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

Physician 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	$504	Buy	+45	New	+$522	﹤0.01%	2129
2026 Q1	–	Sell	-172	Closed	-$2.19K	–	2086
2025 Q4	$2.19K	Buy	172 +87	+102%	+$1.1K	﹤0.01%	1245
2025 Q3	$1.03K	Buy	85 +3	+4%	+$37	﹤0.01%	1554
2025 Q2	$1.06K	Buy	82 +15	+22%	+$213	﹤0.01%	1388
2025 Q1	$1.02K	Buy	+67	New	+$885	﹤0.01%	1041

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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

FHC

First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return

FFA

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

JWA

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

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

Physician Wealth Advisors opened a new position in Compañía de Cervecerías Unidas (CCU) in Q2 2026: 45 shares worth $504. The stake represents ﹤0.01% of the portfolio and ranks #2129 among its holdings. This is a return to the name: Physician Wealth Advisors previously reported a position in CCU as recently as Q4 2025.

Physician Wealth Advisors first reported a position in CCU in Q1 2025 and has held it in 5 quarters since. The position peaked at $2.19K in Q4 2025. 8 funds tracked by Wall St. Rank hold CCU as of Q2 2026.

Physician Wealth Advisors held 45 shares of Compañía de Cervecerías Unidas worth $504 as of Q2 2026.
Compañía de Cervecerías Unidas was a new Physician Wealth Advisors position in Q2 2026.
Compañía de Cervecerías Unidas made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2129 holding.
Physician Wealth Advisors first reported a position in Compañía de Cervecerías Unidas in Q1 2025 and has held it in 5 quarters since.
Physician Wealth Advisors's Compañía de Cervecerías Unidas position peaked at $2.19K in Q4 2025.
8 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.