Creative Planning
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Creative Planning’s Compañía de Cervecerías Unidas CCU Stock Holding History

Creative Planning’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 		$125K Buy
+11,146
New +$129K ﹤0.01% 4004
2024
Q3 		– Sell
-15,623
Closed -$178K – 3210
2024
Q2 		$178K Sell
15,623
-30
-0.2% -$369 ﹤0.01% 2710
2024
Q1 		$188K Sell
15,653
-193
-1% -$2.31K ﹤0.01% 2582
2023
Q4 		$199K Sell
15,846
-5,613
-26% -$67.9K ﹤0.01% 2441
2023
Q3 		$270K Buy
21,459
+134
+0.6% +$2.04K ﹤0.01% 2024
2023
Q2 		$346K Buy
21,325
+1,133
+6% +$18.1K ﹤0.01% 1801
2023
Q1 		$316K Buy
20,192
+8,644
+75% +$129K ﹤0.01% 1778
2022
Q4 		$152K Buy
+11,548
New +$133K ﹤0.01% 2076
2014
Q4 		– Sell
-200
Closed -$4K – 4165
2014
Q3 		$4K Buy
+200
New +$4.45K ﹤0.01% 3376
2013
Q3 		– Sell
-300
Closed -$9K – 3218
2013
Q2 		$9K Buy
+300
New +$9.12K ﹤0.01% 2312

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

Creative Planning's CCU Position: Q2 2026 in Review

Creative Planning opened a new position in Compañía de Cervecerías Unidas (CCU) in Q2 2026: 11,146 shares worth $125K. The stake represents ﹤0.01% of the portfolio and ranks #4004 among its holdings. This is a return to the name: Creative Planning previously reported a position in CCU as recently as Q2 2024.

Creative Planning first reported a position in CCU in Q2 2013 and has held it in 10 quarters since. The position peaked at $346K in Q2 2023. 81 funds tracked by Wall St. Rank hold CCU as of Q2 2026.

  • Creative Planning held 11,146 shares of Compañía de Cervecerías Unidas worth $125K as of Q2 2026.
  • Compañía de Cervecerías Unidas was a new Creative Planning position in Q2 2026.
  • Compañía de Cervecerías Unidas made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #4004 holding.
  • Creative Planning first reported a position in Compañía de Cervecerías Unidas in Q2 2013 and has held it in 10 quarters since.
  • Creative Planning's Compañía de Cervecerías Unidas position peaked at $346K in Q2 2023.
  • 81 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.