Global Retirement Partners’s Compañía de Cervecerías Unidas CCU Stock Holding History

Global Retirement Partners’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
2025 Q4	$191	Buy	+15	New	+$190	﹤0.01%	4113
2024 Q4	–	Sell	-54	Closed	-$628	–	3671
2024 Q3	$628	Sell	54 -636	-92%	-$7.12K	﹤0.01%	3236
2024 Q2	$7.85K	Hold	690	–	–	﹤0.01%	2420
2024 Q1	$8.27K	Hold	690	–	–	﹤0.01%	2203
2023 Q4	$8.32K	Sell	690 -457	-40%	-$5.53K	﹤0.01%	2137
2023 Q3	$13.8K	Hold	1,147	–	–	﹤0.01%	1820
2023 Q2	$18.6K	Hold	1,147	–	–	﹤0.01%	1692
2023 Q1	$18.9K	Hold	1,147	–	–	﹤0.01%	1659
2022 Q4	$15K	Sell	1,147 -759	-40%	-$8.73K	﹤0.01%	1603
2022 Q3	$21K	Buy	1,906 +806	+73%	+$8.91K	﹤0.01%	1364
2022 Q2	$14K	Buy	1,100 +250	+29%	+$3.4K	﹤0.01%	1479
2022 Q1	$12K	Buy	+850	New	+$13.4K	﹤0.01%	1542
2019 Q3	–	Sell	-219	Closed	-$6K	–	1605
2019 Q2	$6K	Buy	+219	New	+$6.02K	﹤0.01%	1231

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

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

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

BDLIB

Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg $3.34B AUM 11.13% 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

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

Global Retirement Partners's CCU Position: Q4 2025 in Review

Global Retirement Partners opened a new position in Compañía de Cervecerías Unidas (CCU) in Q4 2025: 15 shares worth $191. The stake represents ﹤0.01% of the portfolio and ranks #4113 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CCU as recently as Q3 2024.

Global Retirement Partners first reported a position in CCU in Q2 2019 and has held it in 13 quarters since. The position peaked at $21K in Q3 2022. 82 funds tracked by Wall St. Rank hold CCU as of Q4 2025.

Global Retirement Partners held 15 shares of Compañía de Cervecerías Unidas worth $191 as of Q4 2025.
Compañía de Cervecerías Unidas was a new Global Retirement Partners position in Q4 2025.
Compañía de Cervecerías Unidas made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #4113 holding.
Global Retirement Partners first reported a position in Compañía de Cervecerías Unidas in Q2 2019 and has held it in 13 quarters since.
Global Retirement Partners's Compañía de Cervecerías Unidas position peaked at $21K in Q3 2022.
82 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.