R Squared’s Compañía de Cervecerías Unidas CCU Stock Holding History

R Squared’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 Q3	$618K	Buy	59,208 +5,079	+9%	+$58.6K	0.33%	78
2026 Q2	$606K	Buy	54,129 +3,845	+8%	+$44.6K	0.32%	79
2026 Q1	$571K	Sell	50,284 -40	-0.1%	-$533	0.31%	81
2025 Q4	$642K	Sell	50,324 -9,754	-16%	-$123K	0.3%	89
2025 Q3	$728K	Buy	60,078 +30,473	+103%	+$373K	0.31%	80
2025 Q2	$382K	Buy	29,605 +9,796	+49%	+$139K	0.21%	156
2025 Q1	$301K	Buy	19,809 +8,659	+78%	+$114K	0.32%	129
2024 Q4	$126K	Buy	+11,150	New	+$126K	0.12%	212

Other funds holding CCU

Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Naples Global Advisors Naples, Florida $1.59B AUM 35.06% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

R Squared's CCU Position: Q3 2026 in Review

R Squared increased its Compañía de Cervecerías Unidas (CCU) stake by 9.4% in Q3 2026, buying an estimated $58.6K and bringing the position to 59,208 shares worth $618K. The position accounts for 0.33% of the portfolio, ranked #78.

R Squared first reported a position in CCU in Q4 2024 and has held it in 8 quarters since. The position peaked at $728K in Q3 2025. 27 funds tracked by Wall St. Rank hold CCU as of Q3 2026.

R Squared held 59,208 shares of Compañía de Cervecerías Unidas worth $618K as of Q3 2026.
R Squared bought 5,079 Compañía de Cervecerías Unidas shares in Q3 2026, an estimated $58.6K.
Compañía de Cervecerías Unidas made up 0.33% of R Squared's portfolio in Q3 2026, its #78 holding.
R Squared first reported a position in Compañía de Cervecerías Unidas in Q4 2024 and has held it in 8 quarters since.
R Squared's Compañía de Cervecerías Unidas position peaked at $728K in Q3 2025.
27 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q3 2026.

Based on R Squared's 13F filing for Q3 2026, filed 6 Nov 2026.