Principal Securities’s Compañía de Cervecerías Unidas CCU Stock Holding History

Principal Securities’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
2025 Q4	–	Sell	-58	Closed	-$703	–	1678
2025 Q3	$703	Sell	58 -27	-32%	-$330	﹤0.01%	3476
2025 Q2	$1.1K	Buy	85 +58	+215%	+$825	﹤0.01%	3313
2025 Q1	$306	Hold	27	–	–	﹤0.01%	3419
2024 Q4	$306	Hold	27	–	–	﹤0.01%	3414
2024 Q3	$314	Hold	27	–	–	﹤0.01%	3334
2024 Q2	$307	Hold	27	–	–	﹤0.01%	3264
2024 Q1	$324	Hold	27	–	–	﹤0.01%	3196
2023 Q4	$339	Buy	+27	New	+$327	﹤0.01%	3101

Other funds holding CCU

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BDLIB

Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg $3.34B AUM 11.13% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Principal Securities's CCU Position: Q4 2025 in Review

Principal Securities sold out of Compañía de Cervecerías Unidas (CCU) in Q4 2025, closing a stake of 58 shares — an estimated $703 sold.

Principal Securities first reported a position in CCU in Q4 2023 and held it in 8 quarters. The position peaked at $1.1K in Q2 2025. 82 funds tracked by Wall St. Rank hold CCU as of Q4 2025.

Principal Securities reported no remaining Compañía de Cervecerías Unidas position as of Q4 2025 after selling out during the quarter.
Principal Securities sold 58 Compañía de Cervecerías Unidas shares in Q4 2025, an estimated $703.
Principal Securities first reported a position in Compañía de Cervecerías Unidas in Q4 2023 and held it in 8 quarters.
Principal Securities's Compañía de Cervecerías Unidas position peaked at $1.1K in Q2 2025.
82 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.