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
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 $59B AUM 32.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
BDLIB
Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg $3.34B AUM 11.13% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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: Q1 2026 in Review

LPL Financial increased its Compañía de Cervecerías Unidas (CCU) stake by 22% in Q1 2026, buying an estimated $42K and bringing the position to 17,178 shares worth $195K. The position accounts for ﹤0.01% of the portfolio, ranked #5506.

LPL Financial first reported a position in CCU in Q2 2019 and has held it in 4 quarters since. The position peaked at $1.13M in Q2 2019. 78 funds tracked by Wall St. Rank hold CCU as of Q1 2026.

  • LPL Financial held 17,178 shares of Compañía de Cervecerías Unidas worth $195K as of Q1 2026.
  • LPL Financial bought 3,153 Compañía de Cervecerías Unidas shares in Q1 2026, an estimated $42K.
  • Compañía de Cervecerías Unidas made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #5506 holding.
  • LPL Financial first reported a position in Compañía de Cervecerías Unidas in Q2 2019 and has held it in 4 quarters since.
  • LPL Financial's Compañía de Cervecerías Unidas position peaked at $1.13M in Q2 2019.
  • 78 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.