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

JFS 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	$45	Hold	4	–	–	﹤0.01%	2230
2026 Q1	$46	Sell	4 -41	-91%	-$546	﹤0.01%	1864
2025 Q4	$575	Hold	45	–	–	﹤0.01%	1778
2025 Q3	$546	Hold	45	–	–	﹤0.01%	1744
2025 Q2	$582	Hold	45	–	–	﹤0.01%	1667
2025 Q1	$684	Hold	45	–	–	﹤0.01%	1723
2024 Q4	$510	Sell	45 -1	-2%	-$11	﹤0.01%	1774
2024 Q3	$535	Hold	46	–	–	﹤0.01%	1787
2024 Q2	$524	Hold	46	–	–	﹤0.01%	1796
2024 Q1	$552	Hold	46	–	–	﹤0.01%	1769
2023 Q4	$577	Hold	46	–	–	﹤0.01%	1775
2023 Q3	$580	Sell	46 -16	-26%	-$244	﹤0.01%	1720
2023 Q2	$1.01K	Hold	62	–	–	﹤0.01%	1605
2023 Q1	$970	Hold	62	–	–	﹤0.01%	1591
2022 Q4	$813	Sell	62 -17	-22%	-$196	﹤0.01%	1647
2022 Q3	$1K	Buy	79 +55	+229%	+$608	﹤0.01%	1502
2022 Q2	$0	Sell	24 -21	-47%	-$285	﹤0.01%	1766
2022 Q1	$1K	Buy	+45	New	+$709	﹤0.01%	1594

Other funds holding CCU

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

IRC

Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return

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

FFA

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

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

JFS Wealth Advisors held its Compañía de Cervecerías Unidas (CCU) position steady in Q2 2026 at 4 shares worth $45. The position accounts for ﹤0.01% of the portfolio, ranked #2230.

JFS Wealth Advisors first reported a position in CCU in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.01K in Q2 2023. 5 funds tracked by Wall St. Rank hold CCU as of Q2 2026.

JFS Wealth Advisors held 4 shares of Compañía de Cervecerías Unidas worth $45 as of Q2 2026.
JFS Wealth Advisors left its Compañía de Cervecerías Unidas share count unchanged in Q2 2026.
Compañía de Cervecerías Unidas made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2230 holding.
JFS Wealth Advisors first reported a position in Compañía de Cervecerías Unidas in Q1 2022 and has held it in 18 quarters since.
JFS Wealth Advisors's Compañía de Cervecerías Unidas position peaked at $1.01K in Q2 2023.
5 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.