LPL Financial
CCU icon

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
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

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 $3.37T AUM 44.26% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

LPL Financial's CCU Position: Q2 2026 in Review

LPL Financial increased its Compañía de Cervecerías Unidas (CCU) stake by 53% in Q2 2026, buying an estimated $105K and bringing the position to 26,241 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #5477.

LPL Financial first reported a position in CCU in Q2 2019 and has held it in 5 quarters since. The position peaked at $1.13M in Q2 2019. 80 funds tracked by Wall St. Rank hold CCU as of Q2 2026.

  • LPL Financial held 26,241 shares of Compañía de Cervecerías Unidas worth $294K as of Q2 2026.
  • LPL Financial bought 9,063 Compañía de Cervecerías Unidas shares in Q2 2026, an estimated $105K.
  • Compañía de Cervecerías Unidas made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5477 holding.
  • LPL Financial first reported a position in Compañía de Cervecerías Unidas in Q2 2019 and has held it in 5 quarters since.
  • LPL Financial's Compañía de Cervecerías Unidas position peaked at $1.13M in Q2 2019.
  • 80 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.