding CCU

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

BDLIB

Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg $3.34B AUM 11.13% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CCU Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its Compañía de Cervecerías Unidas (CCU) position steady in Q1 2026 at 166 shares worth $1.88K. The position accounts for ﹤0.01% of the portfolio, ranked #5294.

Carson Wealth (CWM LLC) first reported a position in CCU in Q1 2022 and has held it in 14 quarters since. The position peaked at $30K in Q2 2023. 78 funds tracked by Wall St. Rank hold CCU as of Q1 2026.

Carson Wealth (CWM LLC) held 166 shares of Compañía de Cervecerías Unidas worth $1.88K as of Q1 2026.
Carson Wealth (CWM LLC) left its Compañía de Cervecerías Unidas share count unchanged in Q1 2026.
Compañía de Cervecerías Unidas made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #5294 holding.
Carson Wealth (CWM LLC) first reported a position in Compañía de Cervecerías Unidas in Q1 2022 and has held it in 14 quarters since.
Carson Wealth (CWM LLC)'s Compañía de Cervecerías Unidas position peaked at $30K in Q2 2023.
78 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.