SAG
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SageView Advisory Group’s Compañía de Cervecerías Unidas CCU Stock Holding History

SageView Advisory Group’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 		– Sell
-176
Closed -$2.25K – 891
2025
Q4 		$2.25K Buy
+176
New +$2.23K ﹤0.01% 2205

Other funds holding CCU

First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $889M AUM 1.91% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
BDLIB
Banque de Luxembourg Investments (BLI) Luxembourg City, Luxembourg $2.83B AUM 14.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

SageView Advisory Group's CCU Position: Q1 2026 in Review

SageView Advisory Group sold out of Compañía de Cervecerías Unidas (CCU) in Q1 2026, closing a stake of 176 shares — an estimated $2.25K sold.

SageView Advisory Group first reported a position in CCU in Q4 2025 and held it in 1 quarter. The position peaked at $2.25K in Q4 2025. 78 funds tracked by Wall St. Rank hold CCU as of Q1 2026.

  • SageView Advisory Group reported no remaining Compañía de Cervecerías Unidas position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 176 Compañía de Cervecerías Unidas shares in Q1 2026, an estimated $2.25K.
  • SageView Advisory Group first reported a position in Compañía de Cervecerías Unidas in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Compañía de Cervecerías Unidas position peaked at $2.25K in Q4 2025.
  • 78 funds tracked by Wall St. Rank held Compañía de Cervecerías Unidas as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.