Fundamenta Capital
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Fundamenta Capital’s Compañía de Cervecerías Unidas CCU Stock Holding History

Fundamenta Capital’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 		– Sell
-1,194,528
Closed -$13.4M – 13
2026
Q2 		$13.4M Buy
+1,194,528
New +$13.9M 7.76% 5

Other funds holding CCU

Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
RS
R Squared Central, Hong Kong $188M AUM 18.2% 1-Year Est. Return
Investors Research Corp
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Naples Global Advisors
Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
First Affirmative Financial Network
First Affirmative Financial Network Colorado Springs, Colorado $456M AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Fundamenta Capital's CCU Position: Q3 2026 in Review

Fundamenta Capital sold out of Compañía de Cervecerías Unidas (CCU) in Q3 2026, closing a stake of 1,194,528 shares — an estimated $13.4M sold.

Fundamenta Capital first reported a position in CCU in Q2 2026 and held it in 1 quarter. The position peaked at $13.4M in Q2 2026. 27 funds tracked by Wall St. Rank hold CCU as of Q3 2026.

  • Fundamenta Capital reported no remaining Compañía de Cervecerías Unidas position as of Q3 2026 after selling out during the quarter.
  • Fundamenta Capital sold 1,194,528 Compañía de Cervecerías Unidas shares in Q3 2026, an estimated $13.4M.
  • Fundamenta Capital first reported a position in Compañía de Cervecerías Unidas in Q2 2026 and held it in 1 quarter.
  • Fundamenta Capital's Compañía de Cervecerías Unidas position peaked at $13.4M in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2026.

Based on Fundamenta Capital's 13F filing for Q3 2026, filed 3 Nov 2026.