Investors Research Corp’s Compañía de Cervecerías Unidas CCU Stock Holding History

Investors Research Corp’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	$385K	Sell	34,375 -400	-1%	-$4.64K	0.07%	195
2026 Q1	$395K	Sell	34,775 -300	-0.9%	-$4K	0.08%	200
2025 Q4	$448K	Sell	35,075 -1,200	-3%	-$15.2K	0.08%	216
2025 Q3	$440K	Hold	36,275	–	–	0.08%	213
2025 Q2	$469K	Hold	36,275	–	–	0.09%	206
2025 Q1	$551K	Buy	36,275 +600	+2%	+$7.92K	0.12%	179
2024 Q4	$404K	Sell	35,675 -400	-1%	-$4.51K	0.09%	219
2024 Q3	$420K	Hold	36,075	–	–	0.09%	230
2024 Q2	$411K	Sell	36,075 -6,800	-16%	-$83.6K	0.1%	227
2024 Q1	$514K	Buy	42,875 +7,700	+22%	+$92.1K	0.12%	205
2023 Q4	$441K	Sell	35,175 -2,500	-7%	-$30.2K	0.11%	227
2023 Q3	$475K	Hold	37,675	–	–	0.12%	212
2023 Q2	$611K	Sell	37,675 -400	-1%	-$6.38K	0.15%	167
2023 Q1	$595K	Hold	38,075	–	–	0.15%	176
2022 Q4	$500K	Buy	38,075 +400	+1%	+$4.6K	0.14%	203
2022 Q3	$406K	Sell	37,675 -300	-0.8%	-$3.32K	0.12%	216
2022 Q2	$480K	Hold	37,975	–	–	0.14%	199
2022 Q1	$568K	Buy	37,975 +950	+3%	+$15K	0.16%	178
2021 Q4	$608K	Sell	37,025 -1,850	-5%	-$31.1K	0.18%	156
2021 Q3	$672K	Hold	38,875	–	–	0.23%	135
2021 Q2	$783K	Hold	38,875	–	–	0.27%	121
2021 Q1	$687K	Sell	38,875 -500	-1%	-$8.66K	0.26%	135
2020 Q4	$579K	Sell	39,375 -1,200	-3%	-$16.3K	0.23%	167
2020 Q3	$526K	Sell	40,575 -800	-2%	-$11.3K	0.26%	123
2020 Q2	$592K	Hold	41,375	–	–	0.3%	111
2020 Q1	$554K	Sell	41,375 -1,500	-3%	-$25.1K	0.35%	91
2019 Q4	$813K	Hold	42,875	–	–	0.38%	75
2019 Q3	$951K	Sell	42,875 -300	-0.7%	-$7.58K	0.48%	45
2019 Q2	$1.22M	Sell	43,175 -200	-0.5%	-$5.5K	0.64%	20
2019 Q1	$1.28M	Sell	43,375 -400	-0.9%	-$11.2K	0.68%	15
2018 Q4	$1.1M	Buy	43,775 +500	+1%	+$12.9K	0.77%	18
2018 Q3	$1.21M	Sell	43,275 -1,400	-3%	-$37.2K	0.69%	23
2018 Q2	$1.11M	Buy	44,675 +800	+2%	+$21.5K	0.65%	23
2018 Q1	$1.29M	Sell	43,875 -500	-1%	-$14.4K	0.78%	12
2017 Q4	$1.31M	Buy	+44,375	New	+$1.21M	0.81%	11

Other funds holding CCU

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Investors Research Corp's CCU Position: Q2 2026 in Review

Investors Research Corp reduced its Compañía de Cervecerías Unidas (CCU) stake by 1.2% in Q2 2026, selling an estimated $4.64K and leaving 34,375 shares worth $385K. The position accounts for 0.07% of the portfolio, ranked #195.

Investors Research Corp first reported a position in CCU in Q4 2017 and has held it in 35 quarters since. The position peaked at $1.31M in Q4 2017. 8 funds tracked by Wall St. Rank hold CCU as of Q2 2026.

Investors Research Corp held 34,375 shares of Compañía de Cervecerías Unidas worth $385K as of Q2 2026.
Investors Research Corp sold 400 Compañía de Cervecerías Unidas shares in Q2 2026, an estimated $4.64K.
Compañía de Cervecerías Unidas made up 0.07% of Investors Research Corp's portfolio in Q2 2026, its #195 holding.
Investors Research Corp first reported a position in Compañía de Cervecerías Unidas in Q4 2017 and has held it in 35 quarters since.
Investors Research Corp's Compañía de Cervecerías Unidas position peaked at $1.31M in Q4 2017.
8 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.