LPL Financial’s Compañía de Cervecerías Unidas CCU Stock Holding History

LPL Financial’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	$329K	Buy	31,575 +5,334	+20%	+$61.6K	﹤0.01%	5453
2026 Q2	$294K	Buy	26,241 +9,063	+53%	+$105K	﹤0.01%	5477
2026 Q1	$195K	Buy	17,178 +3,153	+22%	+$42K	﹤0.01%	5506
2025 Q4	$179K	Buy	14,025 +3,298	+31%	+$41.7K	﹤0.01%	5476
2025 Q3	$130K	Buy	+10,727	New	+$131K	﹤0.01%	5452
2019 Q3	–	Sell	-40,060	Closed	-$1.13M	–	3301
2019 Q2	$1.13M	Buy	+40,060	New	+$1.1M	﹤0.01%	1641

Other funds holding CCU

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

R Squared Central, Hong Kong $188M AUM 18.2% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

LPL Financial's CCU Position: Q3 2026 in Review

LPL Financial increased its Compañía de Cervecerías Unidas (CCU) stake by 20% in Q3 2026, buying an estimated $61.6K and bringing the position to 31,575 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #5453.

LPL Financial first reported a position in CCU in Q2 2019 and has held it in 6 quarters since. The position peaked at $1.13M in Q2 2019. 27 funds tracked by Wall St. Rank hold CCU as of Q3 2026.

LPL Financial held 31,575 shares of Compañía de Cervecerías Unidas worth $329K as of Q3 2026.
LPL Financial bought 5,334 Compañía de Cervecerías Unidas shares in Q3 2026, an estimated $61.6K.
Compañía de Cervecerías Unidas made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #5453 holding.
LPL Financial first reported a position in Compañía de Cervecerías Unidas in Q2 2019 and has held it in 6 quarters since.
LPL Financial's Compañía de Cervecerías Unidas position peaked at $1.13M in Q2 2019.
27 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.