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EverSource Wealth Advisors’s Compañía de Cervecerías Unidas CCU Stock Holding History

EverSource Wealth 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
Q2 		$2.73K Sell
244
-2,292
-90% -$26.6K ﹤0.01% 3583
2026
Q1 		$28.8K Buy
2,536
+347
+16% +$4.62K ﹤0.01% 2264
2025
Q4 		$27.9K Buy
2,189
+80
+4% +$1.01K ﹤0.01% 2164
2025
Q3 		$25.6K Sell
2,109
-1,124
-35% -$13.7K ﹤0.01% 2173
2025
Q2 		$41.8K Buy
3,233
+2,994
+1,253% +$42.6K ﹤0.01% 1740
2025
Q1 		$3.63K Buy
239
+149
+166% +$1.97K ﹤0.01% 2650
2024
Q4 		$1.02K Sell
90
-413
-82% -$4.66K ﹤0.01% 2957
2024
Q3 		$5.85K Sell
503
-3
-0.6% -$34 ﹤0.01% 2162
2024
Q2 		$5.56K Buy
506
+426
+533% +$5.24K ﹤0.01% 2186
2024
Q1 		$968 Buy
+80
New +$957 ﹤0.01% 2593

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

EverSource Wealth Advisors's CCU Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Compañía de Cervecerías Unidas (CCU) stake by 90% in Q2 2026, selling an estimated $26.6K and leaving 244 shares worth $2.73K. The position accounts for ﹤0.01% of the portfolio, ranked #3583.

EverSource Wealth Advisors first reported a position in CCU in Q1 2024 and has held it in 10 quarters since. The position peaked at $41.8K in Q2 2025. 81 funds tracked by Wall St. Rank hold CCU as of Q2 2026.

  • EverSource Wealth Advisors held 244 shares of Compañía de Cervecerías Unidas worth $2.73K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,292 Compañía de Cervecerías Unidas shares in Q2 2026, an estimated $26.6K.
  • Compañía de Cervecerías Unidas made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3583 holding.
  • EverSource Wealth Advisors first reported a position in Compañía de Cervecerías Unidas in Q1 2024 and has held it in 10 quarters since.
  • EverSource Wealth Advisors's Compañía de Cervecerías Unidas position peaked at $41.8K in Q2 2025.
  • 81 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.