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Sage Investment Counsel’s Compañía de Cervecerías Unidas CCU Stock Holding History

Sage Investment Counsel’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
Q2 		– Sell
-12,300
Closed -$187K – 124
2025
Q1 		$187K Sell
12,300
-2,500
-17% -$33K 0.24% 101
2024
Q4 		$168K Buy
+14,800
New +$167K 0.22% 108

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
B
BennBridge Edinburgh, United Kingdom $120M AUM 32.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
BlackRock
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
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

Sage Investment Counsel's CCU Position: Q2 2025 in Review

Sage Investment Counsel sold out of Compañía de Cervecerías Unidas (CCU) in Q2 2025, closing a stake of 12,300 shares — an estimated $187K sold.

Sage Investment Counsel first reported a position in CCU in Q4 2024 and held it in 2 quarters. The position peaked at $187K in Q1 2025. 83 funds tracked by Wall St. Rank hold CCU as of Q2 2025.

  • Sage Investment Counsel reported no remaining Compañía de Cervecerías Unidas position as of Q2 2025 after selling out during the quarter.
  • Sage Investment Counsel sold 12,300 Compañía de Cervecerías Unidas shares in Q2 2025, an estimated $187K.
  • Sage Investment Counsel first reported a position in Compañía de Cervecerías Unidas in Q4 2024 and held it in 2 quarters.
  • Sage Investment Counsel's Compañía de Cervecerías Unidas position peaked at $187K in Q1 2025.
  • 83 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q2 2025.

Based on Sage Investment Counsel's 13F filing for Q2 2025, filed 22 Jul 2025.