Clearstead Advisors’s Compañía de Cervecerías Unidas CCU Stock Holding History

Clearstead Advisors’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 Q3	$897	Buy	+86	New	+$992	﹤0.01%	2681

Other funds holding CCU

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

R Squared Central, Hong Kong $188M AUM 18.2% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Clearstead Advisors's CCU Position: Q3 2026 in Review

Clearstead Advisors opened a new position in Compañía de Cervecerías Unidas (CCU) in Q3 2026: 86 shares worth $897. The stake represents ﹤0.01% of the portfolio and ranks #2681 among its holdings.

27 funds tracked by Wall St. Rank hold CCU as of Q3 2026.

Clearstead Advisors held 86 shares of Compañía de Cervecerías Unidas worth $897 as of Q3 2026.
Compañía de Cervecerías Unidas was a new Clearstead Advisors position in Q3 2026.
Compañía de Cervecerías Unidas made up ﹤0.01% of Clearstead Advisors's portfolio in Q3 2026, its #2681 holding.
27 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2026.

Based on Clearstead Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.