Morgan Stanley
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Morgan Stanley’s Compañía de Cervecerías Unidas CCU Stock Holding History

Morgan Stanley’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 		$650K Sell
57,251
-22,080
-28% -$294K ﹤0.01% 5350
2025
Q4 		$1.01M Sell
79,331
-8,249
-9% -$104K ﹤0.01% 5184
2025
Q3 		$1.06M Sell
87,580
-39,087
-31% -$478K ﹤0.01% 5144
2025
Q2 		$1.64M Buy
126,667
+4,707
+4% +$67K ﹤0.01% 4832
2025
Q1 		$1.85M Buy
121,960
+41,578
+52% +$549K ﹤0.01% 4654
2024
Q4 		$911K Buy
80,382
+6,698
+9% +$75.6K ﹤0.01% 5141
2024
Q3 		$857K Sell
73,684
-14,964
-17% -$167K ﹤0.01% 5130
2024
Q2 		$1.01M Sell
88,648
-26,351
-23% -$324K ﹤0.01% 4955
2024
Q1 		$1.38M Sell
114,999
-477,059
-81% -$5.71M ﹤0.01% 4796
2023
Q4 		$7.42M Buy
592,058
+210,814
+55% +$2.55M ﹤0.01% 4123
2023
Q3 		$4.8M Buy
381,244
+11,265
+3% +$172K ﹤0.01% 3775
2023
Q2 		$6M Buy
369,979
+15,083
+4% +$241K ﹤0.01% 3629
2023
Q1 		$5.55M Sell
354,896
-88,653
-20% -$1.33M ﹤0.01% 3696
2022
Q4 		$5.82M Buy
443,549
+47,724
+12% +$549K ﹤0.01% 3614
2022
Q3 		$4.27M Buy
395,825
+68,694
+21% +$760K ﹤0.01% 3821
2022
Q2 		$4.13M Buy
327,131
+286,986
+715% +$3.9M ﹤0.01% 3933
2022
Q1 		$600K Sell
40,145
-41,562
-51% -$655K ﹤0.01% 5297
2021
Q4 		$1.34M Buy
81,707
+55,953
+217% +$941K ﹤0.01% 4868
2021
Q3 		$446K Sell
25,754
-124,322
-83% -$2.47M ﹤0.01% 5566
2021
Q2 		$3.02M Buy
150,076
+132,615
+759% +$2.46M ﹤0.01% 4285
2021
Q1 		$308K Sell
17,461
-10,978
-39% -$190K ﹤0.01% 5407
2020
Q4 		$418K Sell
28,439
-151,201
-84% -$2.06M ﹤0.01% 5187
2020
Q3 		$2.33M Sell
179,640
-283,330
-61% -$4M ﹤0.01% 3518
2020
Q2 		$6.63M Sell
462,970
-300,629
-39% -$4.32M ﹤0.01% 2378
2020
Q1 		$10.2M Sell
763,599
-111,797
-13% -$1.87M ﹤0.01% 1753
2019
Q4 		$16.6M Buy
875,396
+448,002
+105% +$8.89M ﹤0.01% 1830
2019
Q3 		$9.48M Buy
427,394
+267,627
+168% +$6.76M ﹤0.01% 2188
2019
Q2 		$4.51M Sell
159,767
-115,562
-42% -$3.18M ﹤0.01% 3023
2019
Q1 		$8.11M Buy
275,329
+269,729
+4,817% +$7.52M ﹤0.01% 2244
2018
Q4 		$141K Sell
5,600
-40,939
-88% -$1.06M ﹤0.01% 5421
2018
Q3 		$1.3M Sell
46,539
-30,691
-40% -$816K ﹤0.01% 4329
2018
Q2 		$1.93M Buy
77,230
+23,157
+43% +$623K ﹤0.01% 4110
2018
Q1 		$1.59M Buy
54,073
+47,287
+697% +$1.36M ﹤0.01% 4207
2017
Q4 		$201K Sell
6,786
-21,490
-76% -$588K ﹤0.01% 5402
2017
Q3 		$761K Sell
28,276
-14,944
-35% -$402K ﹤0.01% 4609
2017
Q2 		$1.13M Buy
43,220
+43,216
+1,080,400% +$1.13M ﹤0.01% 4278
2017
Q1 		$0 Buy
+4
New +$92 ﹤0.01% 6576
2016
Q4 		– Sell
-11,821
Closed -$239K – 6525
2016
Q3 		$239K Buy
11,821
+10,787
+1,043% +$237K ﹤0.01% 4932
2016
Q2 		$24K Sell
1,034
-5,754
-85% -$128K ﹤0.01% 5787
2016
Q1 		$152K Buy
6,788
+3,754
+124% +$76.8K ﹤0.01% 5123
2015
Q4 		$66K Buy
3,034
+2,599
+597% +$59.9K ﹤0.01% 5607
2015
Q3 		$10K Sell
435
-1,145
-72% -$25.1K ﹤0.01% 6231
2015
Q2 		$33K Sell
1,580
-723
-31% -$15.9K ﹤0.01% 6001
2015
Q1 		$48K Sell
2,303
-2,770
-55% -$52.1K ﹤0.01% 5807
2014
Q4 		$94K Sell
5,073
-5,271
-51% -$107K ﹤0.01% 5570
2014
Q3 		$228K Sell
10,344
-893
-8% -$19.9K ﹤0.01% 5072
2014
Q2 		$263K Buy
11,237
+8,392
+295% +$193K ﹤0.01% 5019
2014
Q1 		$64K Sell
2,845
-42,076
-94% -$928K ﹤0.01% 5620
2013
Q4 		$1.08M Buy
44,921
+27,821
+163% +$705K ﹤0.01% 3882
2013
Q3 		$455K Buy
17,100
+9,057
+113% +$251K ﹤0.01% 4398
2013
Q2 		$230K Buy
+8,043
New +$245K ﹤0.01% 4760

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

Morgan Stanley's CCU Position: Q1 2026 in Review

Morgan Stanley reduced its Compañía de Cervecerías Unidas (CCU) stake by 28% in Q1 2026, selling an estimated $294K and leaving 57,251 shares worth $650K. The position accounts for ﹤0.01% of the portfolio, ranked #5350.

Morgan Stanley first reported a position in CCU in Q2 2013 and has held it in 51 quarters since. The position peaked at $16.6M in Q4 2019. 78 funds tracked by Wall St. Rank hold CCU as of Q1 2026.

  • Morgan Stanley held 57,251 shares of Compañía de Cervecerías Unidas worth $650K as of Q1 2026.
  • Morgan Stanley sold 22,080 Compañía de Cervecerías Unidas shares in Q1 2026, an estimated $294K.
  • Compañía de Cervecerías Unidas made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5350 holding.
  • Morgan Stanley first reported a position in Compañía de Cervecerías Unidas in Q2 2013 and has held it in 51 quarters since.
  • Morgan Stanley's Compañía de Cervecerías Unidas position peaked at $16.6M in Q4 2019.
  • 78 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.