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Intentional Wealth Strategies’s Compañía de Cervecerías Unidas CCU Stock Holding History

Intentional Wealth Strategies’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 		– Sell
-141
Closed -$1.6K – 216
2026
Q1 		$1.6K Buy
+141
New +$1.88K ﹤0.01% 694

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 $3.38T AUM 44.17% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Intentional Wealth Strategies's CCU Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Compañía de Cervecerías Unidas (CCU) in Q2 2026, closing a stake of 141 shares — an estimated $1.6K sold.

Intentional Wealth Strategies first reported a position in CCU in Q1 2026 and held it in 1 quarter. The position peaked at $1.6K in Q1 2026. 80 funds tracked by Wall St. Rank hold CCU as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Compañía de Cervecerías Unidas position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 141 Compañía de Cervecerías Unidas shares in Q2 2026, an estimated $1.6K.
  • Intentional Wealth Strategies first reported a position in Compañía de Cervecerías Unidas in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Compañía de Cervecerías Unidas position peaked at $1.6K in Q1 2026.
  • 80 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.